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Sevens Report 9.16.24 – How to Explain This Market To Clients (September Update)
Sevens Report 9.13.24 – September Market Multiple Table Chart
Sevens Report 9.12.24 – What CPI Means for Markets (Fed Further Behind Curve?)
Sevens Report 9.11.24 – Is Oil’s Collapse an Anecdotal Warning Sign?
Sevens Report 9.10.24 – Market Multiple Table: Still Overvalued
Sevens Report 9.9.24 – The Real Problem for this Market (Not Growth)
Sevens Report 9.6.24 – Technical Update (Ahead of Jobs Report)
Sevens Report 9.5.24 – Jobs Report Preview (A Significant Change)
Sevens Report 9.4.24 – Revisiting the Yield Curve
Sevens Report 9.3.24 – Why This Market Is So Resilient (Again)
Sevens Report 8.30.24 – The Rotation Out of Tech Continues
Sevens Report 8.29.24 – Is Market Momentum Faltering?
Sevens Report 8.28.24 – Renewed Rotation Risks (Smart Money Is Getting Defensive)
Sevens Report 8.27.24 – Tech Weakness Amid Bullish Investor Sentiment
Sevens Report 8.26.24 – What Powell and Uedas’ Friday Comments Mean for Markets
Sevens Report 8.23.24 – Powell Speech Preview (What’s Expected, Dovish If, Hawkish If Scenarios)
Sevens Report 8.22.24 – The Concerning Gap Between Stocks, Treasuries and the Yen
Sevens Report 8.21.24 – Watch the BLS Revisions Today
Sevens Report 8.20.24 – The Most Important Central Banker This Week (Not Powell)
Sevens Report 8.19.24 – Updated Market Outlook
Sevens Report 8.16.24 – The Right Way to Think About Economic Growth Right Now
Sevens Report 8.15.24 – Why Falling Inflation Won’t Help Stocks Anymore
Sevens Report 8.14.24 – Two “Smart Market” Recession Signals to Watch For
Sevens Report 8.13.24 – CPI Preview
Sevens Report 8.12.24 – How Worried Should We Be About This Market?
Sevens Report 8.9.24 – Semiconductors: Bull vs. Bear Case (Important for the Market)
Sevens Report 8.8.24 – Market Multiple Table: Chart
Sevens Report 8.7.24 – Market Multiple Table: All About Growth
Sevens Report 8.6.24 – What Makes This Stop? (Key Indicators to Watch)
Sevens Report 8.5.24 – The Growth Scare Is Here (What It Means for Markets)
Sevens Report 8.2.24 – Why Stocks Dropped (What We’ve Been Worrying About)
Sevens Report 8.1.24 – What the Fed Decision Means for Market (Tailwind, For Now)
Sevens Report 7.31.24 – Technical Levels to Watch Today and Jobs Report Preview
Sevens Report 7.30.24 – FOMC Preview
Sevens Report 7.29.24 – A Potentially Pivotal Week for the 2024 Bull Market
Sevens Report 7.26.24 – Is the Yen Carry Trade Becoming A Headwind on Markets?
Sevens Report 7.25.24 – What is Causing This Pullback?
Sevens Report 7.24.24 – Dow Theory: Transports Sputter, Industrials Power On
Sevens Report 7.23.24 – Explaining My Market View More Clearly
Sevens Report 7.22.24 – Market Impact of Biden’s Decision
Sevens Report 7.19.24 – Olympic Style Ideas (Finding A Common Topic With Clients)
Sevens Report 7.18.24 – What Caused This Rotation From Growth to Value (And How Long Can It Last?)
Sevens Report 7.17.24 – The Yield Curve May Un-Invert Soon. Why That’s Not Good (Historically)
Sevens Report 7.16.24 – The Important Question in a Noisy Market
Sevens Report 7.15.24 – Market Impact of the Assassination Attempt on Former President Trump
Sevens Report 7.12.24 – Was Yesterday’s CPI Another Bullish Catalyst?
Sevens Report 7.11.24 – CPI Preview (Good, Bad & Ugly)
Sevens Report 7.10.24 – July MMT Chart and Powell Testimony Takeaways
Sevens Report 7.9.24 – Market Multiple Table: An Important Change
Sevens Report 7.8.24 – The Economy: Landing or Crashing?
Sevens Report 7.5.24 – Jobs Day
Sevens Report 7.3.24 – Jobs Report Preview
Sevens Report 7.2.24 – French Election Takeaways
Sevens Report 7.1.24 – Examining the Market Impacts of Thursday’s Debate
Sevens Report 6.28.24 – How and Why The French Election Could Impact Markets
Sevens Report 6.27.24 – Why Is NVDA Falling? (And Is It A Problem for the Market?)
Sevens Report 6.26.24 – Hard Landing vs. Soft Landing Scoreboard
Sevens Report 6.25.24 – Is Q2 Sector Performance Warning About Growth?
Sevens Report 6.24.24 – Does the Bullish Mantra Still Work?
Sevens Report 6.21.24 – Summer’s Finally Here – Investing in the Kids
Sevens Report 6.20.24 – Multiple Expansion Lifts Scenario Targets
Sevens Report 6.18.24 – Market Multiple Table: Pushing Justifiable Valuations
Sevens Report 6.17.24 – Is Disinflation Still Good for Markets? (The Answer May Surprise You)
Sevens Report 6.14.24 – Evidence That Investors Are Starting to Worry About Growth
Sevens Report 6.13.24 – What the Good CPI and Mixed Fed Message Means for Markets
Sevens Report 6.12.24 – FOMC Preview (All About the Dots)
Sevens Report 6.11.24 – CPI Preview: Good, Bad & Ugly
Sevens Report 6.10.24 – When Does Bad Economic Data Become Bad for Stocks?
Sevens Report 6.7.24 – Jobs Day Technical Preview & Wildcards to Watch
Sevens Report 6.6.24 – Jobs Report Preview (Too Hot, Too Cold, and Just Right)
Sevens Report 6.5.24 – A Concerning Divergence in Bond Markets
Sevens Report 6.4.24 – What Is the “Smart Market” Telling Us? (Part I)
Sevens Report 6.3.24 – Growing Economic Concerns
Sevens Report 5.31.24 – Is Bad Economic Data Starting to Pressure Earnings?
Sevens Report 5.30.24 – Will the Trump Verdict Impact Markets?
Sevens Report 5.29.24 – One Emerging Market Winner (Regardless of the Election Outcome)
Sevens Report 5.28.24 – Explaining This Market to Clients (Summer Edition)
Sevens Report 5.24.24 – Did the Last 48 Hours Make the Fed More Hawkish?
Sevens Report 5.23.24 – Is Investor Sentiment Getting Too Bullish?
Sevens Report 5.22.24 – How Important Is AI to This Market?
Sevens Report 5.21.24 – Advisor Considerations of the “T+1” Settlement Change
Sevens Report 5.20.24 – How Long Can Goldilocks Last?
Sevens Report 5.17.24 – Still A Soft Landing, But Growth Is Slowing
Sevens Report 5.15.24 – Key Levels to Watch: S&P 500, 10Y, Gold, VIX
Sevens Report 5.14.24 – CPI Preview: Good, Bad, & Ugly
Sevens Report 5.13.24 – Are Stagflation Risks Real?
Sevens Report 5.10.24 – Is Gasoline Demand Another Economic Warning Sign?
Sevens Report 5.9.24 – What Are The GRANOLAS and Why Are They Attractive?
Sevens Report 5.8.24 – An S&P 500 Priced for Perfection: May MMT Chart
Sevens Report 5.7.24 – May MMT Update: Less Bad News Is Not Good
Sevens Report 5.6.24 – Why the Outlook For Stocks Got Worse Last Week (Not Better)
Sevens Report 5.3.24 – Jobs Report Preview
Sevens Report 5.2.24 – Was the Fed Decision Positive? (No, Not Really)
Sevens Report 5.1.24 – A Flash of Fear: FOMC Technical Preview
Sevens Report 4.30.24 – Threat of More Rate Hikes? (FOMC Preview)
Sevens Report 4.29.24 – Why Stocks Have Really Pulled Back
Sevens Report 4.26.24 – Core PCE Price Index Preview (Next Potential Catalyst)
Sevens Report 4.25.24 – Here We Go Again: Why Bad Data Isn’t Good for Stocks
Sevens Report 4.24.24 – Bull Market Warning From Dow Theory
Sevens Report 4.23.24 – How Nervous Are Investors Right Now?
Sevens Report 4.22.24 – What Makes The Pullback Worse?
Sevens Report 4.19.24 – What Has Really Changed In This Market?
Sevens Report 4.18.24 – Did Powell Really Get More Hawkish on Tuesday?
Sevens Report 4.17.24 – A Return to Reasonable Valuations? April MMT Chart
Sevens Report 4.16.24 – Market Multiple Table: April Update
Sevens Report 4.15.24 – How Bad Was Last Week for the Rally?
Sevens Report 4.12.24 – Understanding Why the Decline in Inflation Has Stalled
Sevens Report 4.11.24 – What Does the Hot CPI Report Mean for Markets?
Sevens Report 4.10.24 – The Most Important Long-Term Market Indicator
Sevens Report 4.9.24 – CPI Preview: Good, Bad, Ugly
Sevens Report 4.8.24 – The Most Important Short-Term Market Indicator
Sevens Report 4.5.24 – Why Did Stocks Drop Again?
Sevens Report 4.4.24 – Jobs Report Preview (An Important One)
Sevens Report 4.3.24 – A Four Way Assault on the Bullish Mantra
Sevens Report 4.2.24 – Why the Falling Yen Matters to Your Clients
Sevens Report 4.1.24 – Assessing (and Ranking) Market Risks as We Start Q2
Sevens Report 3.28.24 – How the Baltimore Bridge Collapse Could Impact Markets
Sevens Report 3.27.24 – Is the Baltimore Bridge Collapse a Risk to Inflation?
Sevens Report 3.26.24 – The Rally Is Broadening
Sevens Report 3.25.24 – Updated Risk/Reward Outlook
Sevens Report 3.22.24 – The Fed’s “Dovish Upgrade” Dilemma
Sevens Report 3.21.24 – What the Fed Decision Means for Markets
Sevens Report 3.20.24 – What Is the Bitcoin “Halving?”
Sevens Report 3.19.24 – Fed Preview
Sevens Report 3.18.24 – It’s All About Growth
Sevens Report 3.15.24 – Why Yesterday’s Data Was Worse Than the Market Reaction
Sevens Report 3.14.24 – Market Multiple Table Chart: Bullish Momentum vs. Fair Value
Sevens Report 3.13.24 – Market Multiple Table: March Update
Sevens Report 3.12.24 – CPI Preview: Good, Bad, Ugly
Sevens Report 3.11.24 – Why Didn’t Stocks Rally Last Week? (Despite Good News)
Sevens Report 3.8.24 – Jobs Report Preview (Higher “Too Hot” Limits)
Sevens Report 3.7.24 – Jobs Report Preview (Will June Cuts Still Be Expected?)
Sevens Report 3.6.24 – Money Supply and Stocks: Is There a Disconnect?
Sevens Report 3.5.24 – Why the Tech Sector Is Like a Modern Day Gold Rush
Sevens Report 3.4.24 – Is This A Teflon Market? (No. Here’s Why)
Sevens Report 3.1.24 – Market Insights from the VIX and Lesser-Known SKEW
Sevens Report 2.29.24 – What Number Would Make Core PCE Negative for Stocks?
Sevens Report 2.28.24 – Hard vs. Soft Landing Scoreboard: More Signs of Slowing Growth
Sevens Report 2.27.24 – Which Sectors Benefit From Trump’s Policies
Sevens Report 2.26.24 – What’s Changed Since October (And Is It Worth A 25% Rally?)
Sevens Report 2.23.24 – Is this a “Platinumlocks” Market? Sentiment Update
Sevens Report 2.22.24 – What Blowout NVDA Earnings Mean for Markets
Sevens Report 2.20.24 – Why Didn’t Hot Inflation Data Cause a Bigger Drop?
Sevens Report 2.16.24 – Why Have Stocks Already Recouped Most of Tuesday’s Losses?
Sevens Report 2.15.24 – What is the “Short Vol” Trade and How Is It Impacting Markets?
Sevens Report 2.14.24 – Was Yesterday the Start of a Pullback?
Sevens Report 2.13.24 – CPI Preview: Good, Bad, and Ugly
Sevens Report 2.12.24 – What Could Interrupt This Rally?
Sevens Report 2.8.24 – Is NYCB the Canary in the Commercial Real Estate Coal Mine?
Sevens Report 2.7.24 – Updated Market Multiple Targets: S&P 500 Chart
Sevens Report 2.6.24 – Market Multiple Table: February Update
Sevens Report 2.5.24 – Cut Through the Market Noise: The Four Drivers of This Rally
Sevens Report 2.2.24 – Jobs Day (Updated Jobs Report Preview)
Sevens Report 2.1.24 – Was the Fed Decision Hawkish? No. Here’s Why.
Sevens Report 1.31.24 – Key Technical Levels to Watch on Fed Day
Sevens Report 1.30.24 – Fed Meeting Preview
Sevens Report 1.29.24 – Five Bullish Market Assumptions Updated (Are They Still True?)
Sevens Report 1.26.24 – What Earnings Are Saying About Current Economic Growth
Sevens Report 1.25.24 – China Cut Reserve Requirements. Does that Improve Risk/Reward?
Sevens Report 1.24.24 – Hard vs. Soft Landing Scoreboard: Losing Momentum?
Sevens Report 1.23.24 – Why Are Chinese Stocks So Weak? (And Is There an Opportunity?)
Sevens Report 1.22.24 – Time to Chase This Market?
