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The 10-Year Yield Sits at 5.00%

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The 10-Year Yield Sits at 5.00%: Tom Essaye Quoted in Barron’s

10-Year Treasury Yield Hovers Around Milestone 5% Level, Adding Pressure to Stocks

“The 10-year yield sits at 5.00% as of this writing. And the higher it goes today, the lower stocks will likely fall,” said Tom Essaye, founder of Sevens Report Research. “Today, any progress on electing a Speaker of the House will be welcomed by the markets and likely push yields lower.”

The recent, dramatic march higher in yields has added significant headwinds for stocks. Because higher returns on risk-free government debt tend to dampen demand for riskier bets, such as equities.

Also, click here to view the full Barron’s article published on October 23rd, 2023. However, to see the Sevens Report’s full comments on the current market environment sign up here.

The 10-Year Yield

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Trading Today Will be Dominated by Politics, Geopolitics, and Yields

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Trading Today Will be Dominated by Politics, Geopolitics, and Yields: Tom Essaye Quoted in Barron’s

Stocks Continue Falling Following Powell Remarks

The 10-year Treasury yield ticked lower to 4.949% after threatening to hit 5% for the first time since 2007.

Sevens Reports Research’s Tom Essaye notes that although two Federal Reserve officials are set to speak publicly today. He doesn’t expect either to move markets following Powell’s comments on Thursday.

“So, trading today will be dominated by politics, geopolitics, and yields,” he writes. “Any progress on finding a Speaker of the House will be welcomed by markets (regardless of whether it’s Jordan, McHenry or anyone else), and calming of tensions in the Middle East will similarly be welcomed by markets as would a decline in the 10-year yield. Meanwhile, the opposite of any of those will likely add more headwinds to stocks.”

Also, click here to view the full Barron’s article published on October 21st, 2023. However, to see the Sevens Report’s full comments on the current market environment sign up here.

It’ll be Very Hard for This Market to Rally

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It’ll be Very Hard for This Market to Rally

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It’ll be Very Hard for This Market to Rally: Tom Essaye Quoted in Barron’s

Dow Falls Nearly 250 Points. 10-Year Nears 5%.

Stocks tumbled and bond yields rose Thursday after Federal Reserve Chair Jerome Powell paved the way for keeping rates steady.

“Treasury yields are doing exactly what we’d expect given Powell essentially said rates won’t go any higher, but they will stay higher for longer and the economy is strong,” Sevens Report Research’s Tom Essaye told Barron’s.

 “It’ll be very hard for this market to meaningfully rally with yields this high. But, barring a major geo-political positive surprise or great earnings season.”

Also, click here to view the full Barron’s article published on October 19th, 2023. However, to see the Sevens Report’s full comments on the current market environment sign up here.

It’ll be Very Hard for This Market to Rally

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

Rising Oil Prices Will Continue to Act as a Headwind

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Rising Oil Prices Will Continue to Act as a Headwind: Tom Essaye Quoted in Barron’s

Stocks Open Lower Amid Rising Tensions in the Middle East

“Looking into today’s session, there will remain considerable focus on the conflict between Israel and Hamas amid Biden’s visit to the region and if no progress is made towards a ceasefire, rising oil prices will continue to act as a headwind on risk assets,” writes Sevens Report Research’s Tom Essaye.

President Joe Biden arrived in Tel Aviv to meet with Israeli Prime Minister Benjamin Netanyahu. President Biden’s trip to Israel followed the explosion of a hospital in Gaza.

Also, click here to view the full Barron’s article published on October 18th, 2023. However, to see the Sevens Report’s full comments on the current market environment sign up here.

Rising oil prices

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

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Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

Treasury Yields Are Rising Back Towards Cycle Highs

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Treasury Yields Are Rising Back Towards Cycle Highs: Tom Essaye Quoted in Barron’s

Stocks Open Lower as Retail Sales, Middle East Conflict Overshadow Earnings

Sevens Report Research’s Tom Essaye noted prior to the retail sales report that markets appeared to react to news President Joe Biden will visit Israel on Wednesday.

“Treasury yields are rising back towards cycle highs on news that President Biden will travel to Israel tomorrow to try and ease tensions in the region,” Essaye wrote.

