Renewed Rotation Risks (Smart Money Is Getting Defensive)

What’s in Today’s Report: Recent Sector Performance Points to Smart Money Getting Defensive

Will the Trump Verdict Impact Markets?

What’s in Today’s Report: Will the Trump Verdict Impact Markets?

The market just seems like it can’t find the middle

“The market just seems like it can’t find the middle,” Sevens Report Research’s Tom Essaye told Barron’s in a phone interview.

One Emerging Market Winner (Regardless of the Election Outcome)

What’s in Today’s Report: Politics in Focus: One Emerging Market Winner (Regardless of the President)

Investors still view ‘bad data as good for stocks’

“For now, investors still view ‘bad data as good for stocks’ as it makes rate cuts more likely so a small miss vs. expectations should extend the early rally,” writes Sevens Report Research’s Tom Essaye.

Breadth matters because it basically speaks to investor conviction about fundamentals

Breadth matters because it basically speaks to investor conviction about fundamentals, Sevens Report Research’s Tom Essaye tells Barron’s.

Explaining This Market to Clients (Summer Edition)

What’s in Today’s Report: Explaining This Market to Clients (Summer Edition)