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

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

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FOMC Takeaways (Dovish Gamechanger?)

Today’s report: FOMC takeaways, EIA analysis, oil update, stock futures are rallying towards all-time highs, gold is up nearly 3%, momentum is clearly higher for stocks right now and more…

Tom Essaye Quoted in Barron’s on June 18, 2019

“Today will likely be dominated by pre-Fed positioning and trading should be quiet, although there’s always the chance we get a U.S.—China trade…” writes Tom Essaye.

Perspective on Yesterday’s Rally

What’s in today’s report: Perspective on yesterday’s bullish catalysts, is ECB QE bullish for European stocks?, today is clearly all about the FOMC Decision at 2:00 p.m. ET and more…

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Tom Essaye Quoted in MoneyWeek on June 14, 2019

“You had a market that became very pessimistic and then all of a sudden we had the Fed’s dovish rhetoric and no…” says Tom Essaye.

Magnifying glass

FOMC Preview (Will the Fed Confirm the Rally?)

What’s in today’s report: FOMC preview – Will the Fed confirm the rally?, Futures are modestly higher, today will likely be dominated by pre-Fed positioning and trading should be quiet and more…

Bull

Why Are Stocks So Resilient (And Can It Last?)

What’s in Today’s Report: Why are stocks so resilient (and can it last?), Last week’s key event (it wasn’t Mexican tariffs), weekly market preview, weekly economic cheat sheet and more.