Sevens Report by Tom Essaye

06/02/2026

Some of the biggest market drivers today aren't showing up in the headlines most investors are reading.

That's why the Sevens Report cuts through the noise each morning and focuses on what actually matters for markets, portfolios, and investor decision-making.

Start your free 2-week trial here: https://ow.ly/UCw150XU42C

Here are few key topics from this morning's report:
🔹 What Is Tokenmaxxing—and Why Does It Matter to You?
🔹 Key Takeaways from the Latest ISM Manufacturing PMI

📉 Futures are modestly lower as investors take profits, although renewed AI enthusiasm is helping support technology stocks.

🤖 AI remains a major theme after NVIDIA CEO Jensen Huang suggested that Marvell could become the next trillion-dollar company, sending shares sharply higher and boosting sentiment across the tech sector.

🌍 Overseas, inflation data from Europe came in largely as expected and is having little impact on markets this morning.

📊 Today's key economic report is JOLTS Job Openings, followed by...

🏦 Fed official Hammack speaks this morning...

📅 Earnings remain in focus with reports from Dollar General...click here for the full report: https://ow.ly/UCw150XU42C

06/02/2026

The underappreciated force behind market resilience may not be getting nearly as much attention as inflation, the Fed, or geopolitics.

Sevens Report was quoted in this MoneyShow article examining one of the key drivers helping support stocks despite a steady stream of potential headwinds.

Read the full article here:
https://www.moneyshow.com/articles/tradingidea-65166/spx-the-underappreciated-force-behind-market-resilience/

MoneyShow

A key (and largely underappreciated) factor behind recent stock market resilience, with the S&P 500 Inex (^SPX) reversing from early losses to record highs late last week, was a meaningful shift in Federal Reserve sentiment, writes Tom Essaye, president of the Sevens Report.

06/01/2026

The market continues to climb, even with geopolitical uncertainty still in the background.

So what’s driving stocks higher?

This week could provide some important answers. We have key economic data, a closely watched jobs report, and another round of tech earnings that will help determine whether this rally still has room to run. That’s exactly what we break down in today’s Sevens Report. Click here to receive today's issue: https://ow.ly/UCw150XU42C

🔹 Why Do Stocks Keep Rising? (The Biggest Reason)
🔹 Weekly Market Preview: Do Tech Earnings and Economic Growth Stay Strong?
🔹 Weekly Economic Cheat Sheet: A Busy Week Highlighted by Friday’s Jobs Report

📈 Futures are modestly higher this morning as AI enthusiasm continues to support stocks, even with no official U.S./Iran ceasefire agreement in place.

🌍 While the two sides exchanged limited strikes again, markets remain focused on the expectation that a ceasefire deal could still be reached in the coming days.

💻 AI remains a major market driver. Over the weekend, NVIDIA unveiled a new AI processor designed specifically for Windows devices, helping lift tech shares and futures.

📊 This week begins with an important economic report...

🏦 There is also one Fed speaker today...

📅 Earnings season remains active with reports due today from...click here for the full report: https://ow.ly/UCw150XU42C

05/29/2026

For most of this year, markets have been worried about one thing: higher rates for longer.

Now that concern is starting to ease.

Falling rate hike fears, strong AI-driven earnings, and optimism around a potential U.S./Iran ceasefire are all helping support risk assets again.

But investors are now asking a different question: How much more good news is already priced into this rally?

We break it down in today’s Sevens Report. You can try the report for free, and receive today's issue. Click here to get started: https://ow.ly/UCw150XU42C

Topics from this morning's report: 👇

● 📉 New Market Tailwind: Falling Rate Hike Fears

● 📈 Futures are modestly higher this morning as investors await confirmation of a potential U.S./Iran ceasefire agreement while AI-related tech earnings continue to impress.

● 🌍 Multiple reports suggest a ceasefire deal has been reached and is awaiting approval from. Markets largely expect the agreement to move forward, which is helping maintain a “risk-on” tone.

● 💻 On earnings, delivered another strong AI-driven report, with shares surging sharply pre-market. AI-related spending and infrastructure demand continue to be major drivers of tech leadership.

● 🏦 Today’s primary economic report is the Chicago PMI, although it’s unlikely to materially move markets unless there’s a significant surprise.

● 🎤 Several Fed officials are also scheduled to speak today, including...For now, investor focus remains squarely on geopolitics and whether an official ceasefire announcement is confirmed.

05/28/2026

There’s no shortage of information right now. The challenge is figuring out what actually matters.

Every morning we deliver a concise, professional-grade market briefing that helps advisors quickly connect the macro headlines to portfolio implications. No fluff. Just clarity.
You can try the report for free, click here to get started: https://ow.ly/x6Bp50YNwxO

Here’s a quick snapshot of topics our subscribers read about today’s report:
💾 The Canary in the Coal Mine for Memory
⛽Advisor Advantage: 12 Ways to Save Money on Gas This Summer (Client Material)

📉 Futures are slightly lower this morning following another round of limited missile and drone strikes between the U.S. and Iran.

🌍 Despite the continued military activity, markets still expect a broader ceasefire agreement to eventually be reached, helping limit the market reaction.

📊 Today’s economic calendar is loaded with important reports including...
Markets will be looking for stable inflation and resilient growth data to help push back on stagflation concerns.

