What Credit Spreads Are Saying About the Economy

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

Why the Sintra Comments Were Slightly Hawkish

What’s in Today’s Report: Why the Sintra comments were slightly hawkish, Clarifying the “Growth On” trade vs. “Growth” style, and more…

Sevens Report Analysts Quoted in Morningstar on June 27th, 2023

Looking ahead, the turmoil within Russia is unlikely to have a material impact on oil markets…said analysts at Sevens Report Research.

What’s Changed Since February? (Other than the S&P 500, Not Much)

What’s in Today’s Report: What’s changed since February? (Other than the S&P 500, not much) May Durable Goods Orders and more…

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Tom Essaye Quoted in Swissinfo.ch on June 26th, 2023

Looking forward, obviously this injects more geopolitical uncertainty into the world, but as long as commodity prices…Tom Essaye wrote.

Tom Essaye Quoted in Barron’s on June 23rd, 2023

If the data meaningfully disappoints, especially in the service sector, expect more…wrote Tom Essaye, president of Sevens Report Research.

Why the Fed Wants Higher Rates

What’s in Today’s Report: Why would the Fed keep hiking rates if inflation is coming down? Jobless Claims chart, and more…