Economics: This Week and Last Week. February 21, 2017
An excerpt from today’s Sevens Report. Subscribe now to get the full report in your inbox before 7am each morning. Both economic growth and inflation accelerated according to last week’s data, and while the former continues to help support stocks despite a darkening outlook from Washington, the latter also is increasing the likelihood of a […]
What impact are Trump’s headlines having on markets?
After impacting the markets with his comment about a forthcoming “phenomenal” tax plan, the markets have been surprisingly unmoved by any of the headlines coming in from Washington D.C. This week, we’ve seen stocks focusing on the good economic data (retail sales, Empire Manufacturing) and ignoring the political drama (Trump’s Labor Secretary nominee, Andrew Puzder, withdrew yesterday). […]
Did One Fund Cause The Rally?
Make sense of the rumors FAST. Below is an excerpt from today’s Sevens Report: www.7sReport.com. Easily the biggest story that circulated trading desks Thursday morning was an article that a $4 billion options fund was blowing up. In doing so, the implication was that is what has caused the relentless really we’ve seen in stocks […]
How Big a Risk is a Trade or Military Dispute? February 16, 2017
An excerpt from the Sevens Report. Sign up for a two-week free trial of the full report at www.7sReport.com. Earlier this week I began profiling non-political risks to explore when making decisions for your clients and talking with prospects. Here’s number three: Non-Political Risk #3: Surprise Trade or Military Dispute Surprisingly, and potentially dangerously, the […]
What’s the Specific Word Trump Said That Sent the S&P 500 Through 2300 Last Week?
Last week started off a little down on Monday, then flat on Tuesday and Wednesday. Thursday looked like it was going to be another boring day until President Trump made comments during an airline CEO meeting that he would present a “phenomenal” tax plan in a few weeks. Those comments were followed by a more […]
A More Hawkish-Than-Anticipated Federal Reserve: February 15, 2017
An excerpt from the Sevens Report. Sign up for a two-week free trial of the full report at www.7sReport.com. Yesterday I began profiling a couple of non-political risks to explore when making decisions for your clients and talking with prospects. Here’s the second: Non-Political Risk 2: A More Hawkish-Than-Anticipated Federal Reserve Profiling this risk seemed only natural, […]
Is the Yen Carry Trade Become A Headwind on Markets?
/in Investing, Reports/by Tom EssayeWhat’s in Today’s Report: Is the Yen Carry Trade Become A Headwind on Markets?