Tom Essaye Quoted in International Business Times on August 5, 2020

“The bottom line is that if we do see real disappointment in stimulus or the vaccine, then a 10%…” said Tom Essaye of The Sevens Report, in a note.

Is This As Good As It Gets for the S&P 500?

Is This As Good As It Gets for the S&P 500? The outlook for U.S. stocks remains positive, as the “Four Pillars” of the rally remain intact:  Global central bank accommodation (this was mildly solidified last week by the ECB and the soft jobs report), a clear macro-economic horizon (also further solidified by the Ukraine/Russia […]

Bond Bulls Not Done Yet

Bonds are rallying as bulls make a last stand

In Focus: ECB Decision

ECB Decision The ECB shocked/surprised markets last week by announcing a targeted, private-market QE program that will begin in October. This decision, combined with the start of the TLTRO, represents a significant bullish tailwind on the euro zone that should not be ignored. What Happened: The important event you need to be aware of from […]

Why You Need to Care More About the ECB Than You Probably Do.

Why You Need to Care More About the ECB Than You Probably Do. I realize not everyone will have read this by the time the ECB makes its policy announcement (in 45 minutes) or when Draghi holds his press conference (in 90 minutes), but I want to include this analysis because simply put, Europe is […]

Tom Essaye Discusses Interest Rates on CNBC’s Closing Bell 8-1-2014

Tom Essaye discusses the outlook for interest rates and makes the case for regional banks despite the market sell off on CNBC’s Closing Bell.  Click the link below to view the video. http://video.cnbc.com/gallery/?video=3000297300&play=1

Who’s Who in the Fed

WHO’S WHO IN THE FED