A Factor of Traders Getting Ahead of Themselves, Essaye Says

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Nasdaq Stages Afternoon Rebound as October Hike Odds Drop

“The biggest thing he said was that they don’t have to be urgent, which pushes back on concerns that there was going to be an October rate hike,” says Tom Essaye of Sevens Report Research.

“I think it was a factor of traders getting ahead of themselves,” Essaye says. “Hiking rates twice more—and once ahead of an election—is a pretty high bar, so they’d have to be pretty spooked by inflation to do that. That said, the inflation data is not good, and it appears to be getting worse.”

Also, click here to view the full article published in Barron’s on September 29th, 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 The MoneyShow.com

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Oil: After Modest Pullback, Watch for These Trading Cues

Commodities were a push and pull between falling oil prices and rising precious and industrial metals near the end of last week. Looking forward, oil is still stretched enough in the short term that a more positive tone in the headlines could pressure prices moderately, suggests Tom Essaye, president of the Sevens Report.

Brent crude prices dropped modestly from their recent peak near $109 per barrel after Saudi Arabia announced a credible plan to restore roughly half the capacity of its damaged East-West pipeline within a few days. Full pipeline operations aren’t expected to resume for six weeks. But even the promise of partially restored capacity put downward pressure on crude prices.

If we can get even a whiff of progress on a US/Iran ceasefire, that opens up more transit through the Strait of Hormuz and the Bab el-Mandeb — and oil can really begin to slide back toward pre-war prices. That’s especially true given recent bearish inventory data.

We just saw more supply than expected across the product spectrum. WTI crude inventories fell less than expected (-650k bbls vs. the estimate of -1.68MM bbls), while gasoline inventories rose 800k bbls compared to an expected 1.1MM barrel draw.

For the market to get real relief, though – which means Brent crude into the low-$90s or, ideally, sub-$90 – we will need to get actual progress towards not just a US/Iran ceasefire, but also broader regional calm.

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

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Focus Will Stay On Geopolitics | Tom Essaye

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Wall Street Highlights: Nasdaq 100 Climbs To Its First Record Since June

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

Also, click here to view the full article published in NDTV on September 23rd, 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 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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These “Should Be Some of the Bigger Beneficiaries” of the Trade Truce

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What Wall Street can expect from this week’s Trump-Xi summit

Tom Essaye, founder and president of the Sevens Report, said his team expects generally vague language and details about deals between the two countries, but from a catalyst standpoint, they will be watching two specific areas: tariffs and AI.

“Multinational industrials (think XLI) and large consumer names (think XLY) should be some of the bigger beneficiaries from an extension of the trade truce, although I don’t think the moves will be substantial,” Essaye wrote in emailed commentary on Tuesday.

In terms of AI, while markets aren’t expecting any specific announcements, general agreements on monitoring, use and competition would be positive for the industry, and that clarity could provide an excuse for money to flow back into AI names such as the State Street Technology Select Sector SPDR ETF, the iShares Semiconductor ETF and the Roundhill Memory ETF, he added.

Also, click here to view the full article published in MarketWatch 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.

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