Tom Essaye Quoted in Market Watch on July 6th, 2022
Why a rally in growth stocks could signal ‘peak’ Fed hawkishness has passed
While it’s too early to declare the value outperformance ‘over,’ we do think the outperformance of tech recently is notable, because if it continues that will be a strong signal that the market is now looking past future rates hikes towards eventual rate cuts in 2023…said Tom Essaye, founder of Sevens Report Research, in a note Wednesday. Click here to read the full article.