Tom Essaye Quoted In Barron’s – Two Threats Could Derail Market Rally
Sevens Report president says stagflation or fading AI enthusiasm are key risks
2 Factors That Could Trigger a Stock Market Selloff
Despite recent economic surprises and geopolitical noise, none of it has slowed the market rally, according to Tom Essaye, president of Sevens Report Research.
“For the simple reason that they weren’t enough to make investors think that 1) tariffs may cause stagflation or 2) meaningfully reduce AI enthusiasm,” Essaye wrote.
He stressed that while conflicting inflation data, questions about data validity, and global tensions add uncertainty, investors should focus on whether developments increase stagflation risk or curb AI optimism.
“As long as the answer to both is ‘no,’ then while stocks may see some volatility, the trend in this market should remain higher,” Essaye concluded.
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