Markets Relieved as Powell Expected to Finish Fed Term

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Stability in Fed leadership reassures investors amid earnings season

S&P 500, Nasdaq end with record highs again. Dow jumps, too.

Markets showed signs of relief Friday as expectations solidified that Federal Reserve Chair Jerome Powell will finish his term, despite speculation around his potential replacement.

“Markets still fully expect Powell to finish his term,”
said Tom Essaye, founder and president of Sevens Report Research.

With investor attention split between corporate earnings—highlighted by Intel’s results—and central bank leadership, Powell’s expected continuity is seen as a stabilizing force amid global uncertainty.

Also, click here to view the full article published in USAToday.com on July 25th, 2025. 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.

Hard Landing/Soft Landing Scoreboard: No Real Signs of a Slowdown

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What’s in Today’s Report:

  • Hard Landing/Soft Landing Scoreboard:  No Real Signs of a Slowdown

Futures are drifting slightly higher after a generally quiet night of no additional Trump/Powell drama or trade news.

President Trump’s visit to the Fed was largely uneventful and markets still fully expect Powell to finish his term.

Economic data from Europe slightly underwhelmed as UK Retail Sales (0.9% vs. (E) 1.4%) and German IFO Businesses expectations (90.7 vs. (E) 91.4) both missed estimates.

Today there’s just one notable economic report, Durable Goods (E: -11.0%), and markets will want to see another solid number that reinforces businesses are not slowing investment despite tariff uncertainty.

On earnings, next week is another big one for important companies but there are still some worthwhile results today including: CNC ($0.68), HCA ($6.19), AN ($4.70), PSX ($1.63), AON ($3.40).

 

Stock Rally Builds on Optimism for U.S.-EU Trade Breakthrough

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Sevens Report sees momentum from Japan deal

Stock Rally Builds on Hopes for US-EU Trade Deal: Markets Wrap

U.S. stocks extended gains as investors grew hopeful about a potential U.S.-EU trade deal following a successful agreement with Japan.

“Focus will stay on trade and earnings,” said Tom Essaye of The Sevens Report.
“The Japan deal raises hopes a similar EU deal can be struck before next Friday.”

Markets continue to ride positive sentiment around trade progress and corporate earnings.

Also, click here to view the full article published in Bloomberg on July 22nd, 2025. 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.

Stablecoin Primer: Why Last Week’s Legislation Was Important

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What’s in Today’s Report:

  • Stablecoin Primer:  Why Last Week’s Legislation Was Important

Futures are little changed following a night of mixed earnings followed by more mixed economic data.

The EU July flash PMI slightly beat estimates (51.0 vs. (E) 50.9) while the UK reading missed (51.0 vs. (E) 51.7) but both numbers were above 50 and signaling expansion.

On earnings, GOOGL posted solid numbers (up 3% pre-market) while TSLA underwhelmed (down 6% pre-market).

Today focus will turn towards economic data and there are two notable reports to watch: Jobless Claims (E: 225K) and the Flash Manufacturing PMI (E: 52.7).  If both reports are solid, look for the rally to continue driven by cyclical sectors, as investors embrace a potentially re-accelerating economy.  We also get New Home Sales (E: 650K), although that shouldn’t move markets.

On earnings, the season remains “fine” so far.  Key reports we’re watching today include: INTC ($0.14), AAL ($0.79) and BX ($1.10).

 

The Next Phase of the AI Revolution

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What’s in Today’s Report:

  • The Next Phase of the AI Revolution
  • Why There Was De-escalation in the Trump/Powell Feud Yesterday

Futures are modestly higher following the announcement of a trade deal with Japan late Wednesday night, although underwhelming earnings are offsetting some of that news.

President Trump announced a trade deal with Japan and 15% tariffs on imports, a level not as bad as feared.

Tech earnings overnight underwhelmed, with ASML and TXN posting slightly disappointing results.

Today there is only one economic report, Existing Home Sales (E: 4.01 million), and it shouldn’t move markets.

So, focus will stay on trade and earnings. On trade, the Japan deal will raise hopes a similar deal with the EU can be stuck before next Friday.

On earnings, key reports to watch today include (in order of importance): TSLA ($0.28), GOOGL ($2.14), IBM ($2.64), T ($0.51), TMO ($5.22), FCX ($0.46), NEE ($1.01), TMUS ($2.69).

 

New and Interesting ETFs for Your Watchlist

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What’s in Today’s Report:

  • New and Interesting ETFs for Your Watchlist

Futures are slightly lower following “not good enough” earnings and a lack of trade deal progress.

NXP Semiconductors (NXPI) was the big report overnight and it beat estimates, but the results weren’t as good as hoped for and the stock is down –6% pre-market.

On trade, a deal with India and the EU before the August 1st deadline is looking increasingly less likely.

