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Tom Essaye Chats with Yahoo Finance to Discuss Where Markets are Headed

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Tom Essaye chats with Yahoo Finance to discuss where markets are headed

Why Ed Yardeni says a market melt-up could be coming

Yardeni Research’s Ed Yardeni says there is a 20% chance of a market melt-up and a 20% chance of a market meltdown.

Yahoo Finance Senior Reporter Brooke DiPalma and Sevens Report Research founder Tom Essaye sit down with Yahoo Finance Executive Editor Brian Sozzi to discuss where markets are headed.

“I don’t know what the official definition of a melt-up is, but 13 straight days is pretty substantial. I think that that sort of what is important to this melt-up though is why it is happening. I think the first stage of this, honestly, most of these 13 days has been funds that got underinvested or maybe a little too light into all this volatility, trying to chase stocks higher.

And we call these the Mag 7 stocks, the Mega Cap tech stocks, long only rentals. Which means if I’m a fund and I need to slap on exposure really fast, then I need a liquid stock that trades with a high beta to the market and I look right to Mega Cap tech. And so I think a lot of the gains of the past 13 days have not necessarily been fundamentally driven in these tech stocks, but just a lot of funds and investors trying to slap on exposure.

Now, we’re getting into earnings for these tech stocks. And if they’re good, then you’re going to see this thing just turbocharge. And so I think it is a lot about earnings and I think the sort of the pieces are in place for a continued melt up in the tech stocks.” Said Tom Essaye

Also, click here to view the full video published on Yahoo Finance on April 20th, 2026. 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.

I’ve Never Seen a Fed More Divided – Tom Essaye Says on Yahoo Finance

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Sevens Report Research founder Tom Essaye chats with Yahoo Finance Executive Editor

What average investors should know about Fed nominee Kevin Warsh

Federal Reserve Chair nominee Kevin Warsh is set to face his confirmation hearing on Tuesday

Sevens Report Research founder Tom Essaye chats with Yahoo Finance Executive Editor Brian Sozzi about what investors need to know about Warsh and his potential impact on the markets.

“I think that the net takeaway for a regular investor from Warsh is that he is going to he isn’t going to rock the boat. Look, there are concerns that he’s maybe not as big of a fan of QE and that maybe he’s a bit more dovish structurally than Powell was. But at the end of the day, it’s a committee. And yes, Warsh matters, but in my career at least, and guys, correct me if I’m wrong, but I’ve never seen a Fed more divided. I’ve never seen a Fed committee that is more sort of torn on what they need to do.”

Also, click here to view the full video published on Yahoo Finance on April 20th, 2026. 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.

‘Tom Essaye | Corporate America is Firing on All Cylinders

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Tom Essaye Quoted in Yahoo Finance

‘Firing on all cylinders’: Wall Street strategists expect a strong quarter of earnings growth

Tom Essaye, founder of Sevens Report Research, told Yahoo Finance that “corporate America is firing on all cylinders.” He notes that S&P 500 earnings per share have climbed from roughly $235 in 2024 to projected estimates of $315 for 2026.

Whether it’s AI or other tech, the strong quarter of earnings growth has been fueled by solid margins, per Essaye. Companies are successfully navigating higher energy and transport costs without letting them dent the bottom line. Despite inflation, customer bases are “broadly good.”

“If anything, there’s upward risk, and that tells you that companies are executing well in an environment where fear is high, but the actual reality is quite good,” Essaye said.

Also, click here to view the full article published on Yahoo Finance on April 19th, 2026. 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.

Tom Essaye talks about Amazon’s upcoming deal and the booming space economy with Yahoo Finance

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Tom Essaye talks about Amazon’s upcoming deal and the booming space economy with Yahoo Finance

Amazon to buy Starlink-rival Globalstar as space economy booms

Sevens Research Report founder Tom Essaye, Yahoo Finance Senior Reporter Ines Ferre, and JonesTrading chief market strategist Michael O’Rourke join Yahoo Finance Executive Editor Brian Sozzi to discuss the upcoming deal and the booming space economy.

I think that we have seen some valuations come in. Look, as corporate America continues to perform incredibly well on the hall. And that is a story that is being lost amidst this like headline chaos we’ve had basically since the first day of this year. whether it’s Fed drama or the war in Iran or tariff Supreme Court rules. There’s been another geopolitical or political headline every day.

All the while, corporate America has been performing incredibly well. They have cash, they are looking to grow, and as we have started to hear in earnings season and I think we’re going to continue to hear in earnings season, they are firing on all cylinders. And that is the biggest support for this market. It’s also the most underappreciated positive for this market.

Also, click here to view the full video published on Yahoo Finance on April 14th, 2026. 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.

