The Yield Curve May Un-Invert Soon. Why That’s Not Good (Historically)
What’s in Today’s Report: The Yield Curve May Un-Invert Soon. Why That’s Not Good (Historically)
Economic growth must remain resilient and we cannot have a growth scare
Economic growth must remain resilient and we cannot have a growth scare,” said Tom Essaye, founder of Sevens Report Research.
The performance gap between tech and the rest of the market
“The performance gap between tech and the rest of the market is so wide that it’s reasonable to expect continued closing of that gap as markets more fully embrace the idea of the start of a rate cutting cycle,” summarized Sevens Report founder Tom Essaye.
I think this will cause a bit of a correction
“I think this will cause a bit of a correction, and a bit of a widening. How long it lasts depends on growth.” Sevens Report Research’s Tom Essaye tells Barron’s.
The Fed needs a few more ‘good’ reports on inflation
“Stepping back, the Fed needs a few more ‘good’ reports on inflation to cut rates in September. This can be one of those needed ‘good’ reports and keep the rally rolling (although it won’t be a new, positive catalyst as markets already assume ongoing disinflation),” said Tom Essaye, founder of Sevens Report Research, in a note.
The Important Question in a Noisy Market
What’s in Today’s Report: The Important Question in a Noisy Market
Is the Yen Carry Trade Become A Headwind on Markets?
/in Investing, Reports/by Tom EssayeWhat’s in Today’s Report: Is the Yen Carry Trade Become A Headwind on Markets?