Today there are no economic reports but there is a speech from Fed Chair Powell (8:30 a.m. ET) and markets will be look for any clues that he’s more open to a July rate cut (this is very unlikely and he’ll almost certainty stay in the “wait and see” mode, but if he were dovish it’d be a market positive).  We also hear from Governor Bowman today (1:00 p.m. ET).

On earnings, the week continues to ramp up and some reports we’re watching today include:  KO ($0.83), PM ($1.85) , GM ($2.45), TXN ($1.32).

 

 

Sevens Report Special Report: Asteroid Mining & the Future of Gold

The Sevens Report Special Report: Asteroid Mining & the Future of Gold has been met with extremely positive feedback as thought-provoking research.

As a reminder, this report is free for all Sevens Report subscribers and can be accessed on the “My Reports” section of www.sevensreport.com.   

Some subscribers have expressed interest in sharing this with clients, both as a Sevens Report branded publication and as a “White Labeled” version, and that option is available for purchase for a discounted price. 

To learn more about the white labeled version of the Asteroid Mining & the Future of Gold Special Report, please click this link.   

 

Why Markets Continue to Ignore Macro Risks

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What’s in Today’s Report:

  • Why Markets Continue to Ignore Macro Risks
  • Weekly Market Preview:  Focus Turns to Earnings (Including Major Tech Names)
  • Weekly Economic Cheat Sheet:  Flash PMIs Thursday is the Big Report This Week

Futures are modestly higher mostly on momentum following a generally quiet weekend of news.

There were no notable trade headlines over the weekend and markets are still awaiting any progress on trade deals with the EU, India and Japan.

Economically, there were no notable international reports overnight.

Today there is only one economic report, Leading Indicators (E: -0.2%), and it shouldn’t move markets.

Instead, focus today and this week will be on earnings and specifically the commentary from CEOs on the consumer and economy.  Some reports we’re watching today include: NXPI ($2.29), VZ ($1.18), DPZ ($3.93), CLF ($-0.67), CCK ($1.86).

 

S&P 500 Posts Weekly Gain as Markets Eye Trade, Earnings

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Sevens Report highlights focus on Japan deal and earnings outlook

US Stocks End Little Changed With S&P 500 Notching Weekly Gain

MARKET STAYS FLAT — BUT GAINS HOLD

U.S. stocks ended little changed Friday, with the S&P 500 securing a weekly gain as traders look ahead to trade negotiations and earnings.

Tom Essaye of the Sevens Report notes:

“Focus will stay on trade and earnings. The Japan deal will raise hopes a similar deal with the EU can be stuck before next Friday.”

Despite geopolitical noise and inflation concerns earlier in the week, markets have stayed resilient — for now.

Next catalysts: corporate earnings season and potential EU trade developments.

Also, click here to view the full article published in Bloomberg on July 18th, 2025. 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.

S&P 500 Logs Weekly Gain as Resilient Spending Supports Rally

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Sevens Report points to tariffs and solid consumer demand

A Steady Rise in U.S. Stocks Leads to the S&P 500 Weekly Gains

U.S. stocks ticked higher Friday, helping the S&P 500 post another weekly gain as investors digested earnings, Fed commentary, and tariff effects.

Tom Essaye of The Sevens Report noted:

“Some weakness is appearing in import-sensitive industries, possibly tied to tariffs, but overall consumer spending remains solid.”

That consumer strength is fueling the soft-landing narrative, keeping U.S. equities near all-time highs in 2025.

Also, click here to view the full article published in Tradealgo.com on July 18th, 2025. 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.

Why Wednesday’s Bond Volatility Is Important (Trump vs. Powell)

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What’s in Today’s Report:

  • Why Wednesday’s Bond Volatility Is Important (Trump vs. Powell)

Futures are slightly higher following more dovish commentary from a Fed member and generally “fine” earnings.

Fed Governor Waller called for a 25-bps cut at the July FOMC meeting in a speech overnight, although markets assume he’s now jockeying to be the next Fed Chair and a rate cut this month remains very unlikely.

Today the economic calendar is mostly quiet (there are only two reports, Housing Starts (1.300M) and Consumer Sentiment (E: 60.7) and neither should move markets) but there are some notable earnings to watch including, in order of importance:  AXP ($3.86), SCHW ($1.09), MMM ($2.01), SLB ($0.73), ALLY ($0.78), TFC ($0.92).  In particular, if customer spending and management commentary from AXP is positive, that will further underscore that the consumer remains resilient in this uncertain environment.

 

Sevens Report Special Report: Asteroid Mining & the Future of Gold

The Sevens Report Special Report: Asteroid Mining & the Future of Gold has been met with extremely positive feedback as thought-provoking research.

As a reminder, this report is free for all Sevens Report subscribers and can be accessed on the “My Reports” section of www.sevensreport.com.   

Some subscribers have expressed interest in sharing this with clients, both as a Sevens Report branded publication and as a “White Labeled” version, and that option is available for purchase for a discounted price. 

To learn more about the white labeled version of the Asteroid Mining & the Future of Gold Special Report, please click this link.