What the Fed Decision Means for Markets
What’s in Today’s Report: What the Fed Decision Means for Markets: Still All About Growth and Fed Statement and SEP Takeaways.
What Is the Bitcoin “Halving?”
What’s in Today’s Report: What Is the Bitcoin “Halving?” and Manheim Used Vehicle Index Continues to Decline – Chart
The major question for tomorrow’s meeting is what do the dots say?
“The major question for tomorrow’s meeting is what do the dots say: two or three rate hikes?” Essaye says. “That’s really gonna determine how the market reacts to this meeting.”
The March FOMC meeting begins today
“The March FOMC meeting begins today and barring any material ‘tape bombs’ the markets should fall into a familiar positioning churn ahead of tomorrow’s policy announcement and Powell’s press conference,” writes Sevens Report Research’s Tom Essaye.
The key is growth, it’s not rate cuts
“The key is growth, it’s not rate cuts,” Sevens Report Research’s Tom Essaye told Barron’s.
Easing growth concerns surrounding the world’s second largest economy
Chinese retail sales rose 5.5% [versus expectations of 5.2%] and industrial output jumped 7% [versus expectations of 5%] to start 2024, easing some growth concerns surrounding the world’s second largest economy, however property sector woes persist, said Tom Essaye, the founder of Sevens Report Research.
Renewed Rotation Risks (Smart Money Is Getting Defensive)
/in Investing, Reports/by Tom EssayeWhat’s in Today’s Report: Recent Sector Performance Points to Smart Money Getting Defensive