Tom Essaye Quoted in Barron’s on September 22nd

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Stock Futures Waver Near Flatline as Wall Street Craves Diplomacy

“Today focus will stay on geopolitics and if there’s any confirmation of progress towards a ceasefire between the U.S. and Iran, look for oil and yields to fall further and for stocks to rally,” Tom Essaye at The Sevens Report wrote.

Also, click here to view the full article published in Barron’s on September 22nd, 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 NDTV On September 1st, 2026

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Wall Street Highlights: S&P 500 Slips As Oil Spike, Rising Fed Rate Bets Pressure Stocks

“Today there are no notable economic reports or Fed speak so focus will remain on geopolitics,” wrote Tom Essaye, founder of ‘The Sevens Report’ newsletter. “Markets still strongly assume there won’t be any material military escalation between Iran and the US, but if the headlines turn negative on that front, it’ll introduce a new headwind on the market.” 

Also, click here to view the full article published in NDTV on September 1st, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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A Goldilocks Report Will Help Reduce Rate Hike Concerns – Tom Essaye

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Stocks Climb as Fed-Hike Wagers Ease on Waller: Markets Wrap

“A Goldilocks report will help reduce rate hike concerns, which should lower yields,” said Tom Essaye at The Sevens Report. “Conversely, a ‘too hot’ report will only further reinforce fears of more rate hikes.”

Also, click here to view the full article featured on Swissinfo.ch published on September 3rd, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Tit-For-Tat strikes In The Middle East Makes A Ceasefire More Remote

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In a Quagmire Scenario, Here’s How and What to Trade

Reverting back to potential tit-for-tat strikes in the Middle East makes a ceasefire more remote. That means the global economy may have to endure an extended period of elevated oil, natural gas, and fertilizer prices that, over time, boost inflation, global bond yields, and potentially weigh on global growth, observes Tom Essaye, president of the Sevens Report.

This matters to you for two specific reasons. First, higher yields are one of the biggest headwinds for stocks right now. Fears of a quagmire will boost commodity prices. That, in turn, will keep yields elevated, keep inflation elevated, and potentially pressure consumer spending and global growth.

Second, it can impact what outperforms in the markets. As we saw Friday, growth factors in the market face stiffer headwinds when yields rise sharply. Since most growth ETFs are tech-heavy, that means the S&P 500 Index could feel pressure. Advisors will again want to make sure they have balance across portfolios and not be too growth/tech/AI heavy.

Bottom line: The conflicts are again in the headlines and impacting markets. It’s critical we understand how and why, so we can look past scary/sensational headlines and focus on the legitimate risks to markets.

Also, click here to view the full article published in moneyshow.com on September 2nd, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Focus Will Remain Primarily On Geopolitics | Tom Essaye Quoted in Barron’s

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Dow Futures Bounce Back as Tech Stocks Struggle for Direction

“Today focus will remain primarily on geopolitics and any positive headlines about ceasefire progress should pressure oil and yields and help stocks lift,” Tom Essaye of The Sevens Report says ahead of the market open.

Also, click here to view the full article published in Barron’s on September 2nd, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Tom Essaye Analyzed Three ETFs Launched In July

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Small-Caps, Bitcoin, and a Cathie Wood Buffer: 3 New ETFs

Strategist Tom Essaye analyzed three exchange-traded funds launched in July: Wasatch Small/Mid Cap, T. Rowe Price Active Crypto, and ARK DIET Q3 Buffer.

Small-caps, crypto, and Cathie Wood. That trio caught the attention of top strategist Tom Essaye.

Two are the themes of new exchange-traded funds. The other is a new ETF run by the savvy money manager Wood.

Tom Essaye, editor of The Sevens Report newsletter, often takes a look at ETF launches and other actively managed funds in the news.

Also, click here to view the full article published in Barron’s on August 26th, 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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Nvidia’s Results – Tom Esssaye Quoted In Advisors Perspectives

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US Stock Futures Climb as Nvidia’s Outlook Lifts Tech Sector

Nvidia’s results from Wednesday were “generally in-line” but it’s guidance was strong enough that it’s “boosting tech and futures” Thursday morning, Sevens Report founder Tom Essaye wrote.

Also, click here to view the full article on AdvisorsPerspectives.com published on August 27th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Are Policymakers Trying To Inflate Their Way Out Of The Borrowing Conundrum

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America’s $40 trillion national debt boosts the odds of a lost decade for stocks, market researcher warns

US government debt hit a record $40 trillion this week. Instead of raising taxes or cutting spending to pay down the debt, policymakers are likely to try to inflate their way out of the borrowing conundrum, according to Tom Essaye, the founder of Sevens Report Research.

Also, click here to view the full article published in Business Insider on August 29th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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How Are They Going To Monetize AI | Tom Essaye Interviewed on Yahoo Finance

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How is Meta going to monetize this? Tom Essaye Discusses Meta Post-Settlement

Is Meta a buy after its $16.68 billion social media case settlement?

Yahoo Finance Executive Editor Brian Sozzi talks with Yahoo Finance Markets and Data Editor Jared Blikre, Sevens Report Research Founder Tom Essaye, and Edward Jones Senior Global Investment Strategist Angelo Kourkafas about the company’s future and how it will approach monetizing AI.

I don’t think that this overhang is really the problem with Meta. I think the bigger problem is how are they going to monetize AI? To Angelo’s point earlier, we are shifting to a monetization phase. If you look at some of the other Mag 7 names, if you look at Google is sort of one of the closest competitors. Well, it’s obvious how they’re going to monetize it, right? They have Gemini, they have their chip business, they have their cloud storage business. How is Meta going to monetize this? Is it through better search revenue or better ad revenue through Insta? Is it through Facebook? Is it through leasing?

Also, click here to view the full video published on Yahoo Finance on August 26th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Tom Essaye On Why Cloud Capacity Is The Next Critical Bottleneck In AI Infrastructure

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Why Google and Amazon rank top among Cloud hyperscalers for AI

Sevens Report Research founder Tom Essaye explains why cloud capacity is the next critical bottleneck in AI infrastructure and ranks Google (GOOG), Amazon (AMZN), and Microsoft (MSFT) based on their cloud revenue opportunities.

So, I do like the hyperscalers, but I like the ones with the best cloud businesses. So really it’s not even so much that I love the hyperscalers, it’s that I love cloud right now because I think the cloud capacity is could be number uh number for first of all, the next bottleneck that has to be resolved in this AI day to build out after semiconductors and memory. And also it it provides an opportunity to generate revenue right now. So if I had to rank them in order, it would probably be Amazon, or excuse me, Google, Amazon and then Microsoft. The reason Microsoft is last is because I do think they have some risk on their office suite given, you know, some of the the AI software purge that we’re seeing. Uh but I think those three are attractive, mainly because of their cloud business, it’s providing revenue now.

Essaye is staying cautious about the Magnificent Seven names heading into earnings. 

Also, click here to view the full video published on Yahoo Finance on August 10th, 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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