ECB Preview (Dovish Surprise?)
What’s in Today’s Report: ECB Preview (Dovish Surprise?), Did Small Caps Just Bottom? Delta variant fears, and more…
Author Archive for: Tom Essaye
Entries by Tom Essaye
Why Did Stocks Rally?
What’s in Today’s Report: Why did stocks rally? Tuesday’s solid earning reports, COVID trends and earnings, and more…
What to Make of Yesterday’s Selloff
What’s in Today’s Report: What to make of yesterday’s selloff, OPEC+ policy update, Oil outlook, and more…
Four Pillars of the Rally Updated (Still Intact)
What’s in Today’s Report: Four pillars of the rally updated, Does Delta cause a pullback? Can earnings impress investors, and Flash PMIs.
Why Economic Data is Stronger Than it Appears
What’s in Today’s Report: Why economic data is stronger than it appears, New COVID headlines, EU HICP data, and more…
Why Powell Wasn’t Dovish (Tapering is Coming)
What’s in Today’s Report: Why Powell wasn’t dovish, Infrastructure update (Tax hike risks), Oil update, EIA analysis, and OPEC outlook.
CPI Takeaways
What’s in Today’s Report: CPI takeaways, More U.S. inflation data, Fed Chair Powell Congressional testimony, and more…
What Is Happening With the Bond Market?
What’s in Today’s Report: What is happening with the bond market? Today’s earnings preview, U.S. inflation data, and more…
An Important Few Weeks for Bonds
What’s in Today’s Report: Why the next few weeks are critical for the bond market, Earnings season starts, and Inflation this week.
Inflation Expectations Dashboard
What’s in Today’s Report: Inflation expectations dashboard, EIA data takeaways & Oil update, Covid-19 concerns, and more…