Won’t do anything to materially hurt the economy
Won’t do anything to materially hurt the economy: Sevens Report Analysts Quoted in Investing.com
New S&P 500 high raises questions on longevity – Sevens Report
According to financial research firm Sevens Report, the climb was underpinned by confidence that the administration “won’t do anything to materially hurt the economy,” even as tariff threats and aggressive rhetoric persist.
“The No. 1 reason the S&P 500 has returned to the February highs is because the market has confidence that the administration won’t do anything to materially hurt the economy and that belief is the foundation upon which the Q2 rebound was built,” it said.
Another driver was the absence of stagflation concerns. “The market is not afraid of tariff-driven stagflation anymore,” the report said, pointing to cooling housing and energy prices helping to offset inflationary pressure.
“Analysts are quickly pivoting to using 2026 earnings estimates, which are between $290-$300/share. Based on that valuation math (6,141/$295), the S&P 500 is trading at just 20.8X earnings, a reasonable number,” the firm noted.
Also, click here to view the full article featured on Investing.com published on June 30th, 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.