Weekly Market Commentary 9-2-2025

So Long Sweet Summer
See what we have to say about the following:

 

 

 

• So Long Sweet Summer
  Despite September’s historically weak performance, strong market momentum and technical indicators suggest a more optimistic outlook this year.

 

• Another Solid Earnings Season for the S&P 500
  S&P 500 earnings growth exceeded expectations in Q2, with widespread positive revisions supporting continued market strength.

 

• Rotation Revival
  Market gains broadened beyond big tech in August, with small caps showing strong technical momentum and potential for short-term outperformance.

 

• STAAC Commentary
  STAAC maintains a neutral stance on equities, favoring large caps and growth sectors while advising caution due to valuation risks and seasonal volatility.