Market Intelligence – Page 436 – Sevens Report Research

Contrarian Opportunity in Chinese Tech (3 ETFs)

November 12, 2024/in Investing, Reports/by Tom Essaye

What’s in Today’s Report: Can Singles’ Day and Stimulus Offset Concerns in Chinese Stocks?

Tom Essaye Quoted in Barrons on January 23, 2019

January 25, 2019/in Investing/by Nidhi Maniar

Tom Essaye Quoted in Barrons on January 23, 2019. His take on this unpredictable market.

Positive News on the U.S. Consumer (Good for Stocks)

January 25, 2019/in Investing/by Tom Essaye

Positive news on the U.S. consumer (good for stocks), futures are moderately higher thanks to a dovish Fed article in the WSJ and more solid earnings (SBUX), the WSJ reported that Fed officials are considering ending their balance sheet reduction earlier than expected, and that’s helped lift futures & more.

A Sector With Relative Clarity (and Opportunity)

January 24, 2019/in Investing/by Tom Essaye

A sector with relative clarity (and opportunity), futures are slightly higher, January flash PMIs in Japan and the EU were disappointing, today the big number is the U.S. Flash Composite PMI (E: 54.2), as markets are looking for more signs of economic stabilization following the loss of momentum in December and more.

Dow Theory Update

January 23, 2019/in Investing/by Tom Essaye

Dow theory update, existing home sales analysis, US futures are bouncing modestly as yesterday’s spike in volatility is digested while major averages in Europe and Asia were little changed during a quiet night of trade and more.

Key Earnings Week

January 22, 2019/in Investing/by Tom Essaye

Earnings update and outlook, U.S. futures are tracking global shares lower on renewed economic growth concerns after Chinese GDP hit a near three-decade low of +6.6% in 2018 while the IMF reduced 2019 global economic growth forecasts to 3.5% from 3.7%, today there is just one economic report to watch: Existing Home Sales and more.

Time to Get More Defensive?

January 18, 2019/in Investing/by Tom Essaye

Futures are moderately higher thanks to rising U.S./China trade optimism, yesterday’s WSJ article that stated U.S. officials are considering reducing China tariffs spurred a global rally, despite being disputed by administration officials, economic data was mildly disappointing as Japanese CPI (0.7% vs. (E) 0.8%) and UK Retail Sales (-0.9% vs. (E) -0.8%) both slightly missed estimates, although neither report is moving markets and more.