Sevens Report 1.19.24 – What Are Credit Spreads Saying About This Market?
Sevens Report 1.18.24 – The Reason Stocks & Bonds Are Declining (You’ve Seen It Before)
Sevens Report 1.17.24 – Sentiment Update
Sevens Report 1.16.24 – Does March vs. May Really Matter?
Sevens Report 1.12.24 – Bitcoin ETF Primer (For Discussions With Clients)
Sevens Report 1.11.24 – Market Multiple Table Chart
Sevens Report 1.10.24 – CPI Preview: Good, Bad, and Ugly
Sevens Report 1.9.24 – Market Multiple Table: January Update
Sevens Report 1.8.24 – Why Did Stocks and Bonds Drop to Start 2024?
Sevens Report 1.5.24 – 2024 Technical Outlook: Key Levels to Watch in Q1
Sevens Report 1.4.24 – Jobs Report Preview
Sevens Report 1.3.24 – A Volatile Start to 2024, But Don’t Read Too Much Into It
Sevens Report 1.2.24 – Five Optimistic Market Assumptions for 2024
Sevens Report 12.29.23 – Happy New Year
Sevens Report 12.28.23 – Thoughts for 2024
Sevens Report 12.27.23 – Two Important Differences in 2024
Sevens Report 12.26.23 – Why Last Week’s Price Action Is Important for 2024.
Sevens Report 12.22.23 – Five Measurable Similarities to 2006/2007: A Market Cycle Update
Sevens Report 12.21.23 – Why Is the Fed Thinking About Cutting Rates?
Sevens Report 12.20.23 – S&P 500 Market Multiple Levels Chart
Sevens Report 12.19.23 – Market Multiple Table: December Update
Sevens Report 12.18.23 – Explaining This Market Surge to Clients
Sevens Report 12.15.23 – Why This Isn’t A Risk-Less Market (Despite The Fed Being Dovish)
Sevens Report 12.14.23 – Is the Dovish Fed Decision A Bullish Gamechanger?
Sevens Report 12.13.23 – Why the Bar for the Fed to Be Hawkish Is High
Sevens Report 12.12.23 – FOMC Preview (What’s Expected/Hawkish If/Dovish If)
Sevens Report 12.11.23 – Catalyst #1 – CPI Preview: Good, Bad & Ugly
Sevens Report 12.8.23 – Jobs Day
Sevens Report 12.7.23 – Jobs Report Preview
Sevens Report 12.6.23 – Is It Time to Buy Gold?
Sevens Report 12.5.23 – What Are GLP-1 Drugs and Why Do They Matter to Markets?
Sevens Report 12.4.23 – Separating Short Term vs. Longer Term in this Market
Sevens Report 12.1.23 – Bull Case vs. Bear Case: What’s It Mean for Markets?
Sevens Report 11.30.23 – Bullish or Bearish? My Analysis.
Sevens Report 11.29.23 – Bull vs. Bear Case: Part II
Sevens Report 11.28.23 – Bull vs. Bear Case (Part 1 of 3)
Sevens Report 11.27.23 – Small Cracks in the Three Pillars of the Rally?
Sevens Report 11.24.23 – Economic Data Rekindles Stagflation Fears
Sevens Report 11.22.23 – FOMC Meeting Minutes Takeaways (Dovish in Hindsight)
Sevens Report 11.21.23 – It’s Different This Time… Until It’s Not (Like 2000 and 2007)
Sevens Report 11.20.23 – Three Pillars of the Rally Updated
Sevens Report 11.17.23 – Hard vs. Soft Landing Scoreboard Update
Sevens Report 11.16.23 – Understanding Why Stocks Rallied Part Two (Visual Aid)
Sevens Report 11.15.23 – Was CPI a Bullish Gamechanger?
Sevens Report 11.14.23 – What to Tell Clients Who Are Worried About U.S. Treasuries
Sevens Report 11.13.23 – CPI Preview: Good, Bad & Ugly
Sevens Report 11.10.23 – Why Did Stocks Drop? (Familiar Reasons)
Sevens Report 11.9.23 – Earnings Season Takeaways (More Reasons to Expect A Growth Scare)
Sevens Report 11.8.23 – Market Multiple Levels Chart: S&P 500
Sevens Report 11.7.23 – November Market Multiple Table Update
Sevens Report 11.6.23 – Was Last Week’s Rally Legitimate?
Sevens Report 11.3.23 – Jobs Report Preview
Sevens Report 11.2.23 – What the Fed Decision Means for Markets
Sevens Report 11.1.23 – Key Levels to Watch on Fed Day (Technical Tear-Sheet)
Sevens Report 10.31.23 – FOMC Preview: Forward Guidance Will Be Critical
Sevens Report 10.30.23 – What Can Stop This Selloff?
Sevens Report 10.27.23 – Why Tech Is Driving This Selloff
Sevens Report 10.26.23 – Why Did Stocks Drop to Multi-Month Lows? (A New Reason)
Sevens Report 10.25.23 – What Would Stop the Bond Market Selloff?
Sevens Report 10.24.23 – Is Another Crash Imminent
Sevens Report 10.23.23 – Why Have Stocks Dropped (And Are the Reasons Legitimate?)
Sevens Report 10.20.23 – Why Didn’t Powells’ Comments Cause A Rally?
Sevens Report 10.19.23 – Powell Speech Preview (Good, Bad & Ugly)
Sevens Report 10.18.23 – Hard Landing vs. Soft Landing Scoreboard Update
Sevens Report 10.17.23 – Explaining the Market Impact of the Israel-Hamas Conflict to Clients
Sevens Report 10.16.23 – Why Markets Are Resilient Despite Geopolitical Risks
Sevens Report 10.13.23 – Market Multiple Levels Chart (October Edition)
Sevens Report 10.12.23 – Market Multiple Table – October Edition
Sevens Report 10.11.23 – CPI Preview: Good, Bad, and Ugly
Sevens Report 10.10.23 – Is There an Opportunity in Defensive Sectors?
Sevens Report 10.9.23 – Why Did Stocks Rally After the Jobs Report?
Sevens Report 10.6.23 – An Important Jobs Day
Sevens Report 10.5.23 – Jobs Report Preview
Sevens Report 10.4.23 – Why Are Yields Rising?
Sevens Report 10.3.23 – What the Near Government Shutdown Means for Markets (Higher Yields)
Sevens Report 10.2.23 – Seeing the Forest for the Trees in Today’s Market
Sevens Report 9.29.23 – What’s the VIX Saying About This Market?
Sevens Report 9.28.23 – Why This Market Is Still All About the Data
Sevens Report 9.27.23 – Why Stocks Dropped Yesterday
Sevens Report 9.26.23 – Hard Landing vs. Soft Landing Scoreboard
Sevens Report 9.25.23 – Has the Outlook for Stocks Really Turned More Negative?
Sevens Report 9.22.23 – Are Strikes and Government Shutdowns Potential Bearish Gamechangers?
Sevens Report 9.21.23 – What the Hawkish Fed Decision Means for Markets
Sevens Report 9.20.23 – Key Levels to Watch on Fed Day
Sevens Report 9.19.23 – Fed Preview: How Long Will Rates Stay High?
Sevens Report 9.18.23 – Why Did Stocks Drop on Friday?
Sevens Report 9.15.23 – Why Yesterday’s Economic Data Fueled the Rally
Sevens Report 9.14.23 – What CPI Means for Markets (Four Takeaways)
Sevens Report 9.13.23 – The Important Difference Between Headline and Core CPI
Sevens Report 9.12.23 – CPI Preview: Good, Bad, & Ugly
Sevens Report 9.11.23 – Is the Bullish Argument for Stocks Becoming Unsustainable?
Sevens Report 9.8.23 – Market Multiple Table Chart (September Update)
Sevens Report 9.7.23 – Market Multiple Table: Evidence of Some Deterioration in the Fundamentals
Sevens Report 9.6.23 – Will the Restart of Student Loan Payments Hurt the Economy?
Sevens Report 9.5.23 – The Two Biggest Risks to the 2023 Rally
Sevens Report 9.1.23 – Jobs Day
Sevens Report 8.31.23 – Jobs Report Preview
Sevens Report 8.30.23 – Is Soft Economic Data a Reason to Buy Stocks?
Sevens Report 8.29.23 – Why Could CPI Be Poised to Drop Further?
Sevens Report 8.28.23 – Why Have Markets Become Volatile?
Sevens Report 8.25.23 – Why Didn’t NVDA Earnings Spark A Rally?
Sevens Report 8.24.23 – Is Bad Economic Data Good For Stocks Now? No.
Sevens Report 8.23.23 – Economic Breaker Panel: August Update
Sevens Report 8.22.23 – What Is “R Star” and Why Is It Important?
Sevens Report 8.21.23 – How to Explain the Current Pullback to Clients & Prospects
Sevens Report 8.18.23 – Another Reason Treasury Yields Are Rising
Sevens Report 8.17.23 – Pullback or Something More?
Sevens Report 8.16.23 – It’s Not How High Rates Go Anymore, It’s How Long They Stay There
Sevens Report 8.15.23 – Why Rising Treasury Yields Are a Headwind on Stocks
Sevens Report 8.14.23 – What Can Push Stocks Higher from Here? (Four Candidates)
Sevens Report 8.11.23 – Hard Landing/Soft Landing Scoreboard Update
Sevens Report 8.10.23 – Will Today’s CPI Report Extend the Pullback?
Sevens Report 8.9.23 – Market Multiple Table: August Update
Sevens Report 8.8.23 – What Is the Yen Carry Trade? (And Why It Matters to You)
Sevens Report 8.7.23 – What’s Causing the Increased Volatility in Stocks?
Sevens Report 8.4.23 – Jobs Day
Sevens Report 8.3.23 – What Caused Yesterday’s Selloff? (It Wasn’t the Fitch Downgrade)
Sevens Report 8.2.23 – How to Explain Inflation Base Effects to Clients and Prospects
Sevens Report 8.1.23 – Could the Yield Curve Be Wrong This Time?
Sevens Report 7.31.23 – How to Explain Any Pullbacks to Clients
Sevens Report 7.28.23 – What Caused Thursday’s Reversal?
Sevens Report 7.27.23 – What the Fed Decision Means for Markets
Sevens Report 7.26.23 – Dow Theory Update: Bullish Reversal in July
Sevens Report 7.25.23 – FOMC Preview
Sevens Report 7.24.23 – Could A Recession Just Be Delayed (And Not Avoided?)
Sevens Report 7.21.23 – How Disinflation Can Be Negative for Stocks
Sevens Report 7.20.23 – Current Market Glossary (For Clients & Prospects)
Sevens Report 7.19.23 – Market Multiple Table Chart (July Update)
Sevens Report 7.18.23 – Market Multiple Table (July Update)
Sevens Report 7.17.23 – What Pushes Stocks Higher from Here?
Sevens Report 7.14.23 – PPI and Jobless Claims Strengthen the “Goldilocks” Narrative
Sevens Report 7.13.23 – What the CPI Report Means for Markets
Sevens Report 7.12.23 – CPI Preview: Good, Bad, and Ugly
Sevens Report 7.11.23 – Explaining Current Market Risks to Clients (And Prospects)
Sevens Report 7.10.23 – How to Explain This Market To Clients (Three Pillars of the Current Rally)
Sevens Report 7.7.23 – Jobs Day
Sevens Report 7.6.23 – Jobs Report Preview (Will It Reinforce the No Landing Expectation?)
Sevens Report 7.5.23 – ISM Data Points To Rising Odds of a Hard Landing
Sevens Report 7.3.23 – Why Economic Data Will Decide if the Rally Continues in 2H ’23
Sevens Report 6.30.23 – Is “No Landing” Back?
Sevens Report 6.28.23 – What’s Changed Since February? (Other than the S&P 500, Not Much)
Sevens Report 6.27.23 – Why the Fed Wants Higher Rates
Sevens Report 6.26.23 – What Russian Political Turmoil Means for Markets
Sevens Report 6.23.23 – Hawkish Central Bank Surprises Bolster Recession Fears
Sevens Report 6.22.23 – Earnings Disappointments Rekindle Economic Worries
Sevens Report 6.21.23 – Hard vs. Soft Landing Scoreboard Update
Sevens Report 6.20.23 – Updated Market Outlook
Sevens Report 6.16.23 – S&P 500 Tests MMT Resistance
Sevens Report 6.15.23 – Fed Decision Takeaways
Sevens Report 6.14.23 – FOMC Preview (Watch the Dots)
Sevens Report 6.13.23 – CPI Preview (Good, Bad & Ugly)
Sevens Report 6.12.23 – A “Make or Break” Week for the Rally
Sevens Report 6.9.23 – A Tale of Two Trades
Sevens Report 6.8.23 – What the BOC Rate Hike Means for U.S. Interest Rates
Sevens Report 6.7.23 – Market Multiple Levels: S&P 500 Chart
Sevens Report 6.6.23 – Market Multiple Table: June Update
Sevens Report 6.5.23 – What Is Immaculate Disinflation, and Why Did It Cause Last Week’s Rally?
Sevens Report 6.2.23 – What Drove Yesterday’s Rally? (It Wasn’t AI)
Sevens Report 6.1.23 – Jobs Report Preview
Sevens Report 5.31.23 – Four Debt Ceiling Deal Takeaways
Sevens Report 5.30.23 – Debt Ceiling Deal Update
Sevens Report 5.26.23 – Why Treasury Yields Surged Yesterday (Hint: Inflation)
Sevens Report 5.25.23 – Why A Soft Landing Is Still Good for Stocks
Sevens Report 5.24.23 – Why Is Consumer Spending Holding Up So Well?
Sevens Report 5.23.23 – How Far Can Super-Cap Tech Push This Market?
