ALWAYS CONSULT YOUR INVESTMENT PROFESSIONAL BEFORE MAKING ANY INVESTMENT DECISION
September 6, 2025 | Tech Talk for Saturday September 6th 2025
Don Vialoux
The Bottom Line
Responses to the August U.S. employment report released on Friday were significant. Lower than consensus Non-farm Payrolls prompted equity prices to move lower and bond prices to move higher. Yield on 10 year Treasuries dropped below support a 4.18% and 4.12% extending an intermediate downtrend. Yield dropped on growing anticipation of a reduction in the Fed Fund Rate by at least 0.25% to 4.25% on September 17th.
Consensus for Earnings and Revenues for S&P 500 companies
Source: www.factset.com
Estimates for the third quarter earnings and revenue were unchanged last week. Consensus for third quarter earnings gains remained at 7.5%. Consensus for third quarter revenue growth remained at 6.1%. To date, forty seven companies have issued negative guidance for the third quarter and 54 companies have issued positive guidance.
Consensus for fourth quarter earnings gains was unchanged at 7.2%. Consensus for fourth quarter revenue growth was unchanged at 6.3%.
STAY INFORMED! Receive our Weekly Recap of thought provoking articles, podcasts, and radio delivered to your inbox for FREE! Sign up here for the HoweStreet.com Weekly Recap.
Don Vialoux September 6th, 2025
Posted In: Tech Talk
Next: This Week in Money »