The Rotation Out of Tech Continues

What’s in Today’s Report: The Rotation Out of Tech Continues

CNBC logo

Tom Essaye Quoted in CNBC on May 13, 2019

Tom Essaye quoted in CNBC on May 13, 2019. “Volatility surged to multi-month highs last week as US-China trade war drama unexpectedly escalated…”

Copper Pennies

Another Update From Dr. Copper (It’s Been Right)

What’s in today’s report: Another update from Dr. Copper, futures are modestly weaker following disappointing Chinese economic data, the key reports today (in order of importance) are: Retail Sales (E: 0.2%), Empire State Manufacturing Survey (E: 9.0), Industrial Production (E: 0.0%), Housing Market Index (E: 64). and more…

U.S.-China maps

Sectors Insulated from the Trade War

What’s in today’s market: Context for U.S.-China trade: Identifying sectors insulated from trade risks, U.S. stock futures, trade is obviously going to continue, China’s retaliatory tariff deadline of June 1st and Trump’s indecision on the next round of tariffs were received as incremental positives and more…

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Tom Essaye Interviewed with Yahoo Finance on May 13, 2019

Tom Essaye Interviewed with Yahoo Finance on May 13, 2019. A very timely chat on tariffs, fear within the market, what to expect and more…

Latest on Trade (Why Are Stocks Down?)

What’s in today’s report: Latest on trade (why are stocks down this morning?), weekly market preview, weekly economic cheat sheet, Futures are down more than 1% and more…

U.S.-China maps

Trade War Update (After Tariff Increases)

What’s in today’s report: Trade war update, futures are marginally weaker as the U.S. increased tariffs, economic data was solid, we also get the most important economic data point of the week: CPI (E: 0.4%) and more.