Sevens Report 5.22.23 – Why Have Stocks Hit Multi-Month Highs?
Sevens Report 5.19.23 – What the Stronger Dollar Means for Markets
Sevens Report 5.18.23 – Hard vs. Soft Landing Scoreboard Update
Sevens Report 5.17.23 – Why Home Depot Earnings Point to a Soft Landing
Sevens Report 5.16.23 – Why the “Pain Trade” Remains Higher
Sevens Report 5.15.23 – Why Negative News (Still) Isn’t Making Stocks Drop
Sevens Report 5.12.23 – Why Regional Banks Are Still Causing Market Declines (It’s Not Contagion)
Sevens Report 5.11.23 – What Happens If There’s No Debt Ceiling Deal?
Sevens Report 5.10.23 – Market Multiple Chart: S&P 500
Sevens Report 5.9.23 – Market Multiple Table: May Update
Sevens Report 5.8.23 – The Fed Pivoted, So Now What?
Sevens Report 5.5.23 – Jobs Report Preview
Sevens Report 5.4.23 – What the Fed Pause Means for Markets
Sevens Report 5.3.23 – Why Did Banks Drop Yesterday?
Sevens Report 5.2.23 – An Exciting Announcement Today
Sevens Report 5.1.23 – Moment of Truth: Does the Fed Signal a Pause?
Sevens Report 4.28.23 – Why Soft Landing Hopes Powered Thursday’s Rally
Sevens Report 4.27.23 – What the New Low in FRC Means for Markets
Sevens Report 4.26.23- Why Earnings Caused Yesterday’s Selloff
Sevens Report 4.25.23 – Hard Landing vs. Soft Landing Scoreboard
Sevens Report Special Technical Issue 4.24.23
Sevens Report 4.24.23 – Is Conflicting Data Signaling a Shift in the Economy
Sevens Report 4.21.23 – How the Debt Ceiling is Starting to Impact Markets
Sevens Report 4.20.23 – Special Technical Report Coming Monday
Sevens Report 4.19.23 – Why Won’t Stocks Drop Part 2: The Economy
Sevens Report 4.18.23 – Why Won’t Stocks Drop?
Sevens Report 4.17.23 – How Positive Is the Restart of Disinflation?
Sevens Report 4.14.23 – Why Stocks Rallied on Thursday
Sevens Report 4.13.23 – Market Multiple Table Chart
Sevens Report 4.12.23 – Market Multiple Table: April Update
Sevens Report 4.11.23 – CPI Preview: Good, Bad, & Ugly
Sevens Report 4.10.23 -Current Market Assumptions (Why Stocks Remain Resilient)
Sevens Report 4.6.23 – Jobs Report Preview (Two Sided Risks)
Sevens Report 4.5.23 – Why Wasn’t Bad Economic Data Good for Stocks Yesterday?
Sevens Report 4.4.23 – Three Catalysts in Focus
Sevens Report 3.31.23 – Bull Case vs. Bear Case Part II (Tactical Ideas and My Opinion)
Sevens Report 3.30.23 – The Bull Case vs. the Bear Case
Sevens Report 3.29.23 – The True Indicator of Banking Stress
Sevens Report 3.28.23 – Does Dow Theory Outperform?
Sevens Report 3.27.23 – Progress on the Banks?
Sevens Report 3.24.23 – Dow Theory & Managing Risk-Reward in Stocks
Sevens Report 3.23.23 – Fed Takeaways
Sevens Report 3.22.23 – Fed Wildcard to Watch
Sevens Report 3.21.23 – Fed Meeting Preview: Hike or No Hike?
Sevens Report 3.20.23 – Catalysts to Watch This Week
Sevens Report 3.17.23 – Why Have RSP and SPY Diverged?
Sevens Report 3.16.23 – Market Multiple Table Chart
Sevens Report 3.15.23 – Market Multiple Table: March Update
Sevens Report 3.14.23 – Is the Fed Really Going to Turn that Dovish?
Sevens Report 3.13.23 – What the Bank Failures Mean for Markets
Sevens Report 3.10.23 – Why Bank Stocks Dropped Sharply Yesterday
Sevens Report 3.9.23 – Jobs Report Preview
Sevens Report 3.8.23 – Powell Testimony Takeaways
Sevens Report 3.7.23 – Fed Pause Playbook & Powell Preview
Sevens Report 3.6.23 – What’s Making Stocks So Resilient?
Sevens Report 3.3.23 – Technical Update: Key Levels to Watch
Sevens Report 3.2.23 – Why Fed Rate Hike Expectations Are Still Rising
Sevens Report 3.1.23 – Disinflation On, Disinflation Off
Sevens Report 2.28.23 – Economic Breaker Panel: February Update
Sevens Report 2.27.23 – Now What? Updated Market Outlook
Sevens Report 2.24.23 – Core PCE Price Index Preview (Good, Bad & Ugly)
Sevens Report 2.23.23 – Are Junk Bonds Signaling Recession?
Sevens Report 2.22.23 – Equity Risk Premium Hits 2007 Levels
Sevens Report 2.21.23 – Is the Market Pendulum Swinging Back?
Sevens Report 2.17.23 – Three Technical “Cs” for A Lasting Market Bottom
Sevens Report 2.16.23 – Technical Update: Another Bull Trap?
Sevens Report 2.15.23 – What the CPI Data Means for Markets
Sevens Report 2.14.23 – Market Multiple Levels: S&P 500 Chart
Sevens Report 2.13.23 – Three Assumptions Supporting Stocks
Sevens Report 2.10.23 – Two Reasons Rising Bond Yields Haven’t Caused A Pullback (Yet)
Sevens Report 2.9.23 – Market Multiple Table: February Update
Sevens Report 2.8.23 – Hard Landing, Soft Landing, or No Landing?
Sevens Report 2.7.23 – Will the October Lows Hold?
Sevens Report 2.6.23 – Has the Fed Reached Peak Hawkishness?
Sevens Report 2.3.23 – Jobs Report Preview
Sevens Report 2.2.23 – Was Powells Press Conference A Bullish Gamechanger?
Sevens Report 2.1.23 – Fed Wildcard to Watch
Sevens Report 1.31.23 – FOMC Meeting Preview
Sevens Report 1.30.23 – Has the Market Priced in Peak Hawkishness?
Sevens Report 1.27.23 – Did Yesterday’s Data Make a Soft Landing More Likely?
Sevens Report 1.26.23 – Earnings Season Update (What MSFT’s Results Mean for Markets)
Sevens Report 1.25.23 – Economic Breaker Panel: January Update
Sevens Report 1.24.23 – Why Is Tech/Growth Rallying So Hard?
Sevens Report 1.23.23 – Hard Landing or Soft Landing
Sevens Report 1.20.23 – Is Tech Still An Anchor on the S&P 500?
Sevens Report 1.19.23 – Market Technical Update
Sevens Report 1.18.23 – Has the Outlook for China Finally Turned Positive?
Sevens Report 1.17.23 – Is a Soft Landing More Likely Now
Sevens Report 1.13.23 – Fed Speak and Updated Rate Expectations
Sevens Report 1.12.23 – Market Multiple Table Chart
Sevens Report 1.11.23 – CPI Preview
Sevens Report 1.10.23 – Market Multiple Table: January Update
Sevens Report 1.9.23 – Why Friday’s Data Wasn’t as Positive as the Market Implied
Sevens Report 1.6.23 – Jobs Day
Sevens Report 1.5.23 – Jobs Report Preview
Sevens Report 1.4.23 – Technical Outlook for Value vs. Growth
Sevens Report 1.3.23 – Three Keys to a Bottom: Updated
Sevens Report 12.30.22 – Some Reason for (Cautious) Optimism
Sevens Report 12.28.22 – Key Events to Start 2023
Sevens Report 12.28.22 – Is It Time to Allocate to Growth?
Sevens Report 12.27.22 – A Positive Scenario for 2023
Sevens Report 12.23.22 – Is the Yield Curve Already Forecasting a Fed Rate Cut?
Sevens Report 12.22.22 – December Economic Breaker Panel
Sevens Report 12.21.22 – What the BOJ “Rate Hike” Means for Markets
Sevens Report 12.19.22 – The Key Influence on Markets as We Approach 2023
Sevens Report 12.16.22 – Why Stocks are Falling (It’s Not Just the Fed)
Sevens Report 12.15.22 – What the Fed Decision Means for Markets
Sevens Report 12.14.22 – CPI Takeaways and Updated FOMC Preview
Sevens Report 12.13.22 – CPI Day and FOMC Preview
Sevens Report 12.9.22 – Is the VIX Broken?
Sevens Report 12.8.22 – If Inflation Drops and Growth Slows, What Benefits?
Sevens Report 12.7.22 – Market Multiple Levels: S&P 500 Chart
Sevens Report 12.6.22 – Market Multiple Table: December Update
Sevens Report 12.5.22 – Less Bad Isn’t Good (Especially at these Valuations)
Sevens Report 12.2.22 – Jobs Day
Sevens Report 12.1.22 – Was Powell’s Speech That Bullish? No. Here’s Why.
Sevens Report 11.30.22 – Powell Speech Cheat Sheet
Sevens Report 11.29.22 – Current Fed Expectations
Sevens Report 11.28.22 – Updated Macro Outlook – What’s the Next Positive Catalyst?
Sevens Report 11.25.22 – Economic Data Takeaways from Wednesday
Sevens Report 11.23.22 – Economic Breaker Panel: November Update
Sevens Report 11.22.22 – When to Brace for More Volatility
Sevens Report 11.21.22 – Three Keys to a Bottom Updated
Sevens Report 11.18.22 – Was Bullard That Hawkish? (No)
Sevens Report 11.16.22 – What the Russia/Ukraine Headlines Mean for Markets
Sevens Report 11.15.22 – Key Inflation and Fed Events to Watch
Sevens Report 11.14.22 – Was the CPI Report a Bullish Gamechanger?
Sevens Report 11.11.22 – How Far Can Stocks Run (New Technical Targets)
Sevens Report 11.10.22 – Market Multiple Levels: S&P 500 Chart
Sevens Report 11.9.22 – Market Multiple Table: November Update
Sevens Report 11.8.22 – Election Preview
Sevens Report 11.7.22 – What Falls First? Treasury Yields or Earnings?
Sevens Report 11.4.22 – Jobs Report Preview
Sevens Report 11.3.22 – What the Fed Decision Means for Markets (Not a Bearish Gamechanger)
Sevens Report 11.2.22 – Fed Wildcard to Watch: Dual Risks
Sevens Report 11.1.22 – FOMC Meeting Preview
Sevens Report 10.31.22 – A Critical Week for Stocks
Sevens Report 10.28.22 – A Tale of Two Markets?
Sevens Report 10.27.22 – Is a Dovish Hike the same as a Fed Pivot? No. Here’s Why.
Sevens Report 10.26.22 – How Far Could This Relief Rally Run?
Sevens Report 10.25.22 – The Market Impact of Global Political Developments
Sevens Report 10.24.22 – Three Keys to a Bottom Updated
Sevens Report 10.21.22 – How (and Why) We Calculate Real Interest Rates
Sevens Report 10.20.22 – Economic Breaker Panel
Sevens Report 10.19.22 – Incremental Positive Developments
Sevens Report 10.18.22 – Is the U.K. Fiscal Crisis Over?
Sevens Report 10.17.22 – Staying Focused on the True Cause of Market Volatility
Sevens Report 10.14.22 – What Yesterday’s Rebound Means for Markets
Sevens Report 10.13.22 – Market Multiple Table Chart
Sevens Report 10.12.22 – Market Multiple Table: Headwinds Building
Sevens Report 10.11.22 – VIX History and the Current Bear Market
Sevens Report 10.10.22 – The Current Reality Facing Stocks
Sevens Report 10.7.22 – Jobs Day
Sevens Report 10.6.22 – Jobs Report Preview (More Hope for a Fed Pivot?)
Sevens Report 10.5.22 – Have We Reached Peak Hawkishness?
Sevens Report 10.4.22 – Is Credit Suisse Going the Way of Lehman?
Sevens Report 10.3.22 – What’s Needed for Markets to Stabilize
Sevens Report 9.30.22 – Why Stocks Hit New Lows
Sevens Report 9.28.22 – Fundamentals Remain Bearish
Sevens Report 9.27.22 – Why the U.K. Budget Drama Matters to You
Sevens Report 9.26.22 – How Bad Could It Get? (And What Makes It Stop?)
Sevens Report 9.23.22 – Three Reasons the June Lows Could Hold
Sevens Report 9.22.22 – Another Hawkish Surprise: What the Fed Decision Means for Markets
Sevens Report 9.21.22 – Fed Day Technical Take
Sevens Report 9.20.22 – FOMC Preview
Sevens Report 9.19.22 – Market Setup into the FOMC Decision
Sevens Report 9.16.22 – Why Stocks Dropped Again
Sevens Report 9.15.22 – Why the Decline in Core Inflation Could be Slower than Expected
Sevens Report 9.14.22 – Was the CPI Report a Bearish Gamechanger?
Sevens Report 9.13.22 – The Ukrainian Counteroffensive and Markets
Sevens Report 9.12.22 – Why Stocks Rallied Last Week (And Is It Sustainable?)
Sevens Report 9.9.22 – What The Latest Fed Speak Means for Markets (Updated)
Sevens Report 9.8.22 – Market Multiple Table Chart
Sevens Report 9.7.22 – Market Multiple Table: Fork in the Road?
Sevens Report 9.6.22 – Three Keys to a Bottom (Updated)
Sevens Report 9.2.22 – What a “Soft Landing” Looks Like (At Least from One Economic Report)
Sevens Report 9.1.22 – Jobs Report Preview
Sevens Report 8.31.22 – What Should Clients Do In This Environment?
