An excerpt below from today’s subscriber edition of Sevens Report. Fed Balance Sheet Primer Markets remain consumed by politics and geopolitics, but really the biggest macro surprise so far for 2017 came from the Fed last week, with the realization that they could begin to shrink their balance sheet in 2017. That event has potentially […]
I was a guest on Adam Johnson’s podcast “The Bell” last week. We talk auto sales, free tuition, and a lot more. We were also joined by Dan Wiener, editor of the The Independent Adviser for Vanguard Investors, who shares his 5 favorite funds and most “liquid” investment. Get a free two-week trial of Tom Essaye’s Sevens Report—everything […]
https://sevensreport.com/wp-content/uploads/2017/03/Bullseye-square.jpg628628Tom Essayehttps://sevensreport.com/wp-content/uploads/2019/02/sevens-report-research-logo.pngTom Essaye2017-04-10 11:12:202017-04-10 11:12:20Tom Essaye on “The Bell” Podcast with Dan Wiener and Adam Johnson
Last Week in Economics – 4.3.17 Signs of a slight loss of economic momentum continued last week, and while on an absolute level growth remains “fine,” stocks need consistently better data to off-set lack of action in Washington, and that’s simply not happening right now. As a result, stocks are “stuck” at the current levels […]
https://sevensreport.com/wp-content/uploads/2017/04/Sevens-Report-Calendar.png800800Tom Essayehttps://sevensreport.com/wp-content/uploads/2019/02/sevens-report-research-logo.pngTom Essaye2017-04-10 08:05:212017-04-10 08:14:23Last Week and This Week in Economics, April 10, 2017
For the second month in a row the major issue for tomorrow’s jobs report is simple: Will it cause the Fed to consider more than three rate hikes in 2017? If the answer is “yes,” then that’s a headwind on stocks. If the answer is “no,” then stocks should comfortably maintain the current 2300-2400 trading […]
Copper futures maintained gains in resilient trade yesterday despite the sharp reversal in stocks and general risk-off money flows. Continued strength in “Dr. Copper” could be signaling a retest of all-time-highs in stocks.
This is an excerpt from today’s Sevens Report—everything you need to know about the markets in your inbox by 7am, in 7 minutes or less. One of the reasons I watch all asset classes so closely is because I’ve learned that other sectors often will confirm (or not confirm) a move in the stock market. […]