What Caused This Rotation From Growth to Value (And How Long Can It Last?)

What’s in Today’s Report: What Caused This Rotation From Growth to Value? How Long Can It Last?

What Fed Tapering Means for Markets

What’s in Today’s Report: What Fed tapering means for markets (Short term positive, medium term uncertainty), EIA and oil market update.

Fed Day

What’s in Today’s Report: FOMC preview (Abbreviated version), Reserve Bank of Australia decision, CME FedWatch Tool – chart, and more…

FOMC Preview - Magnifying Glass

FOMC Preview

What’s in Today’s Report: FOMC preview, ISM Manufacturing Index – takeaways, Slightly lower futures, and more…

Tom Essaye Quoted in CNBC on October 28, 2021

The last few weeks have seen the ‘hawkish’ global central banks making a lot of noise…Tom Essaye of the Sevens Report said in a note.

NY Stock Exchange

Macro Clarity This Week?

What’s in Today’s Report: Can we get macro clarity this week? A very busy week (Final Oct. PMIs, Fed Decision, Jobs Report), and more…

ECB Decision Takeaways (Not as Dovish as Hoped)

What’s in Today’s Report: ECB decision takeaways (Not as dovish as hoped), Moderately lower futures, and more…