Sevens Report 8.30.22 – A History of Fed Warnings
Sevens Report 8.29.22 – What Powell’s Speech Means for Markets
Sevens Report 8.26.22 – Powell Speech Preview
Sevens Report 8.25.22 – Updated Technical Take on the Market
Sevens Report 8.24.22 – Why Didn’t Stocks Fall on the Ugly PMIs?
Sevens Report 8.23.22 – Economic Breaker Panel: August Update
Sevens Report 8.22.22 – What the Bulls Believe (Four Assumptions in this Market)
Sevens Report 8.19.22 – What’s Changed with the Fed
Sevens Report 8.18.22 – FOMC Minutes: Not as Dovish as the Market Reaction
Sevens Report 8.17.22 – What Currencies and Bonds Are Saying About the Fed
Sevens Report 8.16.22 – Market Multiple Levels: S&P 500 Chart
Sevens Report 8.15.22 – Did Markets Achieve Peak Inflation and Peak Hawkishness?
Sevens Report 8.12.22 – What Can Push Stocks Higher from Here?
Sevens Report 8.11.22 – Market Multiple Table
Sevens Report 8.10.22 – Market Set Up Ahead of Today’s CPI Report
Sevens Report 8.9.22 – CPI Preview: Good, Bad and Ugly
Sevens Report 8.8.22 – A Critical Week for Markets
Sevens Report 8.5.22 – Jobs Day
Sevens Report 8.4.22 – Jobs Report Preview
Sevens Report 8.3.22 – The Latest on Taiwan and China
Sevens Report 8.2.22 – What Escalating U.S.-China Tensions Mean for Markets
Sevens Report 8.1.22 – What Can Take Stocks Sustainably Higher?
Sevens Report 7.29.22 – Is It Time to Reduce Commodity Allocations?
Sevens Report 7.28.22 – Two Clear Takeaways from the Fed Decision
Sevens Report 7.27.22 – Brace for a Recession on Thursday
Sevens Report 7.26.22 – Fed Meeting Preview
Sevens Report 7.25.22 – What Happens After Inflation Peaks?
Sevens Report 7.22.22 – Why the Transmission Protection Instrument Matters to Markets
Sevens Report 7.21.22 – Technical Update: What Would Make This Bounce Sustainable?
Sevens Report 7.20.22 – Another Factor Fueling the Rally
Sevens Report 7.19.22 – Is Value Outperformance Ending?
Sevens Report 7.18.22 – Three Keys to a Bottom (Updated)
Sevens Report 7.15.22 – Why is the Market Suddenly Resilient?
Sevens Report 7.14.22 – What the Hot CPI Means for Markets
Sevens Report 7.13.22 – Market Multiple Levels: S&P 500
Sevens Report 7.12.22 – CPI Preview (Good, Bad & Ugly)
Sevens Report 7.11.22 – Market Multiple Table
Sevens Report 7.8.22 – Why Stocks Rallied Yesterday
Sevens Report 7.7.22 – Jobs Report Preview
Sevens Report 7.6.22 – Have Bond Yields Peaked?
Sevens Report 7.5.22 – Are Stocks Pricing in an Economic Contraction?
Sevens Report 7.1.22 – A Historical Reason to be Optimistic for the Second Half
Sevens Report 6.30.22 – State of Inflation – Hints of a Peak?
Sevens Report 6.29.22 – Why Stocks Dropped Again
Sevens Report 6.28.22 – Technical Update: Potential Bottom Forming?
Sevens Report 6.27.22 – Why Stocks Rallied Last Week
Sevens Report 6.24.22 – What Would A Recession Mean for Markets?
Sevens Report 6.23.22 – An Important Technical Level to Watch
Sevens Report 6.22.22 – Is the Yield Curve Signaling an Imminent Recession?
Sevens Report 6.21.22 – When Could the Selling Stop?
Sevens Report 6.17.22 – Economic Breaker Panel: June Update
Sevens Report 6.16.22 – What the Fed Decision Means for Markets
Sevens Report 6.15.22 – Updated Fed Preview (75 bp Hike Today)
Sevens Report 6.14.22 – FOMC Preview
Sevens Report 6.13.22 – Three Keys to a Bottom Updated (Not Good)
Sevens Report 6.10.22 – Why Stocks Dropped Yesterday
Sevens Report 6.9.22 – The State of Inflation (CPI Preview and Inflations Expectations Update)
Sevens Report 6.8.22 – Market Multiple Levels: S&P 500 Chart
Sevens Report 6.7.22 – Market Multiple Table: June Update
Sevens Report 6.6.22 – Fundamentals: Not As Bad As Feared, But How Good Are They?
Sevens Report 6.3.22 – Jobs Day
Sevens Report 6.2.22 – Jobs Report Preview
Sevens Report 6.1.22 – Are Semiconductors A Buy?
Sevens Report 5.31.22 – Three Keys to a Bottom Update
Sevens Report 5.27.22 – Bounce or Bottom (A Key Level to Watch)
Sevens Report 5.26.22 – Sector Trends: Relative Strength
Sevens Report 5.25.22 – Bad Things Happen Fast (Part II)
Sevens Report 5.24.22 – Are Bonds a Buy?
Sevens Report 5.23.22 – Bullish If/Bearish If Scenarios
Sevens Report 5.20.22 – Value vs. Growth Technical Outlook
Sevens Report 5.19.22 – What Yesterday’s Selloff Means for Markets
Sevens Report 5.18.22 – What Retail Earnings Say About Consumer Spending
Sevens Report 5.17.22 – A Critical Time for the Yield Curve
Sevens Report 5.16.22 – Three Keys to a Bottom (Specifics)
Sevens Report 5.13.22 – Dow Theory Update (Bearish)
Sevens Report 5.12.22 – Why Are the VIX and S&P 500 Possibly Diverging?
Sevens Report 5.11.22 – Market Multiple Levels Chart
Sevens Report 5.10.22 – Market Multiple Table: May Update
Sevens Report 5.6.22 – What to Make of Yesterday’s Drop & Jobs Report Preview
Sevens Report 5.5.22 – Is the Fed’s Bark Worse than its Bite?
Sevens Report 5.4.22 – Economic Breaker Panel: May Update
Sevens Report 5.3.22 – Fed Meeting Preview
Sevens Report 5.2.22 – Is the Outlook Really This Negative?
Sevens Report 4.29.22 – Yield Curve Update
Sevens Report 4.28.22 – Is the Market Doing the Fed’s Job?
Sevens Report 4.27.22 – Four Questions for the Selloff
Sevens Report 4.26.22 – Technical Update
Sevens Report 4.25.22 – Why Stocks Dropped Last Week (And What It Means for Markets)
Sevens Report 4.22.22 – Are Financial Conditions Tightening? (The Answer May Surprise You)
Sevens Report 4.21.22 – Is Housing Rolling Over?
Sevens Report 4.20.22 – Why Yields Have Risen So Sharply
Sevens Report 4.19.22 – Earnings In Focus
Sevens Report 4.18.22 – An Important Earnings Season (It Really Starts This Week)
Sevens Report 4.14.22 – Earnings Season Preview
Sevens Report 4.13.22 – The Yield Curve Is Hitting Resistance
Sevens Report 4.12.22 – Why Have Stocks Dropped?
Sevens Report 4.11.22 – Will Inflation Peak This Week?
Sevens Report 4.8.22 – A Stock and Bond Markets Forecasting a Sooner than Expected Slowdown
Sevens Report 4.7.22 – General Technical Take for Equities
Sevens Report 4.6.22 – MMT Chart and Hawkish Fed Takeaways
Sevens Report 4.5.22 – Market Multiple Table: April Update
Sevens Report 4.4.22 – What Really Causes Bear Markets
Sevens Report 4.1.22 – Updated Jobs Report Preview
Sevens Report 3.31.22 – Jobs Report Preview
Sevens Report 3.30.22 – Would a Ceasefire Be a Bullish Catalyst?
Sevens Report 3.29.22 – Yield Curves and Real Yields
Sevens Report 3.28.22 – Have the Real Headwinds on Stocks Even Started Yet?
Sevens Report 3.25.22 – What’s Driving Stocks
Sevens Report 3.24.22 – Is the 10’s-2’s Spread Outdated?
Sevens Report 3.23.22 – What’s the Real Impact of Rising Rates?
Sevens Report 3.22.22 -Powell Speech Takeaways
Sevens Report 3.21.22 – Can the Rally Keep Going?
Sevens Report 3.18.22 – Technical View of Preferred Portfolio Allocations
Sevens Report 3.17.22 – What the Fed Decision Means for Markets
Sevens Report 3.16.22 – Economic Breaker Panel: March Update
Sevens Report 3.15.22 – FOMC Preview
Sevens Report 3.14.22 – Updated Near-Term Market Outlook
Sevens Report 3.11.22 – Is a Yield Curve Inversion Different This Time?
Sevens Report 3.10.22 – Inflation Update
Sevens Report 3.9.22 – Market Multiple Levels: S&P 500
Sevens Report 3.8.22- Market Multiple Table: March Update
Sevens Report 3.7.22 – A Narrowing Path to an Economic Soft Landing
Sevens Report 3.4.22 – Jobs Day
Sevens Report 3.3.22 – Jobs Report Preview
Sevens Report 3.2.22 – It’s All About Escalation (And What Can Go Wrong)
Sevens Report 3.1.22 – Why the SWIFT Ban and Other Sanctions Matter
Sevens Report 2.28.22 – Ukraine Update and Why Futures are Down
Sevens Report 2.25.22 – Why Stocks Rebounded on Thursday
Sevens Report 2.24.22 – What the Russian Attack on Ukraine Means for Markets
Sevens Report 2.23.22 – Hedging Uncertainty with Russia/Ukraine
Sevens Report 2.22.22 – Ukraine Update
Sevens Report 2.18.22 – Is a Russian Invasion of Ukraine a Bearish Gamechanger? (Updated)
Sevens Report 2.17.22 – Why We Could See a Short-Term Rally
Sevens Report 2.16.22 – FOMC Minutes Preview
Sevens Report 2.15.22 – Understanding Fed Hawks vs. Fed Doves
Sevens Report 2.14.22 – Why Not That Much Changed Last Week (Despite the Declines)
Sevens Report 2.11.22 – Are the Hot CPI and Bullard’s Hawkish Commentary Bearish Gamechangers?
Sevens Report 2.10.22 – Is An Underwhelming CPI Report a Bullish Gamechanger?
Sevens Report 2.9.22 – February Inflation Expectations Update
Sevens Report 2.8.22 – Is the Ukraine Conflict a Threat to Stocks?
Sevens Report 2.7.22 – Why Inflation is the Key Variable Going Forward
Sevens Report 2.4.22 – Jobs Day
Sevens Report 2.3.22 – Jobs Report Preview
Sevens Report 2.2.22 – Market Multiple Levels: S&P 500 Chart
Sevens Report 2.1.22 – Market Multiple Table: February Update
Sevens Report 1.31.22 – Why Markets Can Bounce Further (But Volatility Isn’t Over)
Sevens Report 1.28.22 – Why Aren’t TIPS Rising?
Sevens Report 1.27.22 – What the Fed Meeting Means for Markets
Sevens Report 1.26.22 – Fed Wildcards to Watch
Sevens Report 1.25.22 – Fed Meeting Preview
Sevens Report 1.24.22 – It’s a Tightening Tantrum not a Taper Tantrum
Sevens Report 1.20.22 – Early Earnings Season Takeaways
Sevens Report 1.19.22 – Sectors: Expensive, Cheap, and In Line With the S&P 500
Sevens Report 1.18.22 – Why High Growth Tech Is Still a Risk to the Market
Sevens Report 1.14.22 – Pace Matters
Sevens Report 1.13.22 – Why the 7% Inflation Print Wasn’t Incrementally Hawkish
Sevens Report 1.12.22 – Powell’s Testimony Takeaways
Sevens Report 1.11.22 – Where Is the Fed Put?
Sevens Report 1.10.22 – How Should We React to Fed Hawkishness?
Sevens Report 1.7.22 – Market Multiple Chart
Sevens Report 1.6.22 – The Single Reason the FOMC Minutes Were Hawkish
Sevens Report 1.5.22 – Market Multiple Table: January Update
Sevens Report 1.4.22 – Why Did Treasury Yields Surge Yesterday?
Sevens Report 1.3.22 – Two Questions to Start 2022
Sevens Report 12.31.21 – Happy New Year
Sevens Report 12.30.21 – How High Can COVID Cases Get?
Sevens Report 12.29.21 – What Could Go Wrong in 2022
Sevens Report 12.28.21 – What Could Go Right in 2022
Sevens Report 12.27.21 – Looking Ahead to 2022
Sevens Report 12.23.21 – Omicron Optimism
Sevens Report 12.22.21 – December Economic Breaker Panel
Sevens Report 12.21.21 – Why Stocks Have Dropped
Sevens Report 12.20.21 – Are Central Banks Tightenting into a Slowdown?
Sevens Report 12.17.21 – Are Policy Mistake Fears Rising?
Sevens Report 12.16.21 – What the Fed Decision Means for Markets
Sevens Report 12.15.21 – Will Politics Force a Fed Policy Error?
Sevens Report 12.14.21 – Fed Meeting Preview
Sevens Report 12.13.21 – All Clear for a Santa Rally?
Sevens Report 12.10.21 – Two Key Inflation Reports Today
Sevens Report 12.9.21 – Market Multiple Table Chart
Sevens Report 12.8.21 – Market Multiple Table: December Update
Sevens Report 12.7.21 – Are Rate Hikes a Reason to Reduce Stock Exposure?
