This week on Wall Street:
Peak earnings season and a flood of critical data
A super-charged week ahead in the US market – both on the macro front and in earnings. Here are the main events to follow:
Important macro data: Services and Manufacturing PMI – Wednesday: A leading indicator for assessing the state of the economy. Are consumers and businesses feeling a slowdown or growth?
New home sales – Wednesday: A figure indicating the resilience of the real estate market against high interest rates.
Durable goods orders – Thursday: Examines demand for industrial investments – a sign of future confidence.
Existing home sales – Thursday: Another figure that will examine the pressure on the housing market.
The Fed speaks: 8 speeches by Federal Reserve officials: The market will listen closely to the main message
– Will a dovish (soft) or hawkish (tough) tone be heard?
Any hint of a change in interest rates will move the markets.
Earnings reports – approaching peak season! About 20% of S&P 500 companies will report this week – meaning many top stocks will set the tone for the rest of the quarter.
Analysts are already on alert, and investors are looking for positive surprises.
In focus: Tech giants, $TSLA $GOOGL $INTC $IBM $SAP $ISRG $RTX and many other companies
This week combines a massive flow of economic information, signals from the Fed, and quarterly results that could shift momentum. Those who don't follow might miss the market's next phase.
The season is in full swing, and markets are ready to take off...
Or tremble.
Staying on top of things – that's the name of the game.