📆 Investment outlook for this week!
This week will be rich with crucial economic data, political momentum and results from banking giants to kick off our earnings season.
📋 Wednesday
Trump's new tariffs - New trade restrictions are expected to be announced. Markets weigh their impact on global supply chains and the inflation outlook.
FOMC meeting minutes - Investors will be looking for hints on what the Fed's next course of action on interest rates will be.
✈ Results before the markets open
Delta Air Lines $DAL - Important results for this airline
🔥 Thursday
US CPI inflation - One of the most important numbers of the month. Any deviation from expectations can move the markets significantly.
📉 Initial Jobless Claims - The labor market remains a key factor in the Fed's decision making. Claims trends may indicate a possible cooling.
🧠 Friday
📈 US PPI Inflation - Producer prices may signal further developments in consumer inflation.
UMich consumer sentiment - A measure of US households' confidence in the economy.
🔮 Inflation Expectations by UMich - Important insight into how ordinary consumers perceive future price developments.
🏦 Results before the markets open:
JP Morgan $JPM
Wells Fargo $WFC
BlackRock $BLK
Morgan Stanley $MS
These four institutions will set the tone for the entire financial sector. I'll be watching closely for results, lending activity and outlook for the second half of the year.
What events will you be watching in the coming week? Will the banking houses' results be able to calm the markets or will they just add fuel to the fire? Are you planning to do some buying as titles get to interesting prices, or are you still waiting?
We'll see how it goes on Thursday and I'll definitely be watching those results too.
We have some interesting results and inflation will be important too + add to that a significant correction and stocks will continue to fall.
It will still be interesting, the SP500 is just off the 2022 top and support will probably be important there, but I don't know, I'm not a trader. Anyway, I'm sure it will affect the company's outlook for the next quarter and so it's still going to go down. I'm staying in tech even though I'm now a hold in the downside and I'll wait with cash until it stabilizes a bit, then I'll buy in. I think now is a good time to trade who knows how to do options correctly or is not afraid to go short.
The US CPI will be the most important as it will show whether Trump's policies had/have any effect on it.
In the mess that markets are in now, inflation will be a good stab in the back if it is higher. Mostly, though, I'm curious about tomorrow's opening. And then on the 9th, some tariffs should kick in...
In the mess that markets are in now, inflation will be a good stab in the back if it is higher. Mostly, though, I'm curious about tomorrow's opening. Well, then on the 9th Trump should deliver additional tariffs...