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Investors Are Pricing in a Soft Economic Landing – Tom Essaye Quoted in Bloomberg

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Tom Essaye says equities have room to run amid earnings growth optimism.

Stocks Close at Record, Nudged Higher as Cook Buys Nike Shares

“Investors are pricing in a soft economic landing with conviction as we approach the year-end,” said Tom Essaye, founder of the Sevens Report. He said that “equities have room to run amid optimism surrounding the potential for strong earnings growth in the quarters to come.”

Also, click here to view the full article published in Bloomberg on December 24th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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.

S&P 500 Rises After BOJ Hike Seen as ‘No Worse Than Feared’

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Tom Essaye says the BOJ’s rate hike eased investor worries, helping tech lead gains.

S&P 500 Notches Weekly Gain as Tech Stocks Lead Rally

The Bank of Japan raised interest rates by 25 basis points to their highest level in 30 years overnight. The move was “no worse than feared” and helped push equities markets modestly higher, Sevens Report founder Tom Essaye wrote Friday morning.

Also, click here to view the full article published in Bloomberg on December 19th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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.

Tom Essaye: Markets Seek Dovish Signals Ahead of Fed Decision

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Tom Essaye: Markets Seek Dovish Signals Ahead of Fed Decision

Stocks Gain as Bitcoin Rebounds; Boeing Soars on FCF Forecast

Stocks moved higher Tuesday as bitcoin’s rebound helped lift broader risk sentiment and Boeing shares surged on improved free-cash-flow projections. Traders are also preparing for next week’s Fed decision and weighing the potential for a dovish shift under a new chair.

“Markets are looking for dovish signals via strong demand for short-duration Treasuries and fresh support for a December Fed rate cut,” wrote Tom Essaye, president of the Sevens Report, referencing Tuesday’s six-week bill auction.

Also, click here to view the full article published in Bloomberg on December 2nd, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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.

Shutdown’s End Brings Key Economic Data Back Into Focus, Says Sevens Report

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Shutdown’s End Brings Key Economic Data Back Into Focus, Says Sevens Report

US Stocks Gain as Dip Buyers, Hopes of Shutdown End Drive Rally

With an end to the record-breaking government shutdown in sight, traders are preparing for the return of key economic data releases. Over the past week, investors relied heavily on private reports, which suggested a softening labor market.

Official government data is expected to soon provide clearer insights into employment, inflation, and the broader outlook for interest rates.

“With the shutdown ending this week, it’s unclear at this point how quickly economic data will ‘catch up,’ but the fact that we will be getting key economic reports is a general positive for markets,” said Tom Essaye, founder of The Sevens Report.

Also, click here to view the full article published in Bloomberg on November 10th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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.

Powell’s Tone Could Add Pressure to Fragile Markets, Says Essaye

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Sevens Report’s Tom Essaye warns that even a mildly hawkish stance from the Fed chair could weigh further on equities.

Stocks Fall as China Retaliation Rattles Traders: Markets Wrap

“Any less-dovish tone from Fed Chair Powell has the potential to add pressure to an already fragile and heavy equity market today,” said Tom Essaye at The Sevens Report.

Also, click here to view the full article published in Bloomberg on October 13th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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.

The Declines Could be Sharp and Painful – Tom Essaye Quoted in Bloomberg

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The declines could be sharp and painful warns Tom Essaye

US Stocks Bounce as Waning Trade Fears, AI Deal Fuel Dip Buying

“As long as the AI capex enthusiasm lasts, stocks can hold on,” said Tom Essaye of the Sevens Report. However, “if doubts emerge about the stimulative power of AI for the entire economy and market, then investors will have to face this less-than-ideal reality and the declines could be sharp and painful.”

Also, click here to view the full article published in Bloomberg on October 13th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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.

Tom Essaye: Spending Deal Could Spark Relief Rally

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Shutdown tensions risk further losses in equities

Stocks Gain on Rate-Cut Bets; Drug Shares Extend Gains

To Tom Essaye, founder and president of Sevens Report, any signs of progress toward some sort of spending agreement in Congress would likely spark a relief rally, while rising political tensions that prolong the shutdown would likely prompt further losses in risk assets.

Also, click here to view the full article published in Bloomberg on October 1st, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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.

Stock Rally Builds on Optimism for U.S.-EU Trade Breakthrough

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Sevens Report sees momentum from Japan deal

Stock Rally Builds on Hopes for US-EU Trade Deal: Markets Wrap

U.S. stocks extended gains as investors grew hopeful about a potential U.S.-EU trade deal following a successful agreement with Japan.

“Focus will stay on trade and earnings,” said Tom Essaye of The Sevens Report.
“The Japan deal raises hopes a similar EU deal can be struck before next Friday.”

Markets continue to ride positive sentiment around trade progress and corporate earnings.

Also, click here to view the full article published in Bloomberg on July 22nd, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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.

S&P 500 Posts Weekly Gain as Markets Eye Trade, Earnings

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Sevens Report highlights focus on Japan deal and earnings outlook

US Stocks End Little Changed With S&P 500 Notching Weekly Gain

MARKET STAYS FLAT — BUT GAINS HOLD

U.S. stocks ended little changed Friday, with the S&P 500 securing a weekly gain as traders look ahead to trade negotiations and earnings.

Tom Essaye of the Sevens Report notes:

“Focus will stay on trade and earnings. The Japan deal will raise hopes a similar deal with the EU can be stuck before next Friday.”

Despite geopolitical noise and inflation concerns earlier in the week, markets have stayed resilient — for now.

Next catalysts: corporate earnings season and potential EU trade developments.

Also, click here to view the full article published in Bloomberg on July 18th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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.

Stock Vigilantes May Push Back If Trump Escalates Tariffs Says Tom Essaye

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Sevens Report warns equity markets won’t tolerate unchecked trade risks

‘Stock vigilantes’ could rebel against Trump’s tariffs: Sevens Report

WALL STREET MAY SOON SEND A MESSAGE IF TARIFF THREATS TURN TO ACTION

So far, investors have largely shrugged off Trump’s tariff rhetoric, assuming he won’t follow through on aggressive trade threats.

But according to Tom Essaye, founder of Sevens Report Research, that complacency may soon fade if tariffs actually hit.

“It’s possible that stock vigilantes could appear… If Trump views the new highs in stocks as a ‘green light’ to escalate the trade war, it may well have to decline to remind the administration…”

Essaye argues that the U.S. economy can absorb around 10% aggregate tariffs, but anything more could threaten a return to stagflation-like conditions.

The term “stock vigilantes” borrows from “bond vigilantes”—investors who sell U.S. debt in protest of fiscal mismanagement. This time, equities could become the market’s way of saying “enough.”

Also, click here to view the full article published in MarketWatch on July 14th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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.