FOMC Takeaways, July 27, 2017

FOMC Preview: Get the simple talking points you need to strengthen your client relationships with a free trial of The Sevens Report. FOMC Decision • As expected, the Fed left rates unchanged and did not alter its balance sheet. Takeaway The Fed decision met our “What’s Expected” scenario, as the Fed said balance sheet reduction[…]

Cutting Through the Political Noise: 4 Events That Could Actually Cause A Pullback, July 26, 2017

Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James and more… see if The Sevens Report is right for you with a free two-week trial. The political noise and theatre has officially reached a new level, with Russia, pardons, impeachment and other such terms of significant connotation[…]

FOMC Preview and Projections plus the Wildcard to Watch, July 25, 2017

FOMC Preview: Get the simple talking points you need to strengthen your client relationships with a free trial of The Sevens Report. Tomorrow’s FOMC meeting is important to markets for multiple reasons, because it will give us additional color on when the Fed will begin to reduce its balance sheet, and whether a December rate[…]

Finance, Investing Cheat Sheet May 22

Weekly Market Cheat Sheet, May 22, 2017

The Sevens Report is the daily markets cheat sheet our subscribers use to keep up on markets, leading indicators, seize opportunities, avoid risks and get more assets. Get a free two-week trial with no obligation, just tell us where to send it. Last Week in Review: There weren’t many economic reports last week, and the data we[…]

Weekly Market Cheat Sheet

Weekly Market Cheat Sheet: May 8, 2017

The Sevens Report is the daily markets cheat sheet our subscribers use to keep up on markets, leading indicators, seize opportunities, avoid risks and get more assets. Get a free two-week trial—no obligation, just tell us where to send it. Last Week in Review: Economic data last week, highlighted by the strong jobs report, helped to[…]

this week and last week in review, may 1

Last Week and This Week in Economics, May 1, 2017

The Sevens Report is everything you need to know about the markets by 7am each morning in seven minutes or less. Free trial at 7sReport.com. Economic data continued to underwhelm last week and the gap between soft sentiment surveys and actual, hard economic data remains wide, and that gap remains a medium term risk on[…]

Last Week and This Week in Economics, April 24, 2017

This Week/Last Week in Economics is a feature each Monday in the subscriber Sevens Report. Sign up for a totally free (no-credit-card required) two-week trial of the Sevens Report to get everything you need about the markets in your inbox by 7am each morning.   Last Week in Economics – 4.17.17 April economic data started[…]

Kenny Polcari, Adam Johnson, Tom Essaye, The Sevens Report, The Bell Podcast

Tom Essaye on “The Bell” Podcast with Kenneth Polcari and Adam Johnson

I was a guest on Adam Johnson’s podcast “The Bell” last week. We talk about the reality of tax reform, tax trade, geopolitics, and the bond market, straight from the NYSE Floor. We were also joined by Kenneth Polcari, Director, O’Neil Securities, director of NYSE Floor. Get a free two-week trial of Tom Essaye’s Sevens Report—everything you[…]

Last Week and This Week in Economics, April 17, 2017

Last Week in Economics – 4.10.17 The two important economic numbers came out Friday when markets were closed, so they didn’t receive much attention, although they should have. Both numbers (CPI and Retail Sales) further eroded the reflation trade thesis and will increase worries the economy is losing momentum. Starting with retail sales, the headline[…]

Fed Balance Sheet Primer

Fed Balance Sheet Primer, April 11, 2016

An excerpt below from today’s subscriber edition of Sevens Report. Fed Balance Sheet Primer Markets remain consumed by politics and geopolitics, but really the biggest macro surprise so far for 2017 came from the Fed last week, with the realization that they could begin to shrink their balance sheet in 2017. That event has potentially[…]