Four Pillars of the Rally Remain Intact
What’s in Today’s Report: Four pillars of the rally remain intact, Weekly economic cheat sheet – flash PMIs and core PCE in focus.
Author Archive for: Tom Essaye
Entries by Tom Essaye
Why Did Cyclicals Collapse Yesterday?
What’s in Today’s Report: Why did cyclicals collapse yesterday? (Reflation vs. No-Flation), Economic data, and more…
What the Fed Decision Means for Markets
What’s in Today’s Report: What the more hawkish than expected Fed decisions means for markets, EIA analysis, Oil market update, and more…
Fed Day
What’s in Today’s Report: PPI – Where will inflation settle? Empire State Manufacturing Survey misses estimates, Retail sales, and more…
FOMC Preview
What’s in Today’s Report: FOMC preview, Gold update: technical weakness ahead of the Fed, Key economic data, and more….
Four Assumptions for the Next Leg of the Rally
What’s in Today’s Report: Four assumptions for the next leg of the rally, Will the Fed acknowledge tapering is being discussed, and more…
Why Treasury Yields Keep Falling
What’s in Today’s Report: Why treasury yields keep falling, Infrastructure bill compromise, Consumer sentiment, and more…
Infrastructure Outlook: Good/Bad/Ugly
What’s in Today’s Report: Infrastructure outlook: Good/Bad/Ugly, Oil update & EIA analysis (can the rally keep going?), and more…
Why the JOLTS Report Matters to Markets
What’s in Today’s Report: Why the JOLTS report matters to markets, Chinese PPI & May’s CPI, Treasury auction, and more…
Inflation Expectations Dashboard
What’s in Today’s Report: Sevens Report inflation expectations dashboard, Chart: Gold holds key trend support, and more…