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Earnings Preview (Aug 5–9):
Palantir (Mon) may deliver a strong quarter post-$10B Army deal.
DuPont, Caterpillar, Pfizer (Tue): DuPont’s breakup progress, Caterpillar’s infra boost, and Pfizer’s trial results are key.
Disney, McDonald's (Wed): Streaming, parks, and menu updates drive interest.
Eli Lilly (Thu): Market watches GLP-1 rivalry with Novo Nordisk.
Macroeconomics:
The Fed stays on hold until Sept, awaiting more data. Tariff hikes from Trump’s order raise effective rates to 15–20%, fueling market caution amid a seasonally weak period.
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