Sevens Report Tom Essaye Discusses the Michigan Consumer Sentiment

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Review & Preview: Well Done Wednesday

Sevens Report Tom Essaye notes, the University of Michigan Consumer Sentiment hit an all-time low this month—lower than it was during crises like 9/11, the Great Recession, and the pandemic. That could reflect in part extreme inflation fatigue after years of higher prices, but that depressed reading “doesn’t seem to mesh with the financial reality of low-4% unemployment and generally healthy economic metrics.”

Also, click here to view the full article published in Barron’s on April 22nd, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Sevens Report says investors dismiss headlines unless oil risk spikes

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Tom Essaye says markets still expect a ceasefire despite conflicting signals.

The Market Is Ignoring Negative Iran Headlines. 3 Things That Could Change That.

Markets largely ignored conflicting U.S.-Iran headlines, a reaction Sevens Report Research attributes to fragmented messaging out of Iran.

Tom Essaye notes, “That explains the seemingly opposite headlines emanating from the country as one group, who the White House seems to be communicating with most directly, makes assurances and negotiates a ceasefire while another group takes a hardline approach.”

“Whether this is by fault or by design is unclear, but it is at least partially responsible for the whiplash that we have seen in the headlines coming from Iran.”

Despite the volatility in headlines, Essaye says markets remain anchored to a broader de-escalation outlook.

“The daily headlines aren’t meaningless, but until the market believes one of them breaks the trend towards a sustainable ceasefire, the market will continue to look past it.”

He warns that a material escalation—such as attacks on Gulf infrastructure, U.S. military assets, or prolonged closure of the Strait of Hormuz—would likely trigger a sharp selloff.

“Bottom line, the market fear has always been that the conflict would expand to substantially disrupt oil flows and send the price of oil above $150 towards $200 a barrel,” Essaye writes. “However, that remains unlikely, and as long as it stays unlikely, the market will give the ceasefire process the benefit of the doubt.”

Also, click here to view the full article published in Barron’s on April 21st, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Tom Essaye Says That Markets Still Expect a Lasting Ceasefire

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US Stocks Open Lower as Iran Tensions Lift Oil, but Losses Are Limited

Tom Essaye of The Sevens Report said markets still expect a lasting ceasefire agreement in the relatively near term. Unless ceasefire talks in Pakistan are called off, investors will largely continue to ignore negative geopolitical headlines, he added.

Also, click here to view the full article on Bloomingbit.io published on April 20th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Tom Essaye Quoted in Barron’s

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A lasting ceasefire to be agreed to in the relatively near future, writes Sevens Report Research’s Tom Essaye.

Stocks Are Falling. The Nasdaq’s Win Streak Is in Jeopardy.

“Despite that escalation, ceasefire talks between the two countries are still expected to occur on Tuesday and markets still fully expect a lasting ceasefire to be agreed to in the relatively near future,” writes Sevens Report Research’s Tom Essaye.

Also, click here to view the full article published in Barron’s on April 20th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Tom Essaye Quoted on MSN.com

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S&P 500 rally fuels record earnings forecasts despite risks

Robust first-quarter results from major banks and tech firms have driven S&P 500 earnings per share from about $235 in 2024 to projected $315 in 2026, according to Sevens Report Research

“If anything, there’s upward risk, and that tells you that companies are executing well in an environment where fear is high, but the actual reality is quite good.” Tom Essaye, Founder, Sevens Report Research

Also, click here to view the full article on MSN.com published on April 20th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Tom Essaye Chats with Yahoo Finance to Discuss Where Markets are Headed

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Tom Essaye chats with Yahoo Finance to discuss where markets are headed

Why Ed Yardeni says a market melt-up could be coming

Yardeni Research’s Ed Yardeni says there is a 20% chance of a market melt-up and a 20% chance of a market meltdown.

Yahoo Finance Senior Reporter Brooke DiPalma and Sevens Report Research founder Tom Essaye sit down with Yahoo Finance Executive Editor Brian Sozzi to discuss where markets are headed.

“I don’t know what the official definition of a melt-up is, but 13 straight days is pretty substantial. I think that that sort of what is important to this melt-up though is why it is happening. I think the first stage of this, honestly, most of these 13 days has been funds that got underinvested or maybe a little too light into all this volatility, trying to chase stocks higher.

