“Good, bad and ugly” outcomes for the April consumer-price index reading.
Tom Essaye, founder of Sevens Report Research, took a look Tuesday at potential “good, bad and ugly” outcomes for the April consumer-price index reading.
Even a small bout of stagflation would result in a 10%-20% decline in stocks
“Stagflation doesn’t have to be as bad as it was in the 1970s, but for a stock market that’s trading above 21 times earnings, the truth is that even a small bout of stagflation would result in a 10%-20% decline in stocks,” said Tom Essaye, founder of Sevens Report Research, in a Monday note.
Advisor Considerations of the “T+1” Settlement Change
What’s in Today’s Report: Practice Management Update: Examining the Upcoming Move to T+1 Settlement
How Long Can Goldilocks Last?
What’s in Today’s Report: How Long Can Goldilocks Last? Weekly Market Preview: More Updates on Growth and AI Enthusiasm (NVDA Earnings on Wednesday).
Still A Soft Landing, But Growth Is Slowing
What’s in Today’s Report: Hard Landing/Soft Landing Scoreboard: Still A Soft Landing, But Growth Is Slowing.
Short vs. Long Term Market Outlook (Is Falling Inflation & Slowing Growth Good for Stocks?)
What’s in Today’s Report: Short vs. Long Term Market Outlook (Is Falling Inflation & Slowing Growth Good for Stocks?)
Renewed Rotation Risks (Smart Money Is Getting Defensive)
/in Investing, Reports/by Tom EssayeWhat’s in Today’s Report: Recent Sector Performance Points to Smart Money Getting Defensive