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Sevens Report Research’s Tom Essaye Reacts to Dimon’s Comments

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Tom Essaye reacts to Dimon’s comments and current forecasts on the Fed’s rate position with Yahoo Finance

Could sticky inflation really drive the Fed to raise rates?

In his annual letter to shareholders, JPMorgan Chase chairman and CEO Jamie Dimon warned investors of several risks to the US economy tied to the Iran war, credit markets, and stickier inflation that could push the Federal Reserve to raise interest rates.

Sevens Report Research founder Tom Essaye and Yahoo Finance Senior Reporters Brooke DiPalma and Ines Ferré react to Dimon’s comments and current forecasts on the Fed’s rate position.

Also, click here to view the full video published on Yahoo Finance on April 6th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up 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.

Jamie Dimon’s “Cockroach” Warning Puts Credit Markets on Watch

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Recent bankruptcies raise concern over broader economic stress, with Sevens Report highlighting the Baa-over-Treasuries spread as a key risk gauge.

What to Watch for Signs of Broader Credit Market Stress

Jamie Dimon’s remark that “when you see one cockroach, there’s probably more,” referencing the bankruptcy of subprime auto lender Tricolor Holdings, has sparked new worries about hidden credit-market stress. Alongside the collapse of auto-parts maker First Brands, investors are questioning whether these cases are isolated or signs of broader weakness. According to Sevens Report analysis, the key metric to monitor is the Baa-over-Treasuries spread, a measure of risk in high-yield credit. A move toward 2.00% from the current 1.72% would signal rising systemic stress and increased downside risk for equities.

Also, click here to view the full article published in Barron’s on October 17th, 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.