Yield Curves and Real Rates
What’s in Today’s Report: Yield curves and real rates, Ceasefire talks between Ukraine and Russia, Quarterly Letter sign up, and more…
Tom Essaye Quoted in Barron’s on March 24, 2022
Implying the Russia/Ukraine war wasn’t materially slowing growth…wrote Tom Essaye, founder of Sevens Report Research.
Have the Real Headwinds on Stocks Even Started Yet?
What’s in Today’s Report: Have the real headwinds on stocks even started yet? Is economic growth stable? Jobs Report on Friday, and more…
What’s Driving Stocks
What’s in Today’s Report: What’s driving stocks, Natural gas update (New highs ahead?), this week’s economic data, and more…
Is the 10’s-2’s Spread Outdated?
What’s in Today’s Report: Is the 10’s-2’s Spread outdated? EIA analysis and oil market update (Prices back near the recent highs)
Sevens Report Co-Editor Tyler Richey Quoted in Market Watch on March 17, 2022
Upwards of 3 million barrels a day in Russian oil supply could be lost in the…said Tyler Richey, co-editor at Sevens Report Research.
History suggests the answer is probably no
/in Investing, Reports/by Customer ServiceHistory suggests the answer is probably no. More often, the reversal of a yield-curve inversion has signaled that the wheels are about to come off the economy and the stock market with it, according to Tom Essaye, a former Merrill Lynch trader and founder of Sevens Report Research.