Goldilocks data that’s in-line with expectations is the best outcome
Goldilocks data that’s in-line with expectations (so not too good or too bad) is the best outcome for a continued rebound in stocks and bonds, said Tom Essaye at The Sevens Report.
Expectations for economic growth, inflation, and Federal Reserve policy
Tom Essaye, founder and president of Sevens Report Research, isn’t so sure. He thinks it comes down to the things that always move the bond market—expectations for economic growth, inflation, and Federal Reserve policy.
Growth and inflation have been firmer than expected
It’s much more likely the 10-year yield has risen to three-month highs because growth and inflation have been firmer than expected,” according to a note Wednesday from Sevens Report Research.
Unhealthy Price Action and Revisiting Credit Spreads
What’s in Today’s Report: Tech Update – An Unhealthy Start to a Critical Two Weeks.
What Yesterday’s “Inside Day” Means for Markets
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Why the Next Two Weeks Are So Important For This Market
What’s in Today’s Report: Why the Next Two Weeks Are So Important For This Market.
Why the Gaetz Withdrawal Sparked Yesterday’s Rally
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