How Clients Should View Political Headlines

What’s in Today’s Report: How Clients Should View Political Headlines.

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Fed Preview

What’s in Today’s Report: FOMC Preview: Hawkish-If vs. Dovish-If and 10-Yr Treasury Note Yield Hits 2024 High: Chart.

It’s All About Growth

What’s in Today’s Report: Cut Through the Noise: It’s All About Growth and Weekly Market Preview – Fed Decision and Forecasts in Focus

Why Yesterday’s Data Was Worse Than the Market Reaction

What’s in Today’s Report: Why Yesterday’s Data Was Worse Than the Market Reaction and more.

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The AI craze is a modern gold rush

The AI craze is a modern gold rush, and the tech ‘picks and shovels companies’ are seeing earnings explode as companies buy chips and cloud space to fuel the boom…said Tom Essaye.

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Fundamentals are positive, they still don’t justify current valuations

While the fundamentals are positive, they still don’t justify current valuations — making the market vulnerable to a negative surprise…according to Tom Essaye, founder of the Sevens Report.

Hawkish central-bank policy is bad for the oil market

“Hawkish central-bank policy is bad for the oil market, because high interest rates over time act as a steady headwind…Tyler Richey, co-editor at Sevens Report Research, told MarketWatch.