Investing Updates : Trump Tariffs, More Big Tech Earnings, and a Jobs Report: What to Know This Week

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DeepSeek:

Summary of Key Events for the Week Ahead (Feb 3–7):

1. Earnings Highlights
- Big Tech & Major Companies: A busy week for Q4 earnings, with 25% of S&P 500 companies reporting. Key names include:  
  - Monday (2/5): Palantir, Tyson Foods.  
  - Tuesday (2/6): AMD, Alphabet (Google), PayPal, PepsiCo, Pfizer, Spotify.  
  - Wednesday (2/7): Arm Holdings, Ford, Qualcomm, Uber, Disney.  
  - Thursday (2/8): Amazon, Eli Lilly, Honeywell, ConocoPhillips.  
  - Friday (2/9): Cboe Global Markets.  

2. Trump Tariffs Take Effect
- New tariffs announced by former President Trump on **Canada, Mexico, and China** go into full force by Tuesday, Feb 6:  
  - 25% duties on Canada and Mexico (linked to fentanyl and migration issues).  
  - 10% tariffs on China.  
  - Market reactions to trade policy shifts will be closely watched.

3. Economic Data Releases
- Jobs Report (Friday, Feb 9):  
  - Expected: +165,000 nonfarm payrolls (vs. +256,000 in Dec).  
  - Unemployment rate forecast to hold at 4.1%.  
- Other Key Data:  
  - JOLTS Report (Tuesday): Job openings expected at 8.02M (Dec).  
  - ISM Manufacturing PMI (Monday): Consensus 49.6 (contraction territory).  
  - ISM Services PMI (Wednesday): Forecast 54.2 (moderate growth).  
  - Consumer Sentiment (Friday): Slight uptick to 71.5 (Feb) from 71.1 (Jan). 

 
Weekly Calendar Snapshot
- Monday: ISM Manufacturing PMI, Clorox, Palantir earnings.  
- Tuesday: JOLTS data, Alphabet, AMD, Pfizer earnings.  
- Wednesday: ADP employment data, ISM Services PMI, Disney, Qualcomm earnings.  
- Thursday: Amazon, Eli Lilly, Honeywell earnings.  
- Friday: Jobs report, Consumer Sentiment, Cboe earnings.  

Focus Areas: Market reactions to tariffs, tech earnings performance, and labor market resilience amid inflation concerns.

Opinion:

Blood in the markets this week after Trump's tariffs. Could be good opportunity to add. I think there's no rush though, should have plenty of chances.