Investor hopes around “immaculate disinflation” may be coming undone
That’s a sign that investor hopes around “immaculate disinflation” may be coming undone, said Tom Essaye, founder of Sevens Report Research, in a Monday note.
Market Multiple Chart: Multiple Expansion Lifts Scenario Targets
What’s in Today’s Report: MMT Chart: Multiple Expansion Lifts Scenario Targets
Investors might be getting a little more nervous around growth
In fact, investors might be getting a little more nervous around growth, wrote Sevens Report President Tom Essaye on Friday.
The consumer sentiment reading will be the inflation data in that report
But, more important than the consumer sentiment reading will be the inflation data in that report, writes Sevens Report Research’s Tom Essaye.
Investors are taking a bit off the top with markets hovering near all-time highs.
Sevens Report Research’s Tom Essaye told Barron’s that he thinks investors are taking a bit off the top with markets hovering near all-time highs.
Market Multiple Table: Pushing Justifiable Valuations
What’s in Today’s Report: June Market Multiple Table – Pushing the Edge of Justifiable Valuations
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