Why Rising Treasury Yields Are a Headwind on Stocks
What’s in Today’s Report: What’s Country Garden and why does it matter? Equity Risk Premium: Why Rising Bond Yields Are a Headwind on Stocks.
Tom Essaye Quoted in Morningstar on August 13th, 2023
This scenario would essentially undermine the three pillars of the rally, and as such investors should expect a…Tom Essaye said.
Tom Essaye Quoted in Barron’s on August 11th, 2023
The market already assumes continued disinflation, so the fact that inflation…Sevens Report Research founder Tom Essaye told Barron’s.
Tom Essaye Quoted in Barron’s on August 9th, 2023
The Italian government clarified that a windfall tax on bank profits would be capped, sparking a relief rally in…Tom Essaye writes.
What Can Push Stocks Higher from Here?
What’s in Today’s Report: What can push stocks higher from here? (Four candidates), Do the three pillars of the rally get further reinforced?
Hard Landing/Soft Landing Scoreboard Update
What’s in Today’s Report: Hard Landing & Soft Landing Scoreboard update, July’s CPI reading takeaways, and more…
Corporate earnings growth and interest rate movements are likely to more directly impact equity prices.
/in Investing, Reports/by Customer ServiceThe stock market fallout of shifting expectations for November’s election will likely be “very short term,” Sevens Report founder Tom Essaye wrote to clients, as more directly impactful developments like corporate earnings growth and interest rate movements are likely to more directly impact equity prices.