Goodbye, summer. With Labor Day marking the unofficial end of summer, traders and portfolio managers will return from vacations and be back at their desks in full force. Portfolios tend to see some house-cleaning adjustments. Trading volumes pick up. Midterm elections are also on the horizon this year, which can add volatility in the run-up…
As one AI chipmaker leaves the earnings spotlight, another one enters this week. The evolving cybersecurity landscape and the labor market will also be in focus. Here’s an in-depth look at three big things we’re watching this week. 1. Earnings: Broadcom and Palo Alto Networks are the two Club names on the earnings docket. Both…
It’s Nvidia earnings week, which means investors will get their clearest read yet on the AI boom. Oh, and there’s also the not-so-small matter of the Fed’s influential confab at Jackson Hole and what it could signal about the future path of interest rates. Those are the biggest market-moving events of the week, but we’ll…
Inflation data for July takes center stage in the week ahead, as second-quarter earnings season winds down. Another factor that could influence the market action: updates on the Iran war. Though Treasury Secretary Scott Bessent said early last week that a deal may be coming , that news never materialized. That’s not to say a…
The jobs market steps into the spotlight this week, while second-quarter earnings season continues apace. Here’s a closer look at what to expect in the coming days. We’ll start with the Club holdings set to report, before touching on the labor-market updates and their implications for Federal Reserve policy. 1. Earnings : The action kicks…
Amazon , Meta Platforms , Microsoft and Apple headline the busiest week of this summer earnings season. Plus, the Federal Reserve holds its July policy meeting, which adds intrigue following rekindled Middle East tensions. 1. Earnings: We’ve got 10 Club names reporting this week, including the other three hyperscalers on the heels of Alphabet earnings…
The common thread linking this week’s biggest market events is the state of the U.S. economy. The biggest day is Tuesday, when the nation’s largest banks — JPMorgan , Bank of America and Citigroup , along with Club names Wells Fargo and Goldman Sachs — mark the start of second-quarter earnings season. As if that…
Wall Street heads into another holiday-shortened week of trading after a rough few days for the AI trade . The health of the labor market will be a big focus for investors. Within our portfolio, there’s a make-or-break earnings report that will determine whether we’ll keep the stock around. The market will also grapple with…
Club name FedEx will soon step into the earnings spotlight after a holiday-shortened week of trading brought good news on the Iran war and oil prices. Also on our radar in the week ahead is May inflation data — though caveats are needed, as we’ll explain later — and earnings from memory chipmaker Micron ,…
The SpaceX IPO is behind us. The earnings calendar is mostly quiet. Taking center stage is the state of play between the U.S. and Iran and the first Federal Reserve meeting with Chairman Kevin Warsh in charge. Here’s a closer look at what we’re watching in the holiday-shortened trading week ahead. 1. Iran war: Are…
