The Rotation Out of Tech Continues

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

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Tom Essaye Quoted in MarketWatch on March 1, 2019

Tom Essaye, president of the Sevens Report, said, “that the market in general, and industrial stocks in particular, have been consolidating gains this week because of said that the market in general, and industrial stocks in particular, have been consolidating gains this week because…”

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A Make Or Break Month Ahead

Why March will be a make or break month for the 2019 rally, Q4 GDP Report, Futures are moderately higher, Chinese shares are up 1%, Today focus will be on data as we get two important economic reports and more.

Tom Essaye Appeared on Cheddar on February 27, 2019

Tom Essaye, joined Cheddar to discuss the contradicting narratives coming from President Trump, market concerns, U.S.-China trade deal negotiations, political uncertainty, Cohen testimony and more.

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Two Important Takeaways from Yesterday’s Testimonies

What are we talking about: Yesterday’s most important testimony (it wasn’t Cohen), Futures are modestly lower again this morning following more disappointing Chinese economic data, global growth remains a concern as the Chinese Feb. manufacturing PMI missed estimates, the U.S./North Korea summit ended early and without a substantive agreement and more.

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A New Risk For Bond Portfolios?

Powell’s Senate testimony takeaways (not a dovish catalyst near term), did the Fed quietly make a long term policy change? (it means higher inflation could be coming), Futures, economic data was spare as Euro Zone money supply slightly missed estimates and more.

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What a Trade Deal Means for the Rally

What a U.S. – China trade deal means for the rally, Futures are down modestly and international shares were broadly lower overnight, the German GfK Consumer Climate report was in-line with estimates and more.