What’s in Today’s Report:
- Is Valuation a Problem for the Market (Yes & No)
- September Flash PMI Takeaways
Futures are rebounding from yesterday’s Powell-induced declines with tech leading as MU reported solid Q3 earnings while BABA announced a $50B AI investment overnight.
Economically, Germany’s Ifo Survey disappointed across the board with the headline Business Climate down to 87.7 vs. (E) 89.1.
Today, there is one economic report to watch: New Home Sales (E: 649K) and one Fed official scheduled to speak: Daly (4:10 p.m. ET).
The Treasury will hold a 4-Month Bill auction (11:30 a.m. ET) and a 5-Yr Note auction (1:00 p.m. ET) today, and as has been the case recently, the results have the potential to move fixed income markets/Fed policy expectations and ultimately could impact stocks.
Additionally, there are a few more noteworthy earnings releases due out today including: CTAS ($1.19), THO ($1.16), KBH ($1.50).
Sevens Report Q3 ’25 Quarterly Letter Coming Next Wednesday
We will be releasing the Q3 2025 Sevens Report Quarterly Letter to subscribers next Wednesday, October 1.
The Sevens Report Quarterly Letter is a turn-key client communications solution. We use our strength (writing about the markets) to help you:
- Save time (an average of 4-6 hours per quarterly letter)
- Show you’re on top of markets with impressive, compelling market analysis and
- Strengthen client relationships with little-to-no work from you!
Study after study tells us that the No. 1 reason clients switch advisors is a lack of personal, value-add communication. An original quarterly letter is an easy way to deliver that personal touch. Let us do the work for you!
You can view our Q2 ’25 Quarterly Letter here.
To learn more about the product (including price), please click this link and if you’re interested in subscribing, please email info@sevensreport.com.
