“More broadly, market fundamentals have improved a lot since March, so we think fears of Thursday’s selloff igniting a March-like decline are not…” said Sevens Report Research founder Tom Essaye. Click here to read the full article.
Tom Essaye, a former Merrill Lynch trader who founded “The Sevens Report” newsletter, points to the years after the financial crisis, when a liquidity explosion led to surges in asset prices — from stocks to bonds, real estate and gold. “If past is prologue, the lesson is that we need to admit that this amount of liquidity means that asset inflation…” he wrote to clients. Click here to read the full article.
“Fed chair Powell yesterday really reminded investors that there’s a huge, huge gap between the economic reality and the market reality,” Tom Essaye, founder of the Sevens Report, told CNBC. Click here to read the full article.
“Fed chair Powell yesterday really reminded investors that there’s a huge, huge gap between the economic reality and the market reality. Just that reminder combined with a lot of the second wave…” Essaye told CNBC. —Li
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“I think the market has priced in that April is probably the worst of the economic data,” explained Sevens Report Research founder Tom Essaye. “While it looks like the worst is behind us — which is great — we need to start to see…” Click here to read the full article.
To help me unpack the question of whether the ramp-up in the twin “Ds” is going to represent a serious threat to the economy and the markets, I turned to my friend and brilliant colleague, macro analyst extraordinaire Tom Essaye of Sevens Report Research. Click here to read the full article.
“I think the trade [on the social media stocks] is to stand back a bit and see how this shakes out. It seems like some sort of regulation on the social media and…” said Sevens Report Research founder Tom Essaye on Yahoo Finance’s The First Trade.
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“A vaccine would be a bullish game changer, and stocks reacted accordingly,” Tom Essaye, author of “The Sevens Report” newsletter, wrote in a note. “But one day doesn’t make a sustainable…” Click here to read the full article.
“A vaccine would be a bullish game changer, and stocks reacted accordingly,” Tom Essaye, author of “The Sevens Report” newsletter, wrote in a note. “But one day doesn’t make a…” Click here to read the full article.
While that phrase may sound pretty scary to investors, Sevens Report’s Tom Essaye said Thursday stock prices may hold up much better in 2020 than during the previous two extended U.S. recessions.
“That’s $2.6 billion in two months, compared to $3.5 trillion in six years! And, the Fed isn’t done, either, as the balance sheet will certainly eclipse $7 trillion soon. Point being, this is very, very…” Essaye said. Click here to read the full article.
