New Market Catalysts
What’s in today’s report: New market catalysts (Election/Vaccine are priced in), Stock futures are trading moderately lower, 160K new COVID-19 cases and more…
Author Archive for: Tom Essaye
Entries by Tom Essaye
Updated Market Outlook (Near Term Pain for Long Term Gain)
What’s in today’s report: Updated market outlook: Near term pain for long term gain? Weekly market preview: Economic data and more vaccine optimism and more…
Economic Breaker Panel (November Update)
What’s in today’s report: Economic Breaker Panel (November update), The two reasons stocks dropped yesterday, EIA analysis and oil update and more.
Political Update
What’s in today’s report: Political update, Yield curve steepning: A future headwind, Futures are slightly lower, stimulus bill, Moderna vaccine, and more…
Market Multiple Levels: S&P 500 Chart
What’s in today’s report: Market multiple level: S&P 500 chart, Growth vs. Value: A lower-risk way to play the rotation, equity futures, and more…
Market Multiple Table: October Update
What’s in today’s report: Market multiple update: October update, Stock futures are little changed, Several economic reports, 10-Yr note auction and more…
What the Vaccine News Means for Markets
What’s in today’s report: Vaccine playbook (specific sectors and ETFs), What the vaccines means for the markets, Why stocks have rallied and more…
Jobs Report Preview
What’s in today’s report: Jobs report preview, Why is the dollar dropping so sharply, FOMC reaction, Futures, election and more…
Market Outlook in A Divided Government
What’s in today’s report: Market outlook in divided government, Macro landscape beyond politics, FOMC preview, Futures and more…
Election Roadmap Update (What’s It Means for Markets?)
What’s in today’s report: Election roadmap update (It’s all about tier 3 now), Three key takeaways from last night’s election, Futures, and more…