🏦 Several Fed officials are scheduled to speak today including...
Williams will likely be the most closely watched given his role within Fed leadership.

💻 Earnings today include several important reports tied to both AI spending and the consumer...Strong earnings and stable inflation data would likely remain supportive for this market backdrop.

05/27/2026

AI enthusiasm is back in full force.

Tech leadership continues to drive this market higher, semiconductors remain strong, and investors are increasingly focused on whether the next phase of the AI trade is just getting started.

But beneath the surface, there’s another important story developing around infrastructure, scalability, and what’s fueling this latest rally. That’s one of the key topics we break down in today’s Sevens Report. Click here to receive today's full report: https://ow.ly/UCw150XU42C

Here are key topics from this morning's report:

● 🤖 The “Memory Wall” and Why It’s Driving the Latest AI Rally

● 📈 Futures are higher this morning with tech and small caps leading as oil prices and Treasury yields continue to ease amid growing optimism around a potential U.S./Iran ceasefire deal.

● 🇨🇳 Economic data overnight added to the AI narrative.

Chinese Industrial Profits accelerated sharply in April, while profits tied to computing and...

● 🏭 Today’s only economic report is the Richmond Fed Manufacturing Index. While it’s considered a second-tier release...

● 🏦 Markets will also watch today’s 5-Year Treasury auction closely for signs of continued stability in the bond market. The stronger the demand, the more...

● 🗣️ Two Fed officials are also scheduled to speak later today...

● 💻 Earnings season rolls on with several notable reports due today including...

As long as earnings remain solid—especially from...

05/26/2026

Markets are quickly shifting back into “risk-on” mode.

Oil prices are pulling back, Treasury yields are falling, and investors are increasingly betting that a U.S./Iran ceasefire deal could remove one of the biggest macro risks facing markets right now.

But the next question for investors is important: If a ceasefire deal happens, how much of that optimism is already priced into stocks?

That’s one of the key topics we break down in today’s Sevens Report.

To receive today's full report, click here: https://ow.ly/UCw150XU42C

Here are the key topics from this morning's report: 👇

● 🌍 Will a U.S.-Iran Ceasefire Be a Bullish Catalyst?
● 📊 Weekly Economic Outlook – All Eyes on U.S. Inflation Data

● 📈 Stock futures are sharply higher this morning as oil prices fall back below recent highs and Treasury yields retreat amid growing optimism around a potential peace agreement.

● 🛢️ Despite reports of U.S. missile strikes on Iranian targets over the weekend, markets are focusing more on comments suggesting a broader peace deal may be getting closer.

That shift is fueling “risk-on/war-off” money flows in early trading.

● 📉 There were no major overnight economic reports, leaving geopolitics as the primary market driver heading into the U.S. session.

● 🏠 Today’s key economic reports include...
Markets will continue looking for signs the consumer remains resilient despite elevated inflation and rates.

● 🏦 While there are no Fed speakers scheduled today, investors will closely watch...

● 📅 Earnings season continues with notable reports today from...click here for the full report: https://ow.ly/UCw150XU42C

05/22/2026

Oil is back above $100. Inflation concerns are creeping higher again. And markets are trying to decide whether the Fed may need to stay restrictive for longer.

The challenge for investors right now isn’t just following headlines—it’s understanding which ones actually matter for stocks, bonds, and rates. That’s exactly what we break down every morning in the Sevens Report.

Start your free 2-week trial here: https://ow.ly/UCw150XU42C

Here are key topics from this morning's report: 👇

● 🛢️ Oil and Inflation (Worse Than You Might Think)
● 📈 Futures are little changed this morning following a relatively quiet overnight session as investors remain optimistic a U.S./Iran ceasefire deal can still be reached.
● 🌍 While there was no major progress overnight on ceasefire negotiations, markets continue to expect an agreement in the near term.

● 💻 Earnings have remained one of the biggest supports for this rally, and overnight results were solid, led by strong gains in shares.

● 📊 Today’s key economic reports include...

● 🏦Fed is also scheduled to speak this morning, and markets will be looking for...

● ⚠️ The most important data point today may be...

● 📉 On the geopolitical front, any real progress toward a...click here for the full report: https://ow.ly/UCw150XU42C

05/20/2026

Markets are trying to balance two very different forces right now. On one side: AI enthusiasm, strong tech leadership, and another major NVDA earnings report.

On the other: rising long-term yields, slowing global growth signals, and growing concerns about whether rates stay higher for longer.

We cover the key macro drivers, market risks, and catalysts every morning in the Sevens Report. Start your free 2-week trial: https://ow.ly/UCw150XU42C

Here are they key topics from this morning's report:

● 📉 Is the Outlook Turning More Negative? (Market Checkup)

● 📊 Chart: 30-Yr Treasury Yield Rises to the Highest Level Since 2007

● 📈 Futures are modestly higher this morning as global bond markets stabilize following softer-than-expected inflation data out of Europe.

● 🇪🇺 Eurozone Core inflation cooled slightly in April, helping ease some pressure on...

● 🏦 There are no major economic reports today, but markets will closely watch...

● 📉 Treasury auctions today could also...

● 💻 Earnings season continues with several notable reports today including...NVDA earnings after the close will likely be the biggest market-moving event of the week—and...

● ⚠️ For today, bond yields may matter just as much as earnings. If yields continue to...click here for the full report: https://ow.ly/UCw150XU42C