Why the October Sell Off Was Different

Why The October Sell Off Was Different, valuation Update (the market is fairly valued here), futures are moderately lower, today focus will be on inflation via PPI (E: 0.2%) and it needs to remain “Goldilocks” so as to not put more downward pressure on stocks. We also have several Fed speakers (Williams (8:30 a.m. ET), Harker (8:50 a.m. ET), Quarles (9:00 a.m. ET)) although the next big Fed event will be Fed Chair Powell speaking on Tuesday and more.

Reflation Pause- Part 2, October 11, 2017

The Sevens Report is the daily market 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. Reflation Update Part 2—Why This Reflation Is Different In Wednesday’s Report, we covered why[…]

Reflation Pause, October 20, 2017

The Sevens Report is the daily market 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. Why Is the Reflation Rebound Pausing? Because It Should. Here’s Why… After surging basically[…]

Weekly Market Preview, September 18, 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. Last Week in Review Up until Friday, last week’s data looked like it was going to show “green shoots” of an economic[…]

Green Shoots of A Global Reflation, September 13, 2017

Are We Seeing “Green Shoots” of A Global Reflation? • Chinese August CPI rose 1.8% yoy vs. (E) 1.7% yoy. • British Core CPI rose 2.7% vs. (E) 2.5% yoy. Takeaway Are there “green shoots” of inflation? I reference the Bernanke comments regarding economic growth here, because very quietly we’ve seen two better-than-expected inflation numbers[…]

Weekly Market Cheat Sheet, August 28, 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. Last Week in Review There were only two notable economic reports last week, and neither were particularly controversial… and neither did anything[…]