Powell Speech Preview (What’s Expected, Dovish If, Hawkish If Scenarios)

What’s in Today’s Report: Powell Speech Preview (What’s Expected, Dovish If, Hawkish If Scenarios)

Tom Essaye Quoted in Barron’s on June 30th, 2023

The 23 largest banks in the U.S. passed the Fed’s annual stress tests, and…Tom Essaye, founder of research firm Sevens Reports, wrote.

Why Economic Data Will Decide if the Rally Continues in 2H ’23

What’s in Today’s Report: Why economic data will decide if the rally continues in 2H ‘23, Weekly market preview, and more…

Is “No Landing” Back?

What’s in Today’s Report: Is “No Landing” back? Why Thursday’s data was positive for the “Growth On” basket, and more…

Tom Essaye Quoted in MarketWatch on June 28th, 2023

If the current Fed is listening to Bernanke (and I imagine they are), then the Fed may be more focused on unemployment than…says Essaye.

Why the Sintra Comments Were Slightly Hawkish

What’s in Today’s Report: Why the Sintra comments were slightly hawkish, Clarifying the “Growth On” trade vs. “Growth” style, and more…

Sevens Report Analysts Quoted in Morningstar on June 27th, 2023

Looking ahead, the turmoil within Russia is unlikely to have a material impact on oil markets…said analysts at Sevens Report Research.