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I Think It Would Help Sentiment – Says Tom Essaye

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I think it would help sentiment, says Tom Essaye

Review & Preview: It’s Only January?

“If we could go a weekend without some sort of tariff threats, or arresting of a foreign leader, or threatening to bomb Iran—if we could go a couple of days, I think the market would appreciate it,” Sevens Report Research’s Tom Essaye told me. “I think it would help sentiment a bit and let us refocus on the data—which is pretty Goldilocks—and earnings, which, on balance, are fine.”

Also, click here to view the full article published in Barron’s on January 30th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Why the Crypto ETF Floodgates May Open Soon

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What’s in Today’s Report:

  • Why the Crypto ETF Floodgates May Open Soon
  • Weekly Market Preview: Fed Decision and the Most Important Week of Earnings
  • Weekly Economic Cheat Sheet: Does Data Stay Goldilocks?

Futures are moderately higher on trade optimism following positive comments on U.S./China trade negotiations.

Treasury Secretary Bessent said U.S./China trade talks went “very well” this weekend, reducing fears of additional tariffs and raising hopes for tariff relief.

Economically, German IFO Businesses Expectations were better than estimates (91.6 vs. (E) 89.4).

Today we do get two economic reports, Durable Goods (E: 0.01%) and New Home Sales (E: 710k) and markets will want to see in-line numbers to keep the Goldilocks data trend in place.

Beyond today, this is a potentially important week that contains a Fed decision (possibility of a dovish surprise) but, more importantly, key Tech/AI earnings and markets need to see a dovish Fed and strong AI earnings to keep the rally going.

Some earnings we’re watching today include: KDP ($0.54), CAR ($8.11), and WHR ($1.41).

Tom Essaye Quoted in Market Watch on July 17th, 2023

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Why U.S. stock-market investors shouldn’t expect positive economic data to push S&P 500 materially higher

While it’s undeniable that fears of a hard landing, inflation and hawkish Fed have not materialized, the reality is that the current level of the S&P 500 largely factors all of that in, so last week’s CPI and PPI reports didn’t provide the market with a new positive catalyst, but instead just reinforced what was already widely assumed,” Tom Essaye, founder of Sevens Report Research, wrote in a Monday note. Click here to read the full article.

Tom Essaye Quoted in Barron’s on July 1, 2021

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Stocks Close Up. The S&P 500 Hits Another High.

Markets will want ‘Goldilocks’ data to start the quarter, in that the numbers show solid…writes Tom Essaye, founder of Sevens Report Research. Click here to read the full article.

Tom Essaye Quoted in Barron’s on July 1, 2021

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Walgreens Dips, Micron Falls, and Stocks Are Steady After Jobless Claims Data

Markets will want ‘Goldilocks’ data to start the quarter, in that the numbers show solid activity, but…writes Tom Essaye, founder of Sevens Report Research. Click here to read the full article.