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The Case for Healthcare

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What’s in Today’s Report:

  • The Case for Healthcare

Stock futures are flat as yesterday’s melt-up rally to new all-time closing highs in the U.S. is digested while overseas markets were mixed amid underwhelming economic data.

The German Ifo Survey for April missed on both the Economic Sentiment and Current Conditions components but slightly beat on Business Expectations. On balance the report validates ongoing concerns about the EU economy.

There are no economic reports due out in the U.S. today and no Fed officials are scheduled to speak which will leave investors focused on the busy earnings calendar this week.

Notable earnings releases today include: BA ($3.11), CAT ($2.84) and T ($0.85) before the open, and FB ($1.65), MSFT ($1.00), PYPL ($0.67) and V ($1.24) after the close.

Tom Essaye Interviewed with Bloomberg’s Daybreak Asia on April 22, 2019

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Tom Essaye joined Doug Krizner and David Ingles on Daybreak Asia to discuss markets, inflation, Fed and more. Click here to listen to the entire interview.

Tyler Richey Quoted in MarketWatch on April 19, 2019

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Tyler Richey Quoted in MarketWatch on April 19, 2019. The $33 billion deal “refocused the energy markets on the U.S. shale industry…and Russia took notice as the nation’s finance minister…” Click here to read the full article.

Tyler Richey Quoted in Barron’s on April 18, 2019

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Tyler Richey Quoted in Barron’s on April 18, 2019. The $33 billion deal “refocused the energy markets on the U.S. shale industry…and Russia took notice as the nation’s finance minister…” Click here to read the full article.

Tyler Richey Quoted in Bloomberg on on April 12, 2019

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“There’s not many people who are willing to short this market. We could be near a market top…” Tyler Richey quoted in Bloomberg. Click here to read the full article.

Tyler Richey

Tom Essaye Quoted in Fin24 on April 22, 2019

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“It’s going to take something else to push the S&P 500 to new all-time highs. That was the main takeaway from last week…”

Tom Essaye

Tom Essaye Quoted in Bloomberg on April 21, 2019

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What would it take the push the market to new all-time highs? Tom Essaye quoted on Bloomberg to share his view on the market, U.S. – China trade, Fed and more. Read the full article here.

 

Tom Essaye Appeared on Yahoo Finance’s Ticker on April 22, 2019

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What to make up of this earnings season? Tom Essaye shares his view on the market and more with Yahoo Finance’s Seana Smith. Watch the full clip here.

Time to Buy Puts?

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What’s in Today’s Report:

  • Time to Buy Puts?
  • Weekly Market Preview (All About Earnings)
  • Weekly Market Cheat Sheet (GDP Friday is the Key Report)

Futures are modestly lower thanks to higher oil and new concerns about the longevity of Chinese economic stimulus.

The South China Morning Post released an article saying Chinese officials will again focus on structural economic reforms, which means limited future economic stimulus.

Oil is 2% higher following reports the Trump administration will not renew any Iranian import wavers.

Today there is only one economic report, Existing Home Sales (E: 5.30M), and that won’t move markets.

So, the key to trading today will be earnings, and here are the reports we’re watching:  HAL ($0.23), KMB ($1.54), WHR ($3.04).

Tom Essaye Quoted in MarketWatch on April 17, 2019

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What is the health-care sector doing these days. Tom Essaye quoted in MarketWatch on April 17, 2019. He talks about this topic, earnings season and more. Read the full article here.