Semiconductors: Bull vs. Bear Case (Important for the Market)

What’s in Today’s Report: Semiconductors (SOX): Bull vs. Bear Case

U.S.-China Map

What’s Next for the U.S. and China?

What’s in today’s report: What’s next for the U.S.-China trade talks? Dr. Copper is not buying the stock rally, global PMI analysis, U.S. stock futures are slightly lower this morning and more…

President Trump

Trump/Xi Meeting Takeaways (Good, But Not That Good)

What’s in today’s report: Trump/XI meeting takeaways & updated market outlook, weekly market preview, weekly economic cheat sheet and more…

US China flags

Trump/XI Meeting Day (Finally)

What’s in today’s report: What caused the late week rally (don’t forget it’s quarter end too), a positive sign in housing, Trump and Xi meet at 10:30 p.m. ET and more…

CNBC logo

Tom Essaye Quoted in CNBC on June 27, 2019

“For now what the bond market is doing is signaling the chances of a recession are more likely than the chances of a renewal of the expansion,” said Tom Essaye, founder of Sevens Report Research.

CNBC logo

Tom Essaye Quoted in CNBC on June 27, 2019

“We’ve consistently repeated that the rally in stocks to essentially new highs has been driven by hopes of Fed rate cuts and a U.S.-China trade truce…” said Tom Essaye, founder of The Sevens Report.

G-20 Preview (What It Will Mean for Stocks)

What’s in today’s report: G-20 preview (What’s expected, bullish if, bearish if, and market reactions), Oil update – A bullish inventory number, Futures are marginally higher and more…