Tom Essaye Chats About Bank Earnings with Yahoo Finance

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Tom Essaye chats about bank earnings with Yahoo Finance

JPMorgan, Wells Fargo, BlackRock: Bank earnings takeaways

JPMorgan (JPM), Wells Fargo (WFC), Citi (C), and BlackRock (BLK) continued bank earnings week on Tuesday following Goldman Sachs’ (GS) strong results on Monday.

Sevens Research Report founder Tom Essaye chats with Yahoo Finance Executive Editor Brian Sozzi about the earnings results.

I think that JP Morgan and Goldman Sachs are two of the best in breed financials because of their execution. I mean, it’s sort of seemingly quarter after quarter. Wells Fargo, you know, not so much these last couple of quarters. But JPM and you look across the business line, right? There were no major warts in any of these reports. They reiterate guidance. Yes, Jamie Diamond sort of echoed the caution he had in his annual shareholder letters, but we know he’s become a bit more, I guess cautious would be a good word to say in his sort of macro commentary over the past couple years. I’ve been looking at these bank results very closely. BlackRock’s another one. I think BlackRock, although not as popular as the first two, they kind of downplayed the private credit concerns. That business was net accretive for them in Q1.

Also, click here to view the full video published on Yahoo Finance on April 14th, 2026. 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.

Tom Essaye discusses market complacency with Yahoo Finance

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Tom Essaye discusses market complacency with Yahoo Finance

Is Wall Street too complacent on recession risk?

Yahoo Finance Senior Reporter Ines Ferre and Sevens Research Report founder Tom Essaye chat with Yahoo Finance Executive Editor Brian Sozzi about the survey results.

I think that yes, the market is a bit too complacent on recession risks. Not because I think a recession is imminent. It’s just because the market’s so complacent towards it, right? Now, I get why. The labor market, which is really the key, is still very strong and I think if you’re going to get a contraction in growth, you have to see the labor market deteriorate. But there are headwinds on this economy and there have been headwinds for a long time.

It doesn’t mean that we’re going to suddenly collapse, but we could see growth continue to grow. You know, we’re back at basically the all-time highs and we’re in the middle of a war, private credit concerns, AI anxiety, and growth is slowing a bit. So I just think everybody should sort of think about that from a valuation standpoint. We’re priced for, you know, close to perfection right now.

Also, click here to view the full video published on Yahoo Finance on April 14th, 2026. 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.

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.

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.

Sevens Report Research Founder Tom Essaye Reacts To JPMorgan’s Forecast

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Tom Essaye reacts to JPMorgan’s latest note with Yahoo Finance

JPMorgan warns Tesla stock could sink 60% in new note. Here’s why.

Yahoo Finance Senior Reporter Ines Ferré breaks down the note from the JPMorgan team, while Sevens Report Research founder Tom Essaye reacts to this forecast.

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.

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.

Tom Essaye joins Opening Bid host Brian Sozzi to discuss the latest data.

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Tom Essaye joins Opening Bid host Brian Sozzi to discuss the latest data.

Jobs data disappointment fueled by AI displacement & more

Sevens Report founder Tom Essaye, Yahoo Finance Senior Reporter Brooke DiPalma, and Yahoo Finance Senior Reporter Ines Ferré join Opening Bid host Brian Sozzi to connect the dots on the latest data.

Everybody’s sort of making the assumption that the economy is fine, and I get it. Most of the data is showing pretty solid growth. But the reality is that we are still in a labor market that’s a bit in flux. Now, I don’t think the negative 92,000 number is necessarily exactly correct. I think that there was a strike that added 30, I think 1,000, and then the weather did have some sort of impact. But the reality is we are in a no hire, no fire labor market. and that’s fine as long as it’s stable. But if all of a sudden it can quickly go to a firing and layoff labor market, then we have an economic problem and that is exactly what we do not need given all the other headaches we have.

Also, click here to view the full video published on Yahoo Finance on March 6th, 2026. 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.

Tom Essaye Talks About The Legitimacy of These AI Fears with Yahoo Finance

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Tom Essaye Talks About The Legitimacy of These AI Fears with Yahoo Finance

AI scare: Citrini’s report is just a ‘thought experiment’ for now

Sevens Report Research founder Tom Essaye, Yahoo Finance Markets and Data Editor Jared Blikre, and Yahoo Finance Senior Reporter Ines Ferré assess the legitimacy of these AI fears as disruptions ripple across the software landscape. IBM (IBM) shares dropped yesterday while Wall Street investors adjust their price targets on Workday (WDAY).

So the whole AI enthusiasm, AI bull market has been driven on the idea that AI is going to make companies much more productive, right? Which means better margins and more earnings. But now, the thought is going beyond that. It’s saying, wait, it’s going to become so productive that we’re actually not even going to need all of these industries. And there won’t be jobs for people.

Also, click here to view the full video published on Yahoo Finance on February 24th, 2026. 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.