October 4, 2025 | Tech Talk for Saturday October 4th 2025

The Bottom Line
The calm before the storm! Frequency of quarterly reports by North American companies reaches a low point this week: Many companies are in the “quiet zone” period prior to release of results. Consensus shows that analysts are expecting lower earnings growth in the third quarter relative to the second quarter when earnings on a year-over-year basis by S&P 500 companies increased 11.5%. During the past two weeks, consensus for S&P 500 earnings growth in the third quarter bottomed near 7.7% and recovered to 8.0%. Technically, momentum indicators for the S&P 500 and TSX Composite remain elevated and have yet to show significant signs of turning down. Indeed, TSX long term Momentum Barometer closed at a five year high on Friday.
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Don Vialoux October 4th, 2025
Posted In: Tech Talk
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