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.
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.
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.
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.
Seven Macro Catalysts
Seven “If’s” that will move this market, money flows are decidedly risk-on this morning thanks to renewed optimism about U.S.–China trade negotiations, President Trump officially delayed the March 1st tariff deadline, economic reports, U.S.–China trade negotiations, market moving catalysts and more.
The bullish thesis for stocks is stronger now
/in Investing, Reports/by Customer ServiceTom Essaye, founder and president of the Sevens Report, says the bullish thesis for stocks is stronger now because all of the tests set up two weeks ago were passed.