What a Blue Wave Would Mean for Markets
What’s in today’s report: What a democrat-controlled senate would mean for markets (three risks to watch), PMI manufacturing index takeaways, and more…
Author Archive for: Tom Essaye
Entries by Tom Essaye
Politics and Vaccines (The First Important Events of 2021)
What’s in today’s report: Politics and vaccines (The first important events of 2021), weekly market preview, Georgia runoff, vaccines and more…
Why 2021 Could Start With a Bang (In Stock and Bond Markets)
What’s in today’s report: Why 2021 could start with a bang (In stock and bond markets), Futures are slightly higher, On the stimulus front, despite the recent drama of the last few days, the payouts to people in the stimulus bill will not be increased to $2000 and more…
Looming Market Catalysts
What’s in today’s report: The major looming market catalysts, S&P futures are trading higher, COVID-19 hospitalizations hit a record in the U.S. yesterday and more…
Another Positive for the “Get Out and Spend” Trade
What’s in today’s report: Why didn’t cyclicals outperform following the stimulus announcement? Another positive for the “Get Out and Spend” names? and more….
What Are the Next Catalysts for the Market?
What’s in today’s report: What are the next catalysts for the market? Weekly economic cheat sheet: Jobless claims are the key report this week, Stimulus and more…
Stimulus Update (Why The Market Still Expects It to Pass)
What’s in today’s report: Stimulus update (Why the market still ultimately expects it to pass), Economic data – A mixture picture and more…
Another Positive for Banks
What’s in today’s report: Another positive for financials, Nasdaq hits fresh record (chart), Futures declined overnight after President Trump threatened to veto the recently passed stimulus bill and more…
Could the New Strain Cause a Correction?
What’s in today’s report: Could the new coronavirus strain cause a correction, Gold failure (chart), U.S. equity futures are little changed and more…
Why the Long-Term Bullish Case Got Stronger Last Week
What’s in today’s report: Why the long-term bullish case got stronger last week, weekly market preview: Will lockdown worries cause a near term pullback? And more…