Investors might be getting a little more nervous around growth

In fact, investors might be getting a little more nervous around growth, wrote Sevens Report President Tom Essaye on Friday.

The consumer sentiment reading will be the inflation data in that report

But, more important than the consumer sentiment reading will be the inflation data in that report, writes Sevens Report Research’s Tom Essaye.

Investors are taking a bit off the top with markets hovering near all-time highs.

Sevens Report Research’s Tom Essaye told Barron’s that he thinks investors are taking a bit off the top with markets hovering near all-time highs.

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Market Multiple Table: Pushing Justifiable Valuations

What’s in Today’s Report: June Market Multiple Table – Pushing the Edge of Justifiable Valuations

Is Disinflation Still Good for Markets? (The Answer May Surprise You)

What’s in Today’s Report: Is Disinflation Still Good for Markets? (The Answer May Surprise You)

Evidence That Investors Are Starting to Worry About Growth

What’s in Today’s Report: Evidence That Investors Are Starting to Worry About Growth

What the Good CPI and Mixed Fed Message Means for Markets

What’s in Today’s Report: What Yesterday’s Good CPI and Mixed Fed Messaging Means for Markets