Jobs Report Preview (Too Hot is the Risk)
What’s in Today’s Report: Jobs report preview (too hot is the risk), Oil update and inventory analysis, and more…
Author Archive for: Tom Essaye
Entries by Tom Essaye
Why Did Cyclicals Outperform?
What’s in Today’s Report: Why did cyclicals outperform? Overseas composite PMI data, Earnings season continues, and more…
Watch TSA Throughput (Again)
What’s in Today’s Report: Watching TSA Throughput, again, Mixed fed speak, More positive earnings, and more…
Micro Positives vs. Macro Negatives
What’s in Today’s Report: Micro-economic positives vs. macro-economic negatives, COVID trends and economic data, and Jobs week.
Economic Breaker Panel (Some Loss of Momentum)
What’s in Today’s Report: Economic Breaker Panel (some loss of momentum), More negative COVID commentary, and more…
What the Fed Decision Means for Markets
What’s in Today’s Report: What the Fed decision means for markets, EIA and oil market updates, and more…
Vaccine Mandates vs. Mask Mandates
What’s in Today’s Report: Vaccine mandates vs. mask mandates, Durable goods data takeaways, Earnings reported, and more…
FOMC Preview
What’s in Today’s Report: FOMC preview, Positive COVID news? A decline in Chinese shares and equities, and more…
All About Demand
What’s in Today’s Report: All about demand, The Fed and inflation, Weekly economic cheat sheet: Fed meeting, Core PCE price index and GDP.
ECB Decision Takeaways (Not Dovish Enough, Again)
What’s in Today’s Report: ECB decision takeaways (not dovish enough, again), Updated oil outlook, and more…