Sevens Report

Anthropic is targeting an IPO the week of Nov. 16. OpenAI is aiming for 2027. For most investors, getting exposure before the listing has been nearly impossible. That’s starting to change. Would you consider pre-IPO exposure for the right client? #AnthropicIPO #NYSE #Stocks

Fed decision tomorrow. Core PCE on Thursday. Hyperscaler earnings all week. Futures see over a 90% chance of no hike, so the focus shifts to what Chair Warsh signals next. What’s your base case for the press conference? #FOMC #Fed #NYSE #StockMarket #MarketOutlook

The #Fed decides Wednesday. Core PCE lands Thursday. Election Day is next Tuesday. Historically, midterm years have been among the more volatile stretches for #stocks. How are you thinking about positioning heading into Election Day? #StockMarket #NYSE #Midterms2026 #FOMC

Bitcoin fell 3.8% on Thursday as risk appetite faded across markets. Yet over the past month, major banks, exchanges and regulators kept pushing digital assets forward. Which matters more for the long run: price action or adoption? #Stocks #StockMarket #NYSE #Bitcoin

Strong results from SpaceX, Super Micro and Capital One lifted the S&P 500 0.58% on Wednesday. By Thursday morning, futures were pointing sharply lower again on renewed AI spending concerns. Is the AI trade setting up for a rebound, or another leg lower? #Stocks #Earnings #NYSE

The S&P 500 rose 0.41% on Monday, but only consumer discretionary, tech and materials finished higher. Tech did nearly all the work. With #SPCX and #META reporting this week, narrow leadership is back in focus. How much longer can AI carry this market on its own? #NYSE #AI

Hot CPI. Hot PPI. Yet the 10-year yield fell 14 bps last week, & the Nasdaq dropped 2% on both Wednesday and Friday. The pressure came from AI financing concerns, not inflation. Is this a bigger problem for the market, or a temporary bout of nerves? #CPI #NYSE #AI #StockMarket

South Korea’s KOSPI fell 7% on Tuesday after cautious comments on AI infrastructure. This morning, ASML’s strong results are lifting the same stocks. AI has been this market’s biggest tailwind. What do you think could actually derail it? #MarketResearch #Stocks #StockMarket

Russia/Ukraine, U.S./Iran, & Saudi/Houthis: each is making headlines almost daily, & each is affecting #markets in its own way. Brent crude topped $107 intraday on Monday. Some sectors are benefiting. Others are feeling the squeeze. Which of these do you think matters right now?

The S&P 500’s dividend yield just slipped to 1.04%, the lowest in the index’s history. Even the dot-com peak didn’t go this low. If your plan relies on dividends, how are you handling it? #Stocks #StockMarket #Dividends #MarketAnalysis

The S&P 500 closed at a new all-time high on Tuesday, and the Nasdaq set an intraday record. But a record in the #index doesn't always mean the average stock is participating. The key question: When you look past the headline numbers, how healthy does this #market look to you?

The ISM Services price index just hit its highest level since July 2022, and stocks still rallied on Monday. How long can this market keep shrugging off hot inflation data? #Stocks #NYSE #StockMarket #ISM #Inflation

The question I keep getting from advisors right now: with yields this high, why isn't the market selling off harder? It's a fair question, and the answer matters for how you position into year-end. We dig into it in today's Sevens Report. Curious what you're seeing. #Stocks

There are more #ETFs launching than ever, making it harder to keep track of the ones worth researching. Our monthly ETF review highlights 3 recent launches that caught our attention, spanning very different strategies. To see today's full issue: tinyurl.com/553jva73 #NYSE

Higher yields. Higher oil. No U.S./Iran deal. The S&P 500 still rose 1.23% last week. How? That's the question we tackle in today's Sevens Report: mailchi.mp/039d60708842/nh76… #Stocks #StockMarket #NYSE #MarketResearch #Oil #Geopolitics #Fed

Diesel prices have surged to record highs—& that’s becoming an economic issue, not just a transportation issue. Higher diesel costs can pressure corporate margins, earnings and eventually consumer spending. It’s another headwind we’re watching closely. #Diesel #MarketResearch

The S&P 500 is stuck between strong earnings and a resilient economy on one side, and higher oil, Treasury yields and uncertainty on the other. What breaks the stalemate? We examine the key catalysts in today’s Sevens Report. #MarketResearch #Earnings #NYSE #Oil

Could “in-kind” crypto transfers create a new AUM opportunity for advisors? A newer way to move eligible Bitcoin into a Bitcoin ETF without first selling could help address tax, custody, and planning challenges. More in today’s Sevens Report: mailchi.mp/039d60708842/nh76… #Crypto

The AI trade is splitting into different parts—& they aren’t all reacting the same way. A potential slowdown in frontier AI development could mean pressure for #AI infrastructure, while software could benefit. We break down why in today’s Sevens Report: mailchi.mp/039d60708842/nh76…

The S&P 500 is only about 2% off its recent highs—but what’s really driving the #pullback? There are several headlines getting attention. Our latest analysis focuses on the one factor that matters most—& why the #market could turn quickly if that changes. mailchi.mp/039d60708842/nh76…