Earnings season is kicking into full gear, but so far the reports have been overshadowed by the Israel-Hamas war and economic developments.

Also, click here to view the full Barron’s article published on October 17th, 2023. However, to see the Sevens Report’s full comments on the current market environment sign up here.

Treasury Yields Are Rising

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Yields Are Rising – Tom Essaye Quoted in Barron’s

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Yields Are Rising: Tom Essaye Quoted in Barron’s

Stocks Gain as Concerns About Conflict in Middle East Ease

Sevens Report Research’s Tom Essaye told Barron’s that reports President Joe Biden is weighing a visit to Israel have sent stocks higher and oil prices lower. WTI crude oil futures were down 0.7%, to $86.93 a barrel.

“Yields are higher but that’s likely by nervous investors reversing ‘fear based’ positions. That came last week as a result of the Israel/Hamas conflict,” Essaye wrote. “Point being, yields are rising as investors get more comfortable with the geo-political environment.”

Also, click here to view the full Barron’s article published on October 16th, 2023. However, to see the Sevens Report’s full comments on the current market environment sign up here.

Yields Are Rising

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An Invasion of Gaza by Israel Remains Imminent

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An invasion of Gaza: Tom Essaye Quoted in Barron’s

Stocks Are Rising Ahead of Big Week for Earnings

The Dow Jones Industrial Average was up 215 points, or 0.6%, shortly after the market opened on Monday. The S&P 500 was up 0.5%. The Nasdaq Composite rose 0.4%.

“Futures are slightly higher as the weekend brought no major changes to the current macro-economic set up,” wrote Sevens Report Research’s Tom Essaye earlier Monday morning. “Geopolitically, an invasion of Gaza by Israel remains imminent but so far the conflict hasn’t expanded regionally and oil is little changed as a result.”

Also, click here to view the full Barron’s article published on October 16th, 2023. However, to see the Sevens Report’s full comments on the current market environment sign up here.

Israel Readies For A Potential Invasion

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Israel Readies For A Potential Invasion

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Israel Readies For A Potential Invasion: Tom Essaye Quoted in Barron’s

Energy Stocks Gain as Oil Prices Rise

The Middle East is a critical region for crude supply. The ongoing war between Israel and Hamas poses a risk to oil supply, and the escalation does not look likely to ease anytime soon.

“Israel warned more than one million residents to evacuate southern Gaza in the next 24 hours as it readies for a potential invasion and oil is rallying 3% as a result,” Tom Essaye, founder of the Sevens Report, wrote Friday.

Also, click here to view the full Barron’s article published on October 13th, 2023. However, to see the Sevens Report’s full comments on the current market environment sign up here.

Israel Readies For A Potential Invasion

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

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The Health of the World’s Second-Largest Economy

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The Health of the World’s Second-Largest Economy: Tom Essaye Quoted in Barron’s

Asian Stocks Gain as Investors Get Fresh Hope of China Stimulus

Asian traders seemed to largely shake off the latest grim development from China’s distressed property sector. As Country Garden edged to the brink of default—stocks moved higher after a report that meaningful Chinese stimulus may be due.

“The news is alleviating some lingering concerns about the health of the world’s second-largest economy.” Said Tom Essaye, the founder of Sevens Report Research.

Also, click here to view the full Barron’s article published on October 10th, 2023. However, to see the Sevens Report’s full comments on the current market environment sign up here.

Upward Pressure in Treasury Yields

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Upward Pressure in Treasury Yields

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Upward Pressure in Treasury Yields: Tom Essaye Quoted in Barron’s

Stock Futures Slide as Bond Yields Keep Rising

Firstly, “Markets want to see Congress take some actual steps towards curbing spending and addressing the long-term fiscal issues facing the country,” wrote Tom Essaye, president of Sevens Report Research. “In order for that to happen, the Congress needs to function relatively normally, and that’s in doubt.”

“That doubt is adding to the upward pressure in Treasury yields. While that is not the only reason yields have risen, it is a contributing factor that the sooner the markets get more confidence in Congress being able to function properly, the sooner it removes a tailwind on Treasury yields (that will be good for stocks),” he continued.

Also, click here to view the full Barron’s article published on October 3rd, 2023. However, to see the Sevens Report’s full comments on the current market environment sign up here.

Upward Pressure in Treasury Yields

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.