Renewed Rotation Risks (Smart Money Is Getting Defensive)

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

The Fed is going to cut at some point—but nobody knows when

We’re at this point where we all know the Fed is going to cut at some point—but nobody knows when—and it’s all going to be up to the data,” he says.

The Most Important Long-Term Market Indicator

What’s in Today’s Report: The Most Important Long-Term Indicator for Markets and More…

Geopolitical factors remain the primary influence on the oil market

Geopolitical factors remain the “primary influence on the oil market,” and news that Israel…Tyler Richey, co-editor at Sevens Report Research, told MarketWatch.

The CPI report has the potential to either push the S&P 500 index to new highs

The CPI report has the potential to either push the S&P 500 index to new highs or extend the U.S. stock market’s drop last week, according to a Sevens Report Research note on Monday.

Investors are on edge that the Fed may delay rate cuts

Investors are on edge that the Fed may delay rate cuts from June until later in the summer (or late in 2024) if we get another hot employment report, Sevens Report founder Tom Essaye explained.

Investors are on edge the Fed may delay rate cuts

“Investors are on edge the Fed may delay rate cuts from June until later in the summer (or late in 2024) if we get another hot employment report,” Essaye wrote.