How the Magnificent Seven and the Kansas City Chiefs Are Similar
What’s in Today’s Report: How the Magnificent Seven and the Kansas City Chiefs Are Similar (Bubble Watch)
Why Didn’t Hot Inflation Data Cause a Bigger Drop?
What’s in Today’s Report: Why Didn’t the Hot Inflation Data Cause a Bigger Drop? Economic Takeaways – Are Stagflation Risks Rising?
Why Have Stocks Already Recouped Most of Tuesday’s Losses?
What’s in Today’s Report: Why Have Stocks Already Recouped Most of Tuesday’s Losses?
The Reason Stocks Dropped Was Because The CPI Report
“Instead, the reason stocks dropped was because the CPI report was the first data point in 2024 to not confirm these fantastically positive assumptions that have driven this rally.”
Growth Data Becomes Even More Important
Essaye adds that Thursday’s growth data becomes even more important because the bullish thesis is built on a belief the central bank cuts rates and growth stays stable.
The Market Had Gotten Ahead Of Itself
Sevens Report Research’s Tom Essaye told Barron’s in a phone interview that while the report didn’t imply that inflation was bouncing back significantly, the market had gotten ahead of itself by pricing in inflation crashing to the Federal Reserve’s 2% target.
How Clients Should View Political Headlines
/in Investing, Reports/by Tom EssayeWhat’s in Today’s Report: How Clients Should View Political Headlines.