Sevens Report 12.6.21 – Why the Fed is Causing the Pullback (Not Omicron)
Sevens Report 12.3.21 – Jobs Day
Sevens Report 12.2.21 – Jobs Report Meeting
Sevens Report 12.1.21 – Is the Fed About to Make a Policy Mistake?
Sevens Report 11.30.21 – Omicron and Fed Tapering
Sevens Report 11.29.21 – Omicron Update: Two Key Questions We Need Answered
Sevens Report 11.26.21 – What the New COVID Variant Means for the Rally (So Far)
Sevens Report 11.24.21 – What the SPR Release Means for Oil
Sevens Report 11.23.21 – What Powell’s Renomination Means for Markets
Sevens Report 11.22.21 – Why Last Week Was More Positive for Stocks Than It Seems
Sevens Report 11.19.21 – Another Hot Economic Report
Sevens Report 11.18.21 – Two Potential Sources of Volatility Into Year-End
Sevens Report 11.17.21 – Dow Theory Update
Sevens Report 11.16.21 – Inflation Expectations Update
Sevens Report 11.15.21 – Watch the Yield Curve, Not Just Inflation Stats
Sevens Report 11.12.21 – Sectors Winners from the Infrastructure Bill
Sevens Report 11.11.21 – Why Stocks Dropped Yesterday (It Wasn’t CPI)
Sevens Report 11.10.21 – Market Multiple Levels: S&P 500
Sevens Report 11.9.21 – Market Multiple Table: November Update
Sevens Report 11.8.21 – Near-Term Macro Calm (But Risks Building for 2022)
Sevens Report 11.5.21 – Jobs Report Preview
Sevens Report 11.3.21 – Fed Day
Sevens Report 11.2.21 – FOMC Preview
Sevens Report 11.1.21 – Macro Clarity This Week?
Sevens Report 10.29.21 – ECB Meeting Takeaways (Not as Dovish as Hoped)
Sevens Report 10.28.21 – What’s Happening With the Yield Curve (Updated)
Sevens Report 10.27.21 – A Warning Sign from One of the Best
Sevens Report 10.26.21 – Valuation Update
Sevens Report 10.25.21 – Earnings and Tax Clarity but Fed Uncertainty?
Sevens Report 10.22.21 – Yield Curve Update
Sevens Report 10.21.21 – Economic Breaker Panel
Sevens Report 10.20.21 – Takeaways from Proctor & Gamble Earnings
Sevens Report 10.19.21 – Earnings in Focus
Sevens Report 10.18.21 – Markets Still Need Macro Clarity
Sevens Report 10.15.21 – Follow Up to How Does the Rally Ultimately End?
Sevens Report 10.14.21 – How Does This Rally Ultimately End?
Sevens Report 10.13.21 – Inflation Update
Sevens Report 10.12.21 – Market Multiple Levels: S&P 500 Chart
Sevens Report 10.11.21 – Focus Turns to Earnings and Yields
Sevens Report 10.8.21 – Jobs Day
Sevens Report 10.7.21 – Jobs Report Preview
Sevens Report 10.6.21 – Market Multiple Table: October Update
Sevens Report 10.5.21 – As Tech Goes, So Goes the SPY (And Tech Is Facing Headwinds)
Sevens Report 10.4.21 – How Bad Was the News Last Week?
Sevens Report 10.1.21 – Dow Theory Update
Sevens Report 9.30.21 – The Real Risk to Stocks
Sevens Report 9.29.21 – Why Did Stocks Drop Again?
Sevens Report 9.28.21 – What’s Expected from Washington This Week?
Sevens Report 9.27.21 – Politics and Markets (An Important Week)
Sevens Report 9.23.21 – What the Fed Decision Means for Markets
Sevens Report 9.22.21 – Technical Levels to Watch Today
Sevens Report 9.21.21 – FOMC Preview
Sevens Report 9.20.21 – Why the Next Six Weeks is Critical for this Market
Sevens Report 9.16.21 – End of the (Mild) Pullback?
Sevens Report 9.15.21 – Microeconomics vs. Macroeconomics
Sevens Report 9.14.21 – Inflation Expectations
Sevens Report 9.13.21 – The Current Risks to the Rally
Sevens Report 9.10.21 – What the ECB’s Surprise Taper Means for Markets
Sevens Report 9.9.21 – Market Multiple Chart
Sevens Report 9.8.21 – Market Multiple Table: September Update
Sevens Report 9.7.21 – Updating the Two Big Risks to the Rally
Sevens Report 9.3.21 – Jobs Day (Slight Shift in Expectations)
Sevens Report 9.2.21 – Jobs Report Preview (Why It’s the Most Important Report of the Year)
Sevens Report 9.1.21 – Economic Breaker Panel: August Update
Sevens Report 8.31.21 – Infrastructure Update
Sevens Report 8.30.21 – Why Powell’s Speech Caused A Rally
Sevens Report 8.27.21 – Powell Speech Preview
Sevens Report 8.26.21 – Why Does the Market Think COVID Has Peaked?
Sevens Report 8.25.21 – Using the Yield Curve to Measure Taper Expectations
Sevens Report 8.24.21 – Taper Outlook: Good, Bad, and Ugly Scenarios
Sevens Report 8.23.21 – Why Negative Headlines Still Aren’t Hurting Stocks
Sevens Report 8.19.21 – Why Did Stocks Drop?
Sevens Report 8.18.21 – The Delta Variant and Markets
Sevens Report 8.17.21 – This Is What Stagflation Looks Like
Sevens Report 8.16.21 – How is the Market Ignoring the COVID Spike?
Sevens Report 8.13.21 – Inflation Update (CPI/PPI)
Sevens Report 8.12.21 – Yield Curve Update (Reflation vs. Stagflation)
Sevens Report 8.11.21 – Market Multiple Levels: S&P 500 Chart
Sevens Report 8.10.21 – Market Multiple Table: August Update
Sevens Report 8.9.21 – The Bullish Recipe (Why Stocks Are So Resilient)
Sevens Report 8.6.21 – Is Stagflation Possible? Yes.
Sevens Report 8.5.21 – Jobs Report Preview (Too Hot is the Risk)
Sevens Report 8.4.21 – Why Did Cyclicals Outperform?
Sevens Report 8.3.21 – Watch TSA Throughput (Again)
Sevens Report 8.2.21 – Micro Positives vs. Macro Negatives
Sevens Report 7.30.21 – Economic Break Panel (Some Loss of Momentum)
Sevens Report 7.29.21 – What the Fed Decision Means for Markets
Sevens Report 7.28.21 – Vaccine Mandates vs. Mask Mandates
Sevens Report 7.27.21 – FOMC Preview
Sevens Report 7.26.21 – All About Demand
Sevens Report 7.23.21 – ECB Decision Takeaways (Not Dovish Enough, Again)
Sevens Report 7.22.21 – ECB Preview (Dovish Surprise?)
Sevens Report 7.21.21 – Why Did Stocks Rally?
Sevens Report 7.20.21 – What to Make of Yesterday’s Selloff
Sevens Report 7.19.21 – Four Pillars of the Rally Updated (Still Intact)
Sevens Report 7.16.21 – Why Economic Data is Stronger Than It Appears
Sevens Report 7.15.21 – Why Powell Wasn’t Dovish (Tapering is Coming)
Sevens Report 7.14.21 – CPI Takeaways
Sevens Report 7.13.21 – What Is Happening With the Bond Market?
Sevens Report 7.12.21 – An Important Few Weeks for Bonds
Sevens Report 7.9.21 – Inflation Expectations Dashboard
Sevens Report 7.8.21 – Market Multiple Levels: S&P 500
Sevens Report 7.7.21 – Market Multiple Table: July Update
Sevens Report 7.6.21 – Second Half Outlook
Sevens Report 7.2.21 – Jobs Day
Sevens Report 7.1.21 – Jobs Report Preview (Will It Make the Fed More Hawkish?)
Sevens Report 6.30.21 – Two Major Market Risks
Sevens Report 6.29.21 – What’s the State of Infrastructure?
Sevens Report 6.28.21 – Important Economic Data This Week
Sevens Report 6.25.21 – New S&P Target and Value vs. Growth Update
Sevens Report 6.24.21 – Oil Update: EIA Data and OPEC+ Policy Outlook
Sevens Report 6.23.21 – Do Bonds Know Something Stocks Don’t?
Sevens Report 6.22.21 – Economic Breaker Panel: June Update
Sevens Report 6.21.21 – Four Pillars of the Rally Remain Intact
Sevens Report 6.18.21 – Why Did Cyclicals Collapse? (Inflation vs. No-Flation)
Sevens Report 6.17.21 – What the Fed Decision Means for Markets
Sevens Report 6.16.21 – Fed Day
Sevens Report 6.15.21 – FOMC Preview
Sevens Report 6.14.21 – Five Assumptions for the Next Leg of the Rally
Sevens Report 6.11.21 – Why Do Yields Keep Falling?
Sevens Report 6.10.21 – Infrastructure Outlook: Good/Bad/Ugly
Sevens Report 6.9.21 – Why the JOLTS Report Matters to Markets
Sevens Report 6.8.21 – Inflation Expectations Dashboard
Sevens Report 6.7.21 – A Market in Search of a Catalyst
Sevens Report 6.4.21 – Market Multiple Chart
Sevens Report 6.3.21 – Jobs Report Preview
Sevens Report 6.2.21 – Market Multiple Table (Deterioration from May)
Sevens Report 6.1.21 – What Can Go Right and What Can Go Wrong?
Sevens Report 5.28.21 – Key Summer Market Events Part 2: The Fed
Sevens Report 5.27.21 – Key Summer Market Dates Part 1: Inflation
Sevens Report 5.26.21 – Why Tech Is Outperforming Again
Sevens Report 5.25.21 – Is FAANGM Now GARP?
Sevens Report 5.24.21 – More Volatility But Not Necessarily A Correction
Sevens Report 5.21.21 – Good Tapering vs. Bad Tapering
Sevens Report 5.20.21 – Why the FOMC Minutes Were Slightly Hawkish
Sevens Report 5.19.21 – Why We Are So Wary of an Economic Overheat
Sevens Report 5.18.21 – Economic Breaker Panel: May Update
Sevens Report 5.17.21 – Updated Market Outlook (Volatility Isn’t Automatically Bearish)
Sevens Report 5.14.21 – Technical Update (Levels to Watch)
Sevens Report 5.13.21 – Was the CPI Report A Bearish Gamechanger?
Sevens Report 5.12.21 – How to Allocate to Commodities
Sevens Report 5.11.21 – The Real State of the Jobs Market
Sevens Report 5.10.21 – What the Disappointing Jobs Report Means for Markets
Sevens Report 5.07.21 – Why Value/Cyclicals Are Outperforming Again This Quarter
Sevens Report 5.06.21 – Jobs Report Preview (Too Hot is the Risk)
Sevens Report 5.05.21 – Market Multiple Levels: S&P 500 Chart
Sevens Report 5.04.21 – Market Multiple Table: May Update
Sevens Report 5.03.21 – What Can Move This Market Higher?
Sevens Report 4.30.21 – Inflation Expectations Dashboard
Sevens Report 4.29.21 – What the Fed Decision Means for Markets
Sevens Report 4.28.21 – Why Does It Matter When the Fed Tapers QE?
Sevens Report 4.27.21 – FOMC Preview
Sevens Report 4.26.21 – Rising Headline Risk But Fundamentals Still Solid
Sevens Report 4.23.21 – Are Higher Taxes a Risk to the Rally?
Sevens Report 4.21.21 – Why Do Indian COVID Cases Matter to Markets?
Sevens Report 4.20.21 – Earnings Season Update
Sevens Report 4.19.21 – What’s Driving this Rally in Stocks
Sevens Report 4.16.21 – Why Did the 10 Year Yield Drop (And Does It Change Anything?)
Sevens Report 4.15.21 – April Economic Breaker Panel: Is the Economy Set to Overheat?
Sevens Report 4.14.21 – Why Didn’t the JNJ News Cause a Pullback?
Sevens Report 4.13.21 – Is the Tapering Talk Set to Begin?
Sevens Report 4.12.21 – How Does the S&P 500 Get to 4500?
Sevens Report 4.9.21 – What Would Make The Fed Less Dovish?
Sevens Report 4.8.21 – Cyclicals/Value vs. Tech/Growth Positioning Update
Sevens Report 4.7.21 – Market Multiple Levels: S&P 500 Chart
Sevens Report 4.6.21 – Market Multiple Table: April Update
Sevens Report 4.5.21 – What Friday’s Jobs Report Means for Markets
Sevens Report 4.1.21 – Jobs Report Preview (A Too Hot Number Is the Biggest Risk)
Sevens Report 3.31.21 – Too Much Stimulus?
Sevens Report 3.30.21 – Why Contracts for Difference Matter to Your Clients
Sevens Report 3.29.21 – A Market in Transition
Sevens Report 3.26.21 – Why the Suez Canal Blockage Isn’t Bullish for Oil
Sevens Report 3.25.21 – Four Pillars of the Rally Updated (More Cracks)
Sevens Report 3.24.21 – Why Did Stocks Drop Again?
Sevens Report 3.23.21 – Is Tech Bottoming?
Sevens Report 3.22.21 – A Market Driven by the 10 Year Yield
Sevens Report 3.19.21 – Economic Breaker Panel: March Update
Sevens Report 3.18.21 – What the Fed Decision Means for Markets
Sevens Report 3.17.21 – Fed Day: Key Levels to Watch
Sevens Report 3.16.21 – FOMC Preview
Sevens Report 3.15.21 – An Important Week for the Markets
Sevens Report 3.12.21 – Two Sectors That Should Benefit from Stimulus
Sevens Report 3.11.21 – A Stimulus Driven Rebound for Brick and Mortar Retail?
