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, […]
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, 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, 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 […]
China’s Inverted Yield Curve, June 28, 2017
If A Yield Curve Inverts In China, Does It Signal A Looming Recession? 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. Start your free trial today. Last week, in our post, “Will Chinese Credit Impulse Impact Global Markets?“, […]
When Will the Decline in Bond Yields Matter?, June 27, 2017
Get the simple talking points you need to strengthen your client relationships with a free trial of The Sevens Report. For three months, we and other macro analysts have been warning that the bond market, via falling yields and a flattening yield curve, was sending a worrisome signal about future economic growth and inflation. And, […]
Still A Soft Landing, But Growth Is Slowing
/in Investing, Reports/by Tom EssayeWhat’s in Today’s Report: Hard Landing/Soft Landing Scoreboard: Still A Soft Landing, But Growth Is Slowing.