Sevens Report Co-Editor Questions Validity of $750B US-EU Energy Deal

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Tyler Richey says headline figure may rely on “financial engineering”

The E.U. to buy $750 billion of U.S. energy products. Why that’s ‘absurd.’

The European Union’s plan to buy $750 billion worth of U.S. energy products raised eyebrows this week, with Sevens Report Research co-editor Tyler Richey calling the figure “absurd” without major assumptions baked in.

“If there are plans to more rapidly expand Europe’s nuclear power capacity by utilizing U.S.-based companies… then there could be a case made,” Richey told MarketWatch.

But that would require “financial engineering,” he added, and the three-year timeline would likely leave the real value of the deal carrying an asterisk.

Also, click here to view the full article published in MarketWatch on July 28th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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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.

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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.

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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.

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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.

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3 Market Cycles in 8 Months: How to Trade What’s Coming Next

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Sevens Report breaks down past trends to prepare investors for the future

3 markets in eight months — understanding the playbook for what’s next

3 PHASES. 8 MONTHS. 1 STRATEGY TO STAY AHEAD.

According to Sevens Report, the past eight months saw U.S. markets shift through three clear phases — each tied to macroeconomic policy and sentiment:

  1. Trumponomics Euphoria (Nov–Jan):
    Fueled by expectations of tax cuts, deregulation, and GOP control.

    • S&P 500 +5.4%

    • Cyclicals like financials and consumer discretionary outperformed.

  2. Recession Paranoia (Feb–Apr):
    Escalating tariff threats and erratic policy execution spooked investors.

    • S&P 500 −7.86%

    • Defensives like utilities and staples led.

  3. Ignoring Macro, Chasing Growth (May–Present):
    Trade concerns eased, and investor focus shifted to AI-led growth.

    • Rally led by NVIDIA, Microsoft, Alphabet

    • AI tech and intrinsic-growth names dominate.

“Understanding what defined them and the strategies that outperformed will help us 1) Identify the next type of market and 2) Outperform.”

What’s next depends on trade clarity and growth outlook:

  • Improved clarity = return of Trumponomics

  • Worsening outlook = back to Recession Paranoia

  • Lingering uncertainty = AI tech continues to lead

Also, click here to view the full article published in Investing.com on July 15th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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June CPI Shows Early Tariff-Driven Inflation Signs

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Sevens Report says tariff pressures may be emerging in inflation data

Tariff Impact Starts to Show in June CPI Report

TARIFFS START TO BITE?

June’s CPI data came in mostly as expected — but Sevens Report flagged one critical detail: tariff price pressures may already be appearing.

  • Headline CPI: +2.7% YoY (vs. 2.6% est.)
    Driven by higher energy costs from Middle East tensions.

  • Core CPI: +2.9% YoY (in line with forecast)
    But up from May, suggesting an uptick that caught investors’ attention.

“There was enough in this report to keep alive concerns that tariffs will stoke inflation.” — Sevens Report

While the report doesn’t eliminate hopes for a Fed cut later this year, September is now far less likely.

Markets were flat at first — but as investors digested the data, stocks began to slip.

Bottom line: This CPI report was “no worse than feared,” but it’s the first real sign that Trump’s tariff policies are starting to ripple through prices — and the next wave of duties is just weeks away.

Also, click here to view the full article published in agweb.com on July 16th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Stock Vigilantes May Push Back If Trump Escalates Tariffs Says Tom Essaye

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Sevens Report warns equity markets won’t tolerate unchecked trade risks

‘Stock vigilantes’ could rebel against Trump’s tariffs: Sevens Report

WALL STREET MAY SOON SEND A MESSAGE IF TARIFF THREATS TURN TO ACTION

So far, investors have largely shrugged off Trump’s tariff rhetoric, assuming he won’t follow through on aggressive trade threats.

But according to Tom Essaye, founder of Sevens Report Research, that complacency may soon fade if tariffs actually hit.

“It’s possible that stock vigilantes could appear… If Trump views the new highs in stocks as a ‘green light’ to escalate the trade war, it may well have to decline to remind the administration…”

Essaye argues that the U.S. economy can absorb around 10% aggregate tariffs, but anything more could threaten a return to stagflation-like conditions.

The term “stock vigilantes” borrows from “bond vigilantes”—investors who sell U.S. debt in protest of fiscal mismanagement. This time, equities could become the market’s way of saying “enough.”

Also, click here to view the full article published in MarketWatch on July 14th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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ASX Nears Record Although U.S. Tariff Uncertainty Clouds Global Outlook

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Tom Essaye warns Fed may delay cuts until trade policy stabilizes

ASX on track to break record; big miners jump

AUSTRALIAN MINERS SURGE WHILE U.S. POLICY RISKS SIMMER

The ASX is on track to hit a new record as mining stocks jump, but U.S. trade and rate policy remain a source of global market concern.

According to Tom Essaye, author of the Sevens Report, Trump’s unpredictable tariff strategy could force the Fed to delay a rate cut beyond September.

“There’s zero chance we’ll have tariff clarity by August 1, which makes a July rate cut impossible.”
— Tom Essaye, Sevens Report

Even if Trump sticks to the current deadline, Essaye warns, markets expect a delay, which pushes rate decisions further into the year.

“The Fed will want to wait a few months to see what impact these new tariff rates have on the economy.”

Essaye also noted a potential political backlash if higher-for-longer rates persist, which could escalate tensions between Trump and Fed Chair Powell.

Also, click here to view the full article featured on Indopremier.com published on July 11th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Stocks Hit Highs as Airlines Lead But Tariff Delays Threaten Outlook

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Tom Essaye warns delayed trade policy could derail rate cut expectations

U.S. Stocks Reach New Highs as Airlines Soar, Trade Tensions Persist

TRADE POLICY CLOUDS THE OUTLOOK DESPITE STOCK GAINS

U.S. stocks reached new highs Thursday, boosted by a rally in airline shares, but analysts are sounding caution as tariff uncertainty lingers.

Tom Essaye, founder of The Sevens Report, warned that fluctuating trade policies are likely to impact Fed decisions in the coming months.

“The likelihood of a clear tariff policy before August 1 is zero… which means a July rate cut is off the table.”
— Tom Essaye, Sevens Report

Essaye emphasized that continued delays in trade clarity reduce the odds of a September cut and increase the risk of a longer high-rate environment.

“That raises the risk of economic slowdown.”

Despite bullish price action, underlying policy risks remain unresolved, keeping markets exposed to macro-driven pullbacks.

Also, click here to view the full article featured on AInvest.com published on July 10th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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