The Political Outlook for Stimulus is Darkening, February 28, 2017
This is an excerpt from today’s Sevens Report. 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. Sign up for a free 2 week trial. It’s obviously impossible to say “when” this will matter to stocks, but I want to […]
The FOMC Expects a Rate Hike “Fairly Soon” – Here’s What We Think That Means. February 27, 2017.
This is an excerpt from today’s Sevens Report. You can get a free 2-week trial and see for yourself how the Sevens Report can give you fresh talking points for your client conversations, and help you outperform your peers. Read on to see our predictions for when the FOMC will announce the next rate hike. […]
Oil Market Internals Confirm Our View of “Lower-for-Longer” Price Environment, February 24, 2017
This is an excerpt from today’s Sevens Report. Sign up for your free two-week trial to get everything you need to know in your inbox, by 7am in 7 minutes or less. We have recently been monitoring the calendar spreads and term structure of WTI crude oil futures with a little more attention, as there […]
What The Oil Market Internals Are Telling US
While active, front month oil futures are threatening to break out to new highs for the year, back month futures are in clear downtrends, which is longer-term bearish for the energy complex.
Real Economics vs. Trump’s Washington Buzz
As has been the case since the election, the political noise in the market is deafening. But cutting through that noise, the reality is this: The gap between market expectations from Washington and the current reality has grown significantly in the month since Trump’s inauguration, and it is not an understatement to say that political […]
“Is the Stock Market Too Expensive?” February 23, 2017
“Is the Stock Market Too Expensive?” That’s a question I’m getting asked a lot lately by subscribers and colleagues. With stocks at record highs, there is a lot of worry that the market is unsustainably expensive. But, that’s simply not the case. Yesterday, in the full edition of The Sevens Report, we broke it down. Provided a three-part analysis of […]
A Likely Quiet Trading Day But With One Important Economic Report
/in Investing, Reports/by Tom EssayeFutures are modestly lower in quiet trading following the Christmas holiday.