Markets Today
/in Investing/by Tom 2What’s Inside Today’s Report — Why yesterday’s headlines were fundamentally positive for Europe Futures are higher this morning as Europe rebounds from Monday’s declines and China surged higher on hopes of more free market reforms. China was the out-performer o/n, rallying more than 2% after President Jinping said other regions should copy the Shanghai free […]
Your Weekly Economic Cheat Sheet
/in Investing/by Tom 2Last Week The market needed economic data last week to show that the global economy wasn’t as bad as markets had come to believe over the past month, and the data delivered. On the growth and inflation fronts (the two main areas of concern for risk assets), data last week were solid if unspectacular (but […]
Markets Today
/in Investing/by Tom 2What’s Inside Today’s Report: — Four reasons stocks rebounded (and what it means going forward). — Weekly economic cheat sheet. Futures are very slightly negative but are being weighed down by European shares (specifically Italy), which are declining following the bank stress test results and some more lack luster German data. Despite the stock reaction […]
What You Need to Know About the Deflation Threat
/in Investing/by Tom 2What You Need to Know About the “Deflation” Threat We are on the eve of another CPI report. As we look back over the last month, the surprise steep decline in the September CPI release was one of the catalysts that turned this market lower, as focus shifted squarely to dis-inflation and the stronger dollar. […]
Weekly Economic Cheat Sheet
/in Investing/by Tom 2Last Week We got a lot of data and central bank speak last week, but not a lot changed from a macro standpoint—except we were reminded that the U.S. economic rebound remains very much intact, despite mixed data. And, that was an incremental positive late in the week. Despite that strong finish, things were ugly […]
Greek Bond Yields Surge
/in Investing/by Tom 2Sign up for a Free Two Week Trial on the right hand side of this page to read our analysis of the current turmoil in Europe.
Year-end positioning and lackluster trading volumes
/in Investing, Reports/by Customer ServiceSevens Report President Tom Essaye believes year-end positioning and lackluster trading volumes—issues that will ease after New Year’s—are the real culprits behind the declines.