Sevens Report 3.10.21 – Market Multiple Levels: S&P 500 Chart
Sevens Report 3.9.21 – Market Multiple Table: March Update
Sevens Report 3.8.21 – A Crack in One Pillar of the Rally
Sevens Report 03.5.21 – Why Powell’s Comments Post a Threat to the Rally
Sevens Report 03.4.21 – Why Higher Yields Are Crushing Tech Stocks
Sevens Report 03.3.21 – Is There a Commodity Supercycle in the Works?
Sevens Report 03.2.21 – The Global Response to Rising Yields
Sevens Report 03.1.21 – Harder to Rally?
Sevens Report 02.26.21 – What the Non-Taper Tantrum Means for Stocks
Sevens Report 02.25.21 – More Positive News for the Get Out and Spend Stocks
Sevens Report 02.24.21 – Powell Testimony Takeaways
Sevens Report 02.23.21 – Can Central Banks Stop the Rise in Yields?
Sevens Report 02.22.21 – Updated Market Outlook (Factoring in Higher Yields)
Sevens Report 02.19.21 – Another Sign of Inflation
Sevens Report 02.18.21 – Global Bond Yields Are Rising Too (And That’s Important)
Sevens Report 02.17.21 – Economic Breaker Panel: February Update
Sevens Report 02.16.21 – What Could Go Wrong?
Sevens Report 02.12.21 – Inflation Update
Sevens Report 02.11.21 – What Level of Yields Would Be a Bearish Gamechanger?
Sevens Report 02.10.21 – Market Multiple Levels: S&P 500 Chart
Sevens Report 02.9.21 – Market Multiple Table: February Update
Sevens Report 02.8.21 – Too Much of a Good Thing?
Sevens Report 02.5.21 – Yield Curve Update (Getting Closer to the Danger Zone)
Sevens Report 02.4.21 – Jobs Report Preview
Sevens Report 02.3.21 – Why Are Stocks Rallying Again?
Sevens Report 02.2.21 – Is the Silver Rally Sustainable?
Sevens Report 02.1.21 – A Potentially Bearish Technical Signal
Sevens Report 01.29.21 – What’s the Potential GME Fallout?
Sevens Report 1.28.21 – Can GameStop Cause A Correction?
Sevens Report 01.27.21 – Did the Pandemic Finally Peak?
Sevens Report 01.26.21 – FOMC Preview
Sevens Report 01.25.21 – Three Things That Could Go Wrong
Sevens Report 01.22.21 – Why Stocks Dropped Yesterday (and Why They are Down This Morning)
Sevens Report 01.20.21 – Economic Breaker Panel: January Update
Sevens Report 01.19.21 – Can the Market Have the Best of Both Worlds?
Sevens Report 01.15.21 – Are Investors Expecting Too Much from this Market?
Sevens Report 01.14.21 – What Could Cause a Disorderly Rise in Yields (Hint: Think Global)
Sevens Report 01.13.21 – Market Multiple Levels: S&P 500 Chart
Sevens Report 01.12.21 – Market Multiple Table: January Update
Sevens Report 01.11.21 – Update on the Four Pillars of the Rally (Negative News)
Sevens Report 01.08.21 – Jobs Day
Sevens Report 01.07.21 – Why Stocks Rallied Yesterday
Sevens Report 01.06.21 – Thoughts on the Georgia Runoffs
Sevens Report 01.05.21 – What a Blue Wave Would Mean for Markets
Sevens Report 01.04.21 – Politics and Vaccines (The First Key Events of 2021)
Sevens Report 12.31.20 – Why 2021 Could Start With a Bang (In Stock and Bond Markets)
Sevens Report 12.30.20 – Looming Market Catalysts
Sevens Report 12.29.20 – Another Positive for the “Get Out and Spend” Trade
Sevens Report 12.28.20 – The Next Catalysts for the Market
Sevens Report 12.24.20 – Stimulus Update (Why The Market Still Expects It To Pass)
Sevens Report 12.23.20 – Another Positive for Banks
Sevens Report 12.22.20 – Could the New Strain Cause a Correction?
Sevens Report 12.21.20 – Why the Long-Term Bull Case Got Stronger Last Week
Sevens Report 12.18.20 – Dollar Outlook (This Matters to Stocks)
Sevens Report 12.17.20 – Why the FOMC Decision Was More Bullish Than It Seemed
Sevens Report 12.16.20 – Stimulus Winners and Losers
Sevens Report 12.15.20 – FOMC Wildcard to Watch
Sevens Report 12.14.20 – Are Investors Too Complacent?
Sevens Report 12.11.20 – Dow Theory Update
Sevens Report 12.10.20 – December Economic Breaker Panel (Stronger Than Expected)
Sevens Report 12.09.20 – Inflation and Yields in 2021
Sevens Report 12.08.20 – Market Multiple Levels: S&P 500 Chart
Sevens Report 12.07.20 – How Much is Left in the Rally?
Sevens Report 12.04.20 – Stimulus Update & Jobs Report Preview
Sevens Report 12.03.20 – Market Multiple Table
Sevens Report 12.02.20 – Why Stocks Rallied
Sevens Report 12.01.20 – Perspective on Value vs. Growth
Sevens Report 11.27.20 – Could The Fed Disappoint Markets?
Sevens Report 11.25.20 – The Case for Banks
Sevens Report 11.24.20 – Yellen and Stimulus Expectations
Sevens Report 11.23.20 – The New Market Dynamic (Lockdowns and Stimulus)
Sevens Report 11.20.20 – Market Technical Update
Sevens Report 11.19.20 – Are Lockdowns Starting to Outweigh Vaccine Optimism?
Sevens Report 11.18.20 – Growth vs. Value: A Closer Look
Sevens Report 11.17.20 – New Market Catalysts
Sevens Report 11.16.20 – Updated Market Outlook (Near Term Pain for Long Term Gain)
Sevens Report 11.12.20 – Political Update
Sevens Report 11.11.20 – Market Multiple Levels: S&P 500 Chart
Sevens Report 11.10.20 – Market Multiple Table: October Update
Sevens Report 11.09.20 – What the Vaccine News Means for Markets
Sevens Report 11.06.20 – Jobs Report Preview
Sevens Report 11.05.2020 – Market Outlook in a Divided Government
Sevens Report 11.04.20 – Election Roadmap Update (What It Means for Markets)
Sevens Report 11.03.20 – Election Roadmap
Sevens Report 11.02.20 – A Historic Week Finally Arrives
Sevens Report 10.30.20 – Is Stimulus the New QE?
Sevens Report 10.29.20 – Three Events That Could Make This Pullback Worse
Sevens Report 10.28.20 – Vaccine Playbook
Sevens Report 10.27.20 – 4 Reasons Stocks Dropped Yesterday
Sevens Report 10.26.20 – A Market Supported By Great Expectations
Sevens Report 10.23.20 – Navigating a Policy Driven Market (Not All Blue Waves are the Same)
Sevens Report 10.22.20 – What Happens To Markets If Trump Wins
Sevens Report 10.21.20 – A Familiar Question: 1998 or 2000?
Sevens Report 10.20.20 – Asset Allocations (Long and Short Term)
Sevens Report 10.19.20 – A Market Blind Spot
Sevens Report 10.16.20 – What is Fastly (And Does It Matter for Growth Stocks?)
Sevens Report 10.15.20 – October Economic Breaker Panel
Sevens Report 10.14.20 – The Pain Trade and a New Measured Move Target
Sevens Report 10.13.20 – Three Sectors to Watch if Biden Wins
Sevens Report 10.12.20 -Is the Outlook Really This Good?
Sevens Report 10.7.20 – Market Multiple Levels: S&P 500 Chart
Sevens Report 10.6.20 – Market Multiple Table: September Update
Sevens Report 10.5.20 – The Main Driver of This Market (Not Politics)
Sevens Report 10.2.20 – What Trump’s COVID-19 Diagnosis Means for Markets
Sevens Report 10.1.20 – Jobs Report Preview
Sevens Report 9.30.20 – Election Preview Part II
Sevens Report 9.29.20 – Election Preview
Sevens Report 9.28.20 – Has the Market Reached “Fair” Value Yet?
Sevens Report 9.25.20 – Dr. Copper’s Latest Warning
Sevens Report 9.24.20 – How Much Farther Can the Correction Go?
Sevens Report 9.23.20 – All Clear for Tech?
Sevens Report 9.22.20 – Is the Pullback Over Now? (Technical Levels to Watch)
Sevens Report 9.21.20 v.2 – Why the Pullback Isn’t Over
Sevens Report 9.18.20 – A Potentially Important Day for Tech
Sevens Report 9.17.20 – Was the Fed Decision Negative for Markets?
Sevens Report 9.16.20 – Economic Breaker Panel: September Update
Sevens Report 9.15.20 – FOMC Preview (What Makes It Dovish Enough?)
Sevens Report 9.14.20 – What to Make of the Pullback
Sevens Report 9.11.20 – Why Did Stocks Reverse Yesterday?
Sevens Report 9.10.20 – S&P 500 Technical Update (Chart)
Sevens Report 9.9.20 – Market Multiple Table: September Update
Sevens Report 9.8.20 – Did Anything Change Last Week?
Sevens Report 9.4.20 – Jobs Day
Sevens Report 9.3.20 – Jobs Report Preview
Sevens Report 9.2.20 – Is the S&P 500 the “Market” Anymore?
Sevens Report 9.1.20 – Why Can’t the Fed Generate Inflation?
Sevens Report 8.31.20 – Are Things Really This Good?
Sevens Report 8.28.20 – Is the Average Inflation Declaration a Bullish Gamechanger?
Sevens Report 8.27.20 – Don’t Fight the Fed (and the Fed wants Inflation)
Sevens Report 8.26.20 – Tailwinds for the Residential Housing Sector
Sevens Report 8.25.20 – What Makes a Vaccine a Bullish Gamechanger?
Sevens Report 8.24.20 – The Current Market Equation (How Investors Justify All Time Highs)
Sevens Report 8.21.20 – Why The Market Rebound Wasn’t As Impressive As It Seemed
Sevens Report 8.20.20 – An Important Chart (Valuation and Asset Inflation)
Sevens Report 8.19.20 – Earnings Takeaways in the COVID Era
Sevens Report 8.18.20 – Why the Post Office Drama Matters to Markets
Sevens Report 8.17.20 – Why Doesn’t the Market Care About No Stimulus?
Sevens Report 8.14.20 – Is Inflation Coming Back? (It Better Not Be)
Sevens Report 8.13.20 – Tech Bubble 2.0? Similarities to the late 1990’s
Sevens Report 8.12.20 – Economic Breaker Panel: August Update
Sevens Report 8.11.20 – The Vaccine Playbook
Sevens Report 8.10.20 – Stimulus Update (Are the Executive Orders Positive for Stocks?)
Sevens Report 8.7.20 – Jobs Report Preview (Recovery On/Recovery Pause/Recovery Stall)
Sevens Report 8.6.20 – Market Multiple Levels: S&P 500 Chart
Sevens Report 8.5.20 – Market Multiple Table: August Update
Sevens Report 8.4.20 – The Yield Curve Is Still Bullish Stocks
Sevens Report 8.3.20 – What to Make of this Market (In Plain English)
Sevens Report 7.31.20 – An Important Test for Super Cap Tech Stocks
Sevens Report 7.30.20 – What the Fed Decision Means for Markets (Positive but not a Silver Bullet)
Sevens Report 7.29.20 – Buying Gold for the Right Reasons
Sevens Report 7.28.20 – FOMC Preview
Sevens Report 7.27.20 – Is the Rally Starting to Stall?
Sevens Report 7.24.20 – Is Super Cap Tech Momentum Fading?
Sevens Report 7.23.20 – Stimulus Update (Progress Is Being Made)
Sevens Report 7.22.20 – Another Tailwind for European Stocks
Sevens Report 7.21.20 – The New Stimulus Bill (Good, Bad, Ugly)
Sevens Report 7.20.20 – Why This Week Is More Important Than It Seems
Sevens Report 7.17.20 – What’s Next for the Oil Market?
Sevens Report 7.16.20 – Economic Breaker Panel: July Update
Sevens Report 7.15.20 – The Presidential Election and Markets
Sevens Report 7.14.20 – Market Multiple Levels: S&P 500 Chart
Sevens Report 7.13.20 – Can Stocks Go Down Anymore?
Sevens Report 7.10.20 – Why Are Bond Yields At Multi-Month Lows?
Sevens Report 7.9.20 – A New Real Time Economic Indicator (It Might Be Rolling Over)
Sevens Report 7.8.20 – Market Multiple Table July Update
Sevens Report 7.7.20 – Technical Take: S&P 500 Partial Breakout
Sevens Report 7.6.20 – What Market Bulls Are Assuming
Sevens Report 7.2.20 – Has There Been A Positive Change?
Sevens Report 7.1.20 – Jobs Report Preview
Sevens Report 6.30.20 – Risks to the Stimulus Driven Rally
Sevens Report 6.29.20 – Are Rising COVID Cases A Reason to De-Risk?
Sevens Report 6.26.20 – New Coronavirus Tracker
Sevens Report 6.25.20 – Finding Value with a Positive Catalyst (Not Energy or Financials)
Sevens Report 6.24.20 – What Are Commodities Saying About the Economy?
Sevens Report 6.23.20 – Why Rising Coronavirus Cases Aren’t Causing a Selloff
Sevens Report 6.22.20 – The Current Tug of War in this Market
Sevens Report 6.19.20 – New S&P 500 Measured Move Targets
Sevens Report 6.18.20 – The Four Phases of Fiscal Stimulus Explained
Sevens Report 6.17.20 – Why Have Stocks Rallied?
