What Credit Spreads Are Saying About the Economy

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

Tom Essaye Quoted in Forbes on August 14th, 2023

The Country Garden news reinforced the notion that “recession risks in China are real,” explained Sevens Reports’ Tom Essaye.

Tom Essaye Quoted in MaketWatch on August 14th, 2023

Reminding investors of Chinese property market volatility from years ago and reinforcing that recession risks in China…said Tom Essaye.

Why Rising Treasury Yields Are a Headwind on Stocks

What’s in Today’s Report: What’s Country Garden and why does it matter? Equity Risk Premium: Why Rising Bond Yields Are a Headwind on Stocks.

Tom Essaye Quoted in Morningstar on August 13th, 2023

This scenario would essentially undermine the three pillars of the rally, and as such investors should expect a…Tom Essaye said.

Tom Essaye Quoted in Barron’s on August 11th, 2023

The market already assumes continued disinflation, so the fact that inflation…Sevens Report Research founder Tom Essaye told Barron’s.

Tom Essaye Quoted in Barron’s on August 9th, 2023

The Italian government clarified that a windfall tax on bank profits would be capped, sparking a relief rally in…Tom Essaye writes.