And we call these the Mag 7 stocks, the Mega Cap tech stocks, long only rentals. Which means if I’m a fund and I need to slap on exposure really fast, then I need a liquid stock that trades with a high beta to the market and I look right to Mega Cap tech. And so I think a lot of the gains of the past 13 days have not necessarily been fundamentally driven in these tech stocks, but just a lot of funds and investors trying to slap on exposure.

Now, we’re getting into earnings for these tech stocks. And if they’re good, then you’re going to see this thing just turbocharge. And so I think it is a lot about earnings and I think the sort of the pieces are in place for a continued melt up in the tech stocks.” Said Tom Essaye

Also, click here to view the full video published on Yahoo Finance on April 20th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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I’ve Never Seen a Fed More Divided – Tom Essaye Says on Yahoo Finance

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Sevens Report Research founder Tom Essaye chats with Yahoo Finance Executive Editor

What average investors should know about Fed nominee Kevin Warsh

Federal Reserve Chair nominee Kevin Warsh is set to face his confirmation hearing on Tuesday

Sevens Report Research founder Tom Essaye chats with Yahoo Finance Executive Editor Brian Sozzi about what investors need to know about Warsh and his potential impact on the markets.

“I think that the net takeaway for a regular investor from Warsh is that he is going to he isn’t going to rock the boat. Look, there are concerns that he’s maybe not as big of a fan of QE and that maybe he’s a bit more dovish structurally than Powell was. But at the end of the day, it’s a committee. And yes, Warsh matters, but in my career at least, and guys, correct me if I’m wrong, but I’ve never seen a Fed more divided. I’ve never seen a Fed committee that is more sort of torn on what they need to do.”

Also, click here to view the full video published on Yahoo Finance on April 20th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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‘Tom Essaye | Corporate America is Firing on All Cylinders

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Tom Essaye Quoted in Yahoo Finance

‘Firing on all cylinders’: Wall Street strategists expect a strong quarter of earnings growth

Tom Essaye, founder of Sevens Report Research, told Yahoo Finance that “corporate America is firing on all cylinders.” He notes that S&P 500 earnings per share have climbed from roughly $235 in 2024 to projected estimates of $315 for 2026.

Whether it’s AI or other tech, the strong quarter of earnings growth has been fueled by solid margins, per Essaye. Companies are successfully navigating higher energy and transport costs without letting them dent the bottom line. Despite inflation, customer bases are “broadly good.”

“If anything, there’s upward risk, and that tells you that companies are executing well in an environment where fear is high, but the actual reality is quite good,” Essaye said.

Also, click here to view the full article published on Yahoo Finance on April 19th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Has The S&P 500 Index Moved Too Far, Too Fast?

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US Stocks Advance On Ceasefire Optimism As Earnings Continue, Nasdaq Logs Longest Winning Streak Since 2017

“The S&P 500’s sharp rally off the late-March lows has been nothing short of impressive, but has the index moved too far, too fast?” Sevens Report founder Tom Essaye wrote on Thursday, noting a drop-off in trading volumes.

Also, click here to view the full article on NDTVProfit.com published on April 17th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Tom Essaye talks about Amazon’s upcoming deal and the booming space economy with Yahoo Finance

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Tom Essaye talks about Amazon’s upcoming deal and the booming space economy with Yahoo Finance

Amazon to buy Starlink-rival Globalstar as space economy booms

Sevens Research Report founder Tom Essaye, Yahoo Finance Senior Reporter Ines Ferre, and JonesTrading chief market strategist Michael O’Rourke join Yahoo Finance Executive Editor Brian Sozzi to discuss the upcoming deal and the booming space economy.

I think that we have seen some valuations come in. Look, as corporate America continues to perform incredibly well on the hall. And that is a story that is being lost amidst this like headline chaos we’ve had basically since the first day of this year. whether it’s Fed drama or the war in Iran or tariff Supreme Court rules. There’s been another geopolitical or political headline every day.

All the while, corporate America has been performing incredibly well. They have cash, they are looking to grow, and as we have started to hear in earnings season and I think we’re going to continue to hear in earnings season, they are firing on all cylinders. And that is the biggest support for this market. It’s also the most underappreciated positive for this market.

Also, click here to view the full video published on Yahoo Finance on April 14th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

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Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.