The View from 5th Avenue – 7 August 2025

After tonight’s last earning thrust, the calendar will start to taper quickly providing the Street an opportunity to catch its breath (and head for vacation!). So far, the tally has been positive for numbers with the blended eps growth rate for the S&P 500 standing at a healthy 11.7% (per Bloomberg). That has helped keep equity indexes near their all-time highs, although the 6400/6427 (on SPX) and 21457 (on Nasdaq) levels remain elusive for another session. The indexes did attempt a move higher…

The content on this site is available to all Redburn clients as part of Redburn Execution’s standard service. It is not considered substantive research and there are no commercial implications to viewing these pages.

Please enter your email address below to view this page. If you are still unable to access the page, please speak to your account manager.