Did Powell Really Get More Hawkish on Tuesday?

What’s in Today’s Report: Did Powell Really Get More Hawkish on Tuesday? And EIA Update and Oil Market Analysis.

The results from a Citi survey of institutional investors show that cash holdings by institutional investors are at the lowest level since before the financial crisis..png

Momentum Indicator Update, July 11, 2017

Get the simple talking points you need to strengthen your client relationships with a free trial of The Sevens Report.  About two months ago, as markets were grinding relentlessly higher despite underwhelming economic fundamentals, I identified four momentum indicators that would tell us when this market was losing momentum and when the chances for a pullback […]

Weekly Market Cheat Sheet

Weekly Market Cheat Sheet, July 10, 2017

The Sevens Report is the daily market cheat sheet our subscribers use to keep up on markets, leading indicators, seize opportunities, avoid risks and get more assets. Get a free two-week trial with no obligation, just tell us where to send it. Last Week in Review: Reflation on? Not just yet, but last week’s data […]

What Does Reflation Actually Mean for the Economy-

What Does “Reflation” Actually Mean?, July 7, 2017

What Does “Reflation” Actually Mean? One of the reasons I started the Sevens Report more than five years ago was because I hated the overuse of jargon by analysts and commentators. Frankly, markets and economics are not particularly complicated topics. There are a lot of variables involved, so getting the future right is difficult. However, […]

Jobs Report Preview

Goldilocks Jobs Report Preview, July 6, 2017

Goldilocks Jobs Report Preview: What Will Make the Report too Hot, too Cold, or Just Right? Given the Fed’s newfound confidence in inflation and economic growth, the bigger risk for stocks will be if tomorrow’s number comes in “Too Cold,” and further implies the economy is losing momentum into a hiking cycle. However, while a […]

7 Dates That Could Make or Break the Market in Q3

7 Dates That Could Make or Break the Market in Q3, July 5, 2017

The Sevens Report is the daily market cheat sheet our subscribers use to keep up on markets, seize opportunities, avoid risks and get more assets. The first half of 2017 was defined by historically low volatility, and one of the quietest macro calendars we’ve had in years. However, with several parts of the market and […]

Breakout or Breakdown- Why the Next Two Weeks Will be Critical For the Rally

Breakout or Breakdown: Why the Next Two Weeks Will be Critical For the Rally, June 30, 2017

The Sevens Report is the daily market cheat sheet our subscribers use to keep up on markets, seize opportunities, avoid risks and get more assets. We’re coming to a bit of a fork in the road here in markets and the economy. The market appears to be accepting the reality that even with some lackluster […]