Sevens Report 6.16.20 – What the Data Says About a “Second Wave”
Sevens Report 6.15.20 – What Come Next (Three Catalysts to Watch)
Sevens Report 6.12.20 – Was Yesterday’s Selloff The Start of Something More?
Sevens Report 6.11.20 – What Does the Fed Decision Mean for the Rally?
Sevens Report 6.10.20 – Economic Breaker Panel: June Update
Sevens Report 6.9.20 – FOMC Preview
Sevens Report 6.8.20 – Was the Jobs Report an “All Clear” for Markets?
Sevens Report 6.5.20 – Jobs Report Preview
Sevens Report 6.4.20 – Combatting FOMO (Fear of Missing Out)
Sevens Report 6.3.20 – Market Multiple Levels: S&P 500 Chart
Sevens Report 6.2.20 – Market Multiple Update
Sevens Report 6.1.20 – Why Are Markets At Multi-Month Highs?
Sevens Report 5.29.20 – China Press Conference Preview (A New Headwind?)
Sevens Report 5.28.20 – Bullish Developments on the Equity Index Chart
Sevens Report 5.27.20 – Is This Just a Big Replay of ’08-’14?
Sevens Report 5.26.20 – Are There New Tailwinds for Stocks?
Sevens Report 5.22.20 – Why Are Retail Stocks Suddenly Outperforming?
Sevens Report 5.21.20 – When Will Surging U.S. Deficits and Debt Matter to Stocks?
Sevens Report 5.20.20 – The Yield Curve and Recessions
Sevens Report 5.19.20 – A Bullish Gamechanger?
Sevens Report 5.18.20 – Is the “Easy” Part of the Rally Behind Us?
Sevens Report 5.15.20 – Technical Update: Headwinds Building?
Sevens Report 5.14.20 – What Happens to Markets in A “Prolonged Recession?”
Sevens Report 5.13.20 – Don’t Fight the Fed (Still)?
Sevens Report 5.12.20 – Economic Breaker Panel: May Update
Sevens Report 5.11.20 – Why Are Markets So Resilient (And Can It Continue?)
Sevens Report 5.8.20 – Are Negative Rates Coming to the U.S.?
Sevens Report 5.7.20 – Jobs Report Preview (Could Markets Look Past 20MM Job Losses?)
Sevens Report 5.6.20 – Market Multiple Levels: S&P 500 Chart
Sevens Report 5.5.20 – Market Multiple Table: May Update
Sevens Report 5.4.20 – Current Market Catalysts (They Changed Last Week)
Sevens Report 5.1.20 – Gold Update: What It Needs to Keep Rallying
Sevens Report 4.30.20 – What Yesterday’s Fed Decision Means for Markets
Sevens Report 4.29.20 – Seizing Long Term Opportunities in Energy Stocks
Sevens Report 4.28.20 – Fed Meeting Preview
Sevens Report 4.27.20 – What the Bulls Need to Believe
Sevens Report 4.24.20 – Why Are Markets Ignoring Bad Data?
Sevens Report 4.23.20 – Reopened vs. Normal
Sevens Report 4.22.20 – What’s Next for Oil?
Sevens Report 4.21.20 – Negative Oil Prices Explained
Sevens Report 4.20.20 – How Much Good News Is Already Priced In?
Sevens Report 4.17.20 – Rotate Out of Growth and Into Value?
Sevens Report 4.16.20 – The History of Bear Market Rallies
Sevens Report 4.15.20 – Economic Breaker Panel: April Update
Sevens Report 4.14.20 – Earnings Season Preview
Sevens Report 4.13.20 – Have Things Improved This Much?
Sevens Report 4.9.20 – Is Inflation The Next Big Thing (How to be Positioned)
Sevens Report 4.8.20 – Can Gold Continue to Rally?
Sevens Report 4.7.20 – Market Multiple Table Update
Sevens Report 4.6.20 – The Most Important Two Weeks Since ’08
Sevens Report 4.3.20 – Technical Update (Important Support and Resistance)
Sevens Report 4.2.20 – Valuation Update (Cheap, Fairly Valued, or Still Expensive?)
Sevens Report 4.1.20 – Q2 Sector Trading Outlook
Sevens Report 3.31.20 – Oil Rig Counts and the Energy Market Crash
Sevens Report 3.30.20 – How Bad Is the Damage?
Sevens Report 3.26.20 – How Much Will The Stimulus Help?
Sevens Report 3.25.20 – Was That The Bottom? If Not, How Long Can This Bounce Last?
Sevens Report 3.24.20 – Additional Fed QE Takeaways
Sevens Report 3.23.20 – We’ve Reached A Tipping Point
Sevens Report 3.20.20 – Corporate Bond Update
Sevens Report 3.19.20 – Why The Fed Needs To Do More
Sevens Report 3.18.20 – Why Yesterday’s Government Actions Are Positive for Markets
Sevens Report 3.17.20 – Reasonable Valuation Targets
Sevens Report 3.13.20 – What Makes It Better and What Makes It Worse (Important)
Sevens Report 3.12.20 – The Panic Worsens
Sevens Report 3.11.20 – Tracking the Key Variable
Sevens Report 3.10.20 – Are Things Really this Bad?
Sevens Report 3.9.20 – Why Stocks Are Plunging
Sevens Report 3.6.20 – More Volatility
Sevens Report 3.5.20 – What to Make of Yesterday’s Rally
Sevens Report 3.4.20 – What Does the Rate Cut Mean for Markets?
Sevens Report 3.3.20 – Market Multiple Update
Sevens Report 3.2.20 – Where Do Markets Go From Here?
Sevens Report 2.28.20 – What to Make of Yesterday’s Selloff
Sevens Report 2.27.20 – Is Coronavirus Becoming a Bearish Gamechanger
Sevens Report 2.26.20 – Coronavirus and the Bond Market
Sevens Report 2.25.20 – Valuation Support in the S&P (Updated)
Sevens Report 2.24.20 – Pullback – Why Stocks Are Down 2%
Sevens Report 2.21.20 – What Caused Stocks to Drop (And Recover?)
Sevens Report 2.20.20 – How To Recognize A Blow Off Top
Sevens Report 2.19.20 – Earnings Still Matter
Sevens Report 2.18.20 – Is a 20X Multiple the New Normal?
Sevens Report 2.14.20 – COVID 19 Update (What Is the Market Expecting?)
Sevens Report 2.13.20 – Economic Breaker Panel (Copper and Oil Sending Warning Signs?)
Sevens Report 2.12.20 – What Outperforms If Stocks Trade With a 20X Multiple?
Sevens Report 2.11.20 – Commodity Update and Powell Preview
Sevens Report 2.10.20 – How Far Are Investors Willing to Stretch?
Sevens Report 2.7.20 – Jobs Day
Sevens Report 2.6.20 – Jobs Report Preview
Sevens Report 2.5.20 – Market Multiple Update
Sevens Report 2.4.20 – Political Update
Sevens Report 2.3.20 – Normal Pullback or Something More?
Sevens Report 1.31.20 – Why Growth Expectations Are Driving Stocks (Not the Wuhan Virus)
Sevens Report 1.30.20 – FOMC Takeaways (An End to QE4?)
Sevens Report 1.29.20 – Market Multiple Support Levels
Sevens Report 1.28.20 – Yield Curve Update and Fed Meeting Preview
Sevens Report 1.27.20 – Will the Wuhan Virus Cause A Correction?
Sevens Report 1.24.20 – Why Yesterday’s ECB Meeting Matters to You
Sevens Report 1.23.20 – Earnings Season Update
Sevens Report 1.22.20 – What the Wuhan Coronavirus Means for Markets
Sevens Report 1.21.20 – The Two Pillars Supporting Stocks
Sevens Report 1.17.20 – Is Anything New Driving This Melt Up?
Sevens Report 1.16.20 – What The Actual Phase One Deal Means For Markets
Sevens Report 1.15.20 – Trade Deal Preview
Sevens Report 1.14.20 – Insight from a Wall Street Legend
Sevens Report 1.13.20 – The First Two Important Events of the Year (Both This Week)
Sevens Report 1.10.20 – Jobs Day
Sevens Report 1.9.20 – Jobs Report Preview (All About Wages)
Sevens Report 1.8.20 – Market Multiples Update
Sevens Report 1.7.20 – Four Events that Could Cause a Correction
Sevens Report 1.6.20 – Update on U.S./Iran Risks
Sevens Report 1.3.20 – What Rising Geopolitical Tensions Mean for Markets
Sevens Report 1.2.20 – The Key Metric to Watch in 2020
Sevens Report 12.31.19 – Positive Signals from the Yield Curve
Sevens Report 12.30.19 – Six Current Market Assumptions
Sevens Report 12.27.19 – Melt Up
Sevens Report 12.26.19 – What a Difference a Year Can Make
Sevens Report 12.24.19 – Time to Buy Defense Stocks?
Sevens Report 12.23.19 – What’s Driving the Market Melt Up (And How Long Can It Last?)
Sevens Report 12.20.19 – If There’s a Pullback, Where is Support? (Technical Update)
Sevens Report 12.19.19 – Is the Bond Market Finally Turning More Positive On Growth?
Sevens Report 12.18.19 – Market Multiple Update: As Good As It Gets?
Sevens Report 12.17.19 – Why Earnings Growth Is Now Critical to the Rally
Sevens Report 12.16.19 – What Phase One Means for Markets (Three Takeaways)
Sevens Report 12.13.19 – Is the Trade Deal A Bullish Gamechanger?
Sevens Report 12.12.19 – Why the Fed Was More Bullish Than It Seemed
Sevens Report 12.11.19 – Economic Breaker Panel December Update
Sevens Report 12.10.19 – Fed Preview and Key Levels to Watch in Yields
Sevens Report 12.9.19 – Was the Jobs Report an “All Clear” on the Economy?
Sevens Report 12.6.19 – Jobs Day
Sevens Report 12.5.19 – Technical Update (Key Support and Resistance Levels)
Sevens Report 12.4.19 – What Happens If There Isn’t a Trade Deal?
Sevens Report 12.3.19 – Why Have Stocks Dipped?
Sevens Report 12.2.19 – Are All the Bulls’ Eggs in One Basket?
Sevens Report 11.29.19 – Will The Hong Kong Bill Hurt U.S./China Trade Talks?
Sevens Report 11.27.19 – Has Healthcare Finally Broken Out?
Sevens Report 11.26.19 – Yield Curve Update: Negative Trend Break
Sevens Report 11.25.19 – Why Markets Are Still So Resilient
Sevens Report 11.22.19 – Why Are Jobless Claims At Four Month Highs?
Sevens Report 11.21.19 – What To Make of Wednesday’s Trade Headline (That Caused the Selloff)
Sevens Report 11.20.19 – Clearing the Trade War Fog
Sevens Report 11.19.19 – Yield Curve Update: Critical Levels to Watch
Sevens Report 11.18.19 – Trade Hopes, Momentum, and New Highs
Sevens Report 11.15.19 – Whose Telling the Truth on U.S./China Trade? Stocks or Treasuries?
Sevens Report 11.14.19 – Valuation Update: Dangers of FOMO (Fear of Missing Out)
Sevens Report 11.13.19 – Economic Breaker Panel: November Update
Sevens Report 11.12.19 – Is Europe a Buy?
Sevens Report 11.11.19 – What’s Priced Into Stocks Now?
Sevens Report 11.8.19 – Bond Yield Breakout
Sevens Report 11.7.19 – U.S./China Trade Update (What’s Priced In?)
Sevens Report 11.6.19 – How Corporate Buybacks Are Skewing EPS Statistics
Sevens Report 11.5.19 – Does this Cyclical Rotation Have Legs?
Sevens Report 11.4.19 – An Analogy To Explain This Market (Investors Loved It)
Sevens Report 11.1.19 – ISM PMI Day (More Important Than the Jobs Report)
Sevens Report 10.31.19 – FOMC Takeaways: Will Three Rate Cuts Be Enough To Save The Bull Market?
Sevens Report 10.30.19 – Fed Day and Jobs Report Preview
Sevens Report 10.29.19 – Fed Meeting Preview
Sevens Report 10.28.19 – The Real Reason for the Rally
Sevens Report 10.25.19 – Why Markets Are Ignoring Bad Data
Sevens Report 10.24.19 – Print This Chart (Updated Market Roadmap)
Sevens Report 10.23.19 – Where Will the S&P End the Year?
Sevens Report 10.22.19 – Is the Trade War Optimism Warranted?
Sevens Report 10.21.19 – Why Can’t the S&P 500 Get Through 3000?
Sevens Report 10.18.19 – Is Brexit Clarity A Bullish Gamechanger?
Sevens Report 10.17.19 – Economic Breaker Panel: How We Know The Fed Is Still Too Tight
Sevens Report 10.16.19 – Did the Fed Just Restart QE?
Sevens Report 10.15.19 – Earnings Season Technical Preview
Sevens Report 10.14.19 – What the U.S./China Trade Deal Means for Markets
Sevens Report 10.11.19- Is A Trade Truce a Bullish Gamechanger?
Sevens Report 10.10.19 – If There’s No Trade Deal, Should We Buy Value?
Sevens Report 10.9.19 – Trade Meeting Preview (Good, Bad, Ugly)
Sevens Report 10.8.19 – A Warren Presidency and Markets
Sevens Report 10.7.19 – Is It Too Late for a Trade Truce?
Sevens Report 10.4.19 – Why Stocks Rebounded Yesterday
Sevens Report 10.3.19 – Is A Bad ISM PMI Really Worth a 3% Pullback?
Sevens Report 10.2.19 – Start of Something More?
Sevens Report 10.1.19 – A Gutsy Contrarian Call
Sevens Report 9.30.19 – Will A Trade Truce Bring Trade Clarity?
