The bond market is now signaling a real chance of a greater-than-expected economic slowdown
“The bond market is now signaling a real chance of a greater-than-expected economic slowdown and falling yields are no longer a positive for markets. Going forward, the sooner Treasury yields can stabilize (ideally with the 10 year close to 4%) the better for markets,” wrote Sevens Report’s Tom Essaye in a note.
Futures are plunging globally on snowballing concerns about economic growth
Futures are plunging globally on snowballing concerns about economic growth following Friday’s soft jobs report, said Tom Essaye, founder of Sevens Report research.
What Makes This Stop? (Key Indicators to Watch)
What’s in Today’s Report: What Makes This Stop? (Seven Indicators to Watch) and Chart – VIX Spikes to Pandemic Highs.
We started the landing a couple months ago
“We started the landing a couple months ago,” Essaye says. “It’s no different than when you’re on an actual plane. Sometimes the plane descends more quickly than other times, but that doesn’t mean that you’re crashing.”
The main reason the geopolitical tensions have not had a more pronounced impact on the global energy markets
The main reason the geopolitical tensions have not had a more pronounced impact on the global energy markets since tensions in the Middle East first picked up last fall is that there has not been a meaningful impact on global supply, said Tyler Richey, co-editor of Sevens Report Research.
Helped rekindle a bid in the AI-trade
“Better-than-expected corporate earnings from domestic chip giant AMD [Advanced Micro Devices] helped rekindle a bid in the AI-trade,” writes Sevens Report’s Tom Essaye.
Why the Gaetz Withdrawal Sparked Yesterday’s Rally
/in Investing, Reports/by Tom EssayeWhat’s in Today’s Report: Why the Gaetz Withdrawal Sparked Yesterday’s Rally