Why Is Muse a Bullish Catalyst for Tech?
What’s in Today’s Report:
- Why Is Muse a Bullish Catalyst for Tech?
- Understanding Why a Diesel Export Ban Won’t Work
Futures are lower as rising Treasury yields continue to pressure stocks, with Nasdaq futures down over 1%.
Oil prices are higher as renewed Middle East tensions raise concerns about a broader conflict.
Economically, the German Ifo Survey was net positive as Current Conditions came in at 89.9 vs. (E) 89.1.
Looking ahead to today’s session, there are two economic reports to watch: Jobless Claims (E: 204K) and New Home Sales (E: 615K). The Treasury will hold a 4- & 8-Week Bill auction at 11:30 a.m. ET and a 7-Yr Note auction at 1:00 p.m. ET.
Finally, there are several Fed speakers today including Barkin (8:00 a.m. ET), Hammack (8:50 a.m. ET), and Paulson (10:10 a.m. ET), while notable earnings include COST ($6.48), DRI ($2.06), SNX ($4.46), and BB ($0.03).
Q3 Quarterly Letter: How Are You Explaining This Quarter to Clients?
The Fed is raising rates again. The 10-year Treasury has crossed 5%. Oil is sitting around $100. War, inflation and geopolitical uncertainty are back in focus, while questions about AI and market valuations haven’t gone anywhere.
There is a lot to explain, and writing a thoughtful quarterly client letter from scratch can take hours.
Our Q3 Sevens Report Quarterly Letter comes out next week. We do the research and writing and deliver it to you as an editable Word document. Add your branding, change our language, insert your own views and send it through compliance.
We do the heavy lifting. You make it yours.
Learn More About Sevens Report Quarterly Letter