Sevens Report 9.27.19 – Repo Update (Still Not Fixed)
Sevens Report 9.26.19 – The Most Important Issue for Stocks (Impeachment, Trade or the Fed?)
Sevens Report 9.25.19 – Is Impeachment a Negative for Markets?
Sevens Report 9.24.19 – Presidential Cycles and Financial Markets
Sevens Report 9.23.19 – Macro Outlook: Better, But Is It This Good?
Sevens Report 9.20.19 – Why Earnings Still Matter
Sevens Report 9.19.19 – What The Fed Rate Cut Means for Markets
Sevens Report 9.18.19 – Fed Wildcard to Watch
Sevens Report 9.17.19 – Fed Meeting Preview and Saudi Oil Update
Sevens Report 9.16.19 – Can A Trade Truce Sustain New Highs?
Sevens Report 9.13.19 – Technical Update (S&P 500, 10 Year, Copper)
Sevens Report 9.12.19 – Is the Tariff Delay Bullish?
Sevens Report 9.11.19 – ECB Preview
Sevens Report 9.10.19 – Updated Market Multiple Table
Sevens Report 9.9.19 – How Much Have Things Improved?
Sevens Report 9.6.19 – Time to Buy Cyclicals?
Sevens Report 9.5.19 – Jobs Report Preview
Sevens Report 9.4.19 – Three Major September Catalysts
Sevens Report 9.3.19 – Did Things Get Better Last Week?
Sevens Report 8.30.19 – Has There Been Actual U.S./China Trade Progress?
Sevens Report 8.29.19 – Identifying Potential Positive Surprises
Sevens Report 8.28.19 – A True Curve Inversion
Sevens Report 8.27.19 – What’s Next for U.S.-China Trade?
Sevens Report 8.26.19 – Is The Trade War a Bearish Gamechanger Now?
Sevens Report 8.23.19 – Powell Speech Preview
Sevens Report 8.22.19 – Rising Chances of a True Yield Curve Inversion
Sevens Report 8.21.19 – Did the Yield Curve Actually Invert?
Sevens Report 8.20.19 – Updated Market Multiples
Sevens Report 8.19.19 – Progress on U.S./China Trade?
Sevens Report 8.16.19 – Why The Falling Yuan Isn’t that big of a Threat
Sevens Report 8.15.19 – Is the Curve Inversion a Bearish Gamechanger?
Sevens Report 8.14.19 – The Yield Curve Just Inverted
Sevens Report 8.13.19 – Why Did the Hong Kong Protests Cause a Drop in Stocks?
Sevens Report 8.12.19 – What’s Next for Markets
Sevens Report 8.9.19 – Sector Performance Through The Pullback (Including Yesterday’s Rally)
Sevens Report 8.8.19 – The Real Cause of this Pullback (Not the Fed, Not U.S./China Trade)
Sevens Report 8.7.19 – What’s Next for U.S.-China Trade?
Sevens Report 8.6.19 – The Trade War and Market Multiples
Sevens Report 8.5.19 – Why the Falling Yuan is Causing a Selloff
Sevens Report 8.2.19 – What More Tariffs Mean for Markets
Sevens Report 8.1.19 – Short and Long Term Implications of the Fed Rate Cut
Sevens Report 7.31.19 – Reading the Rate Cut
Sevens Report 7.30.19 – Fed Preview: What to Expect
Sevens Report 7.29.19 – The Most Important Week of the Year
Sevens Report 7.26.19 – What the ECB Decision Means for Markets (Slightly Disappointing)
Sevens Report 7.25.19 – What Falling RV Sales Mean for the Economy
Sevens Report 7.24.19 – ECB Preview (The Most Important Catalyst of the Week)
Sevens Report 7.23.19 – A Game of Multiples
Sevens Report 7.22.19 – Fed Expectations and Earnings
Sevens Report 7.19.19 – Key Levels to Watch in the Yield Curve
Sevens Report 7.18.19 – The Four Key Influences on this Market (and How to Easily Monitor Them)
Sevens Report 7.17.19 – Economic Breaker Panel: July Update
Sevens Report 7.16.19 – Earnings Season Preview
Sevens Report 7.15.19 – How Much Is Too Much?
Sevens Report 7.12.19 – Why the Bad Treasury Auction Mattered to Markets
Sevens Report 7.11.19 – Finding Attractive Risk/Reward in This Market
Sevens Report 7.10.19 – Powell Preview
Sevens Report 7.9.19 – Do Lower Rates Mean Better Stock Returns?
Sevens Report 7.8.19 – What the Strong Jobs Report Means for Markets
Sevens Report 7.5.19 – Jobs Day
Sevens Report 7.3.19 – Jobs Report Preview
Sevens Report 7.2.19 – What’s Next for the U.S. and China?
Sevens Report 7.1.19 – Trump/Xi Meeting Takeaways (Good, But Not That Good)
Sevens Report 6.28.19 – Trump/XI Meeting Day (Finally)
Sevens Report 6.27.19 – G -20 Preview (What Will Make It Positive for Stocks)
Sevens Report 6.26.19 – Digging Deeper into the Yield Curve
Sevens Report 6.25.19 – Dow Theory Update
Sevens Report 6.24.19 – It’s G-20 Week (Trump/Xi Meeting Friday)
Sevens Report 6.21.19 – Mind the Fed Funds Gap
Sevens Report 6.20.19 – Fed Takeaways
Sevens Report 6.19.19 – Perspective on Yesterday’s Rally
Sevens Report 6.18.19 – FOMC Preview (Will the Fed Confirm the Rally?)
Sevens Report 6.17.19 – Why Are Stocks So Resilient (And Can It Last?)
Sevens Report 6.14.19 – Fed Expectations (What’s the Best Scenario for Stocks?)
Sevens Report 6.13.19 – Update from Dr. Copper
Sevens Report 6.12.19 – Economic Breaker Panel – Deterioration in June
Sevens Report 6.11.19 – Market Scenario Update (Good/Bad/Ugly)
Sevens Report 6.10.19 – Is the Pullback Over?
Sevens Report 6.7.19 – Bull Steepening (Not Necessarily Good for Stocks)
Sevens Report 6.6.19 – Jobs Report Preview
Sevens Report 6.5.19 – Is the “Fed Put” Back?
Sevens Report 6.4.19 – Good, Bad, & Ugly Scenario Analysis
Sevens Report 6.3.19 – Four Problems Facing Stocks (Print This List)
Sevens Report 5.31.19 – What Mexican Tariffs Means for Markets
Sevens Report 5.30.19 – Technical Update (Key Levels To Watch)
Sevens Report 5.29.19 – Another Message from the Bond Market to the Fed
Sevens Report 5.28.19 – Why Downside Risks Are Building in Stocks
Sevens Report 5.24.19 – The Bond Market Is Screaming For a Rate Cut
Sevens Report 5.23.19 – A U.S.-China Tech War Too?
Sevens Report 5.21.19 – Trade Update: Good/Bad/Ugly
Sevens Report 5.20.19 – Updated Market Outlook
Sevens Report 5.17.19 – Why Yesterday’s Huawei News Matters To Markets (Not Good)
Sevens Report 5.16.19 – Yesterday’s Important Event (It Wasn’t Tariff Delays)
Sevens Report 5.15.19 – An Update From Dr. Copper (It’s Been Right)
Sevens Report 5.14.19 – Sectors Insulated from the Trade War
Sevens Report 5.13.19 – Trade Update (Why Are Stocks Down?)
Sevens Report 5.10.19 – Trade Update (Post Tariff Increases)
Sevens Report 5.9.19 – Inflation Update (More Important Than Trade)
Sevens Report 5.8.19 – Another VIX-Driven Air Pocket?
Sevens Report 5.7.19 – When Is the Dovish Fed Good for Stocks?
Sevens Report 5.6.19 – What New Tariff Threats Mean for Markets
Sevens Report 5.3.19 – What Is Dow Theory Saying Now?
Sevens Report 5.2.19 – FOMC Takeaways (Where’s the Positive Catalyst Now?)
Sevens Report 5.1.19 – Curve Steepening: Buy Banks?
Sevens Report 4.30.19 – Will the Fed Cut Rates?
Sevens Report 4.29.19 – What Gets the S&P 500 Sustainably Through 3000?
Sevens Report 4.26.19 – An Update from Dr. Copper
Sevens Report 4.25.19 – Earnings Season Takeaway (Mild Positive)
Sevens Report 4.24.19 – The Case for Healthcare
Sevens Report 4.23.19 – Why Average Inflation Matters to You
Sevens Report 4.22.19 – Time to Buy Puts?
Sevens Report 4.18.19 – Is Healthcare A Buy? (It’s Negative YTD)
Sevens Report 4.17.19 – What’s in the Box?
Sevens Report 4.16.19 – Economic Breaker Panel Update: More Improvement
Sevens Report 4.15.19 – S&P 500 Back at 2900 – What’s Changed Since October
Sevens Report 4.12.19 – The Easiest Way To Explain This Market To Clients
Sevens Report 4.11.19 – Contrarian Opportunity in Permian Shale Stocks?
Sevens Report 4.10.19 – Earnings Preview: Good, Bad, Ugly
Sevens Report 4.9.19 – Is the Yield Curve Contaminated?
Sevens Report 4.8.19 – Can The S&P 500 Breakthrough 2900?
Sevens Report 4.5.19 – The Right Sectors To Own If There Is A Global Rebound
Sevens Report 4.4.19 – New Highs From A Leading Indicator
Sevens Report 4.3.19 – Bigger Picture on Economic Data
Sevens Report 4.2.19 – Economic Data Takeaways
Sevens Report 4.1.19 – Updated Equity Market Outlook
Sevens Report 3.29.19 – Are Cyclical Sectors Set To Rebound?
Sevens Report 3.28.19 – Another Bad Signal From the Bond Market
Sevens Report 3.27.19 – New Earnings Risks
Sevens Report 3.26.19 – Seven “Ifs” Update
Sevens Report 3.25.19 – Why Stocks Dropped
Sevens Report 3.22.19 – Technical Update
Sevens Report 3.21.19 – Was the Fed a Bullish Gamechanger?
Sevens Report 3.20.19 – Never Ever Fight the Fed
Sevens Report 3.19.19 – FOMC Preview
Sevens Report 3.18.19 – What Caused Last Week’s Rally?
Sevens Report 3.15.19 – A Glass Half Full Market
Sevens Report 3.14.19 – Why Stocks Have Rallied
Sevens Report 3.13.19 – Economic Breaker Panel: March Update
Sevens Report 3.12.19 – Leading Indicators
Sevens Report 3.11.19 – Seven Ifs Update
Sevens Report 3.8.19 – Why The Dovish ECB Isn’t Good For Stocks
Sevens Report 3.7.19 – ECB Preview (Why It’s Important For U.S. Stocks)
Sevens Report 3.6.19 – Another Reason to Buy China
Sevens Report 3.5.19 – Market Multiples Explained
Sevens Report 3.4.19 – Latest on U.S./China (Is a Deal in Place?)
Sevens Report 3.1.19 – A Make or Break Month Ahead
Sevens Report 2.28.19 – Two Important Takeaways from Yesterday’s Testimonies
Sevens Report 2.27.19 – A New Risk For Bond Portfolios?
Sevens Report 2.26.19 – What a Trade Deal Means for the Rally
Sevens Report 2.25.19 – Seven Macro Catalysts
Sevens Report 2.22.19 – A New Prognosis from Dr. Copper?
Sevens Report 2.21.19 – Why QT Matters to This Market
Sevens Report 2.20.19 – Technical Tipping Point
Sevens Report 2.19.19 – Valuation Update
Sevens Report 2.15.19 – Two New Positives For This Market?
Sevens Report 2.14.19 – February Economic Breaker Panel
Sevens Report 2.13.19 – Time to Chase Stocks? Not So Fast
Sevens Report 2.12.19 – Is a Fed “Pause” Actually Good for Stocks?
Sevens Report 2.11.19 – Weekly Market Preview
Sevens Report 2.8.19 – Why The Reserve Bank of India Matters to You
Sevens Report 2.7.19 – Sectors to Buy If This is A ’15/’16 Repeat
Sevens Report 2.6.19 – Repeat of 2015/2016?
Sevens Report 2.5.19 – An Old Wall Street Indicator
Sevens Report 2.4.19 – What’s Next for Markets
Sevens Report 2.1.19 – U.S./China Trade Update
Sevens Report 1.31.19 – Was the Fed A Bullish Gamechanger?
Sevens Report 1.30.19 – Pre-Fed Technical Update
Sevens Report 1.29.19 – FOMC Preview
Sevens Report 1.28.19 – A Make or Break Week for the Rally
Sevens Report 1.25.19 – Positive News on the U.S. Consumer (Good for Stocks)
Sevens Report 1.24.19 – A Sector With Relative Clarity (and Opportunity)
Sevens Report 1.23.19 – Dow Theory Update
Sevens Report 1.22.19 – Key Earnings Week
Sevens Report 1.18.19 – Time to Get More Defensive?
Sevens Report 1.17.19 – Valuation Update (Better, But Not Good)
Sevens Report 1.16.19 – An Update from Dr. Copper
Sevens Report 1.15.19 – Brexit Vote Preview
Sevens Report 1.14.19 – Market Outlook (After the Bounce)
Sevens Report 1.11.19 – Earnings Season Preview (Market or Break for the Bull Market)
Sevens Report 1.9.19 – January Economic Breaker Panel Update
Sevens Report 1.8.19 – Encouraging Signs from Credit
Sevens Report 1.7.19 – Four Keys to a Market Bottom Updated
Sevens Report 1.4.19 – How Bad Can It Get? Valuation Worst Case Scenario
Sevens Report 1.3.19 – Jobs Report Preview