What Credit Spreads Are Saying About the Economy

What’s in Today’s Report: What Credit Spreads Are Saying About the Economy

How to Explain the Current Pullback to Clients & Prospects

What’s in Today’s Report: How to explain the current pullback to clients & prospects, Weekly market preview: Will Treasury yields stabilize?

Another Reason Treasury Yields Are Rising

What’s in Today’s Report: Another reason Treasury Yields are rising, and Chinese real estate firm Evergrande filed for bankruptcy overnight.

Pullback or Something More?

What’s in Today’s Report: Pullback or something more? EIA analysis and oil market update, and more…

Tom Essaye Quoted in Barron’s on August 15th, 2023

That’s why rising Treasury yields are a problem for stocks, because investors will rotate out of riskier equities and into…argues Essaye.

It’s Not How High Rates Go Anymore, It’s How Long They Stay There

What’s in Today’s Report: It’s not how high that matters anymore, it’s how long, Retail Sales & Empire State Manufacturing survey takeaways.

Tom Essaye Quoted in Barron’s on August 14th, 2023

Concerns about the Chinese economy grew this morning after real estate firm Country Garden suspended trading in select…said Tom Essaye.