Investing Updates : What to Expect in the Week Ahead (Earnings from JPM,BAC and Netflix; Inflation Data, PPI and Fed Speakers)

Source : 

https://www.moomoo.com/community/feed/114845290135557?share_code=0fZyCi

Eney : 

Upcoming Week Financial Overview

• Earnings Reports: Key earnings announcements are expected from major companies including JPMorgan Chase (JPM), Bank of America (BAC), and Netflix.

• Inflation Data: Investors should prepare for inflation data releases which could impact market dynamics.

• Producer Price Index (PPI): The PPI report will provide insights into inflation at the wholesale level, affecting economic forecasts.

• Federal Reserve Communications: Fed officials are scheduled to speak, potentially offering clues on monetary policy and interest rate adjustments.

• Market Considerations: The week's events will likely influence stock market trends, investor sentiment, and economic outlooks.

Investing Updates : July's Must-See Financial Events: Non-Farm Payrolls, Big Banks Earnings, Fed Interest Rate Decision, and More

Source : 

https://www.moomoo.com/community/feed/114772507295749?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A114772507295749%22%2C%22invite%22%3A103096561%7D&futusource=news_hotnews_list&client_hour_clock=24&clientlang=2&clienttype=121&clientver=15.20.11908&is_visitor=0&main_broker=WwoJMTAwOApdCg%3D%3D&my_cid=103096561&sg_cid=103096561&skintype=3&us_cid=103096561&user_id=103096561&user_id_type=3

ChatGPT : 

📅 July 2025: Key Financial Events to Watch (Summary)

July is packed with market-moving events across policy, earnings, and economic data:

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🌍 July 1:

- ECB’s Sintra Forum: Global central bankers, including Fed Chair Powell, meet to discuss monetary policy.

- US ISM Manufacturing PMI: Offers insight into factory sentiment.

📊 July 3:

- June Non-Farm Payrolls & Unemployment Rate: Critical data to gauge labor market strength.

- Early Market Close: Ahead of July 4th holiday.

🇺🇸 July 4:

- US Markets Closed: Independence Day.

🧾 Before July 4:

- Trump’s “Big, Beautiful Bill”: Possible fiscal stimulus bill may pass.

💼 July 9:

- Tariff Agreement Expiry: Could reignite trade tensions.

- Fed Minutes Released: Watch for signals of potential rate cuts.

🏦 July 15:

- Q2 Earnings Begin: Citigroup, JPMorgan, Wells Fargo to set the tone with key commentary.

💹 July 15–17:

- Macro Data Trio:

- July 15: June CPI

- July 16: PPI

- July 17: Retail Sales

- Earnings Highlights: TSMC & Netflix report.

📉 July 30:

- Fed Rate Decision (2:00 p.m. ET)

- Powell Press Conference (2:30 p.m. ET): Watch for dovish tone and potential rate cut hints.

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🔍 Outlook:

With crucial data and decisions ahead, volatility is likely to spike. Investors should stay alert as July may shape market direction for the rest of 2025.

Investing Updates : What to Expect in the Week Ahead (Earnings from QMCO; Non Farm Payrolls, Unemployment Rate)

Source : 

https://www.moomoo.com/community/feed/114765486424070?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A114765486424070%22%2C%22invite%22%3A103096561%7D&futusource=news_hotnews_list&client_hour_clock=24&clientlang=2&clienttype=121&clientver=15.20.11908&is_visitor=0&main_broker=WwoJMTAwOApdCg%3D%3D&my_cid=103096561&sg_cid=103096561&skintype=3&us_cid=103096561&user_id=103096561&user_id_type=3

ChatGPT : 

Summary: What to Expect in the Week Ahead

1. Corporate Earnings:

• Quantum Corp (QMCO) is expected to report continued financial struggles.

  • Forecasted net loss: $6.785 million.

  • Loss per share: $1.17, with flat revenue around $65.85 million.

  • Investors should watch for management’s plans to stabilize the business.

2. Key Economic Data:

• ISM Manufacturing PMI may tick up to 50, but broader surveys suggest weaker labor demand and tariff-related consumer cost pressures.

• Labor Market Focus:

  • JOLTS job openings projected to drop to 7.1 million.

  • Non-farm payrolls for June likely to show slower job growth, especially in leisure and hospitality.

  • Unemployment rate and jobless claims will be closely watched as indicators of labor market softness.

• Other data points:

  • May trade deficit, likely skewed by tariffs.

  • Ongoing Republican fiscal negotiations could affect sentiment.

3. Market Conditions:

• Shortened trading week: Thursday is a half-day, and markets are closed Friday for Independence Day, increasing volatility risk.

• Investors will weigh economic softness against the high valuation of the S&P 500, which may require either strong earnings growth (30%) or Fed rate cuts to justify current levels.

Investing Updates : What to Expect in the Week Ahead (Micron, Carnival, and Nike Earnings; PCE Inflation)

Source : 

https://www.moomoo.com/community/feed/114726078775302?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A114726078775302%22%2C%22invite%22%3A103096561%7D&futusource=news_hotnews_list&client_hour_clock=24&clientlang=2&clienttype=121&clientver=15.18.11708&is_visitor=0&main_broker=WwoJMTAwOApdCg%3D%3D&my_cid=103096561&sg_cid=103096561&skintype=3&us_cid=103096561&user_id=103096561&user_id_type=3

Apple Intelligence : 

• Earnings Reporting: Carnival, FedEx, Micron Technology, and Nike will report quarterly earnings.

• Micron Technology Earnings: Micron Technology is expected to report EPS of $1.438 and revenue of $8.83 billion for the third fiscal quarter of 2025.

• Micron Technology Growth Drivers: Strong demand for Micron’s products, particularly in data centers and AI applications, and robust sales of HBM offerings.

• Micron’s Gross Margin Trend: Declining non-GAAP gross margin, potentially due to competitive pricing or product mix changes.

• Housing Market Outlook: Declining new-home sales volumes and downward pressure on prices due to rising mortgage rates and excess inventory.

• Inflation Projection: Modest increase in core PCE price index, with year-on-year inflation rates expected to rise due to base effects.

Investing Updates : What to Expect in the Week Ahead (Inflation Data, ORCL and ADBE Earnings)

Source : 

https://www.moomoo.com/community/feed/what-to-expect-in-the-week-ahead-inflation-data-orcl-114646291251205

Apple Intelligence : 

• Earnings Reports: GameStop and Oracle will report their earnings.

• GameStop Earnings: Revenue is projected to decline, but the company is expected to return to profitability. Key discussion points include the company’s Bitcoin investment and store closure strategy.

• Oracle Earnings: Oracle’s cloud infrastructure segment has shown strong growth. Analysts expect revenue and earnings per share to increase, but the company has missed revenue estimates in three straight quarters. The company’s AI partnerships will be a key focus.

• Adobe Earnings Estimation: Analysts expect Adobe to report $5.80 billion in revenue and $3.86 in EPS for Q2 2025.

• Adobe Stock Performance: Despite consistent revenue growth, Adobe’s stock has declined after the last three earnings reports due to concerns about the pace of AI monetization.

• Macroeconomic Indicators: May’s jobs data showed a resilient labor market, but inflation remains a key focus, with expectations for a mild May CPI reading and potential upward pressure on producer prices.

Investing Updates : Tax Bill News; Target, Home Depot, and Snowflake Earnings; and Trade deals: What to Watch This Week

Source : 

https://ttmblog.com/news/2536901465?edition=fundamental&utm_source=news&utm_campaign=2536901465&utm_medium=copy&platform=iOS&shareID=f724eb9ccbf514d1744fc00f7a7fe886&invite=KDXR9K&lang=en_US

Apple Intelligence : 

• Market Focus: Equity markets are anticipating the Republican tax bill as a potential catalyst for further gains.

• Earnings Reports: Home Depot, Lowe’s, Target, Deckers Outdoor, and Williams-Sonoma will report earnings.

• Economic Indicators: S&P Global Manufacturing and Services PMI, existing-home sales, and new home sales will be released.

• Earnings Reports: Home Depot, Keysight Technologies, Palo Alto Networks, Viking Holdings, Lowe’s, Medtronic, Snowflake, Target, TJX Cos., Urban Outfitters, V.F. Corp., Zoom Communications, Analog Devices, Autodesk, BJ’s Wholesale Club Holdings, Copart, Deckers Outdoor, Intuit, Ralph Lauren, Ross Stores, Toronto-Dominion Bank, Williams-Sonoma, and Workday will release their quarterly results.

• Economic Indicators: S&P Global will release its Manufacturing and Services Purchasing Managers’ Indexes for May. The National Association of Realtors will report existing-home sales for April. The Census Bureau will report new home sales for April.

• Conference Call: Booz Allen will hold a conference call to discuss its fourth-quarter fiscal-2025 results.

Investing Updates : Morning Wrap | Meta, Apple, and Amazon Earnings This Week May Reveal Tariff Impact; ST Engineering Secures S$4.5B Contracts

Source : 

https://www.moomoo.com/community/feed/114412972081158

Apple Intelligence : 

• Singapore Market Opening: Singapore shares opened lower on Monday.

• Tech Earnings and Tariffs: Tech giants’ earnings this week may reveal the impact of tariffs.

• Singapore Property Market: Despite Q1 growth, the Singapore property market faces global headwinds.

• Market Performance: U.S. equities rose for the fourth consecutive day, with the Nasdaq Composite Index leading the gains.

• Driving Factors: Optimism surrounding U.S.-China trade talks and strong earnings from tech companies fueled the market rally.

• Investor Sentiment: President Trump’s statements on trade progress and potential tariff reductions by China contributed to the positive market sentiment.

• Tech Earnings Focus: Meta, Apple, Amazon, MicroStrategy, and Reddit to release earnings reports.

• Apple and Amazon in Spotlight: Potential tariff impacts on Apple’s supply chain and Amazon’s reliance on Asian suppliers.

• Singapore Property Market Outlook: Moderate growth projected for 2025 despite global economic uncertainties.

• Southeast Asia Investment Trend: Industrial properties, particularly data centers, saw a surge in investment in January 2025, driven by digital economy growth and supply chain shifts.

• Tesla Stock Performance: Tesla stock rose by 9.8% due to positive trade news and a U.S. government initiative promoting self-driving cars.

• ST Engineering Contract Wins: ST Engineering secured S$4.5 billion in new contracts across commercial aerospace, defense, and urban solutions sectors in the first quarter of 2025.

• Olam Food Ingredients Financing: Secured a US$350 million term loan facility for refinancing and general corporate purposes.

• CapLand Ascott T Performance: Reported a 4% year-on-year increase in gross profit for Q1 2025, driven by new and renovated properties.

• IFAST Financial Results: Achieved a 31.2% year-on-year increase in net profit to S$19 million in Q1 2025, driven by its UK bank turnaround and wealth management growth.

Investing Updates : Learning From Buffett: Investing Wisely Amid Market Volatility Triggered by Trump's Tariffs

Source : 

https://www.moomoo.com/community/feed/learning-from-buffett-investing-wisely-amid-market-volatility-triggered-by-114308007788549

Apple Intelligence : 

• Market Impact of Trump’s Tariffs: Trump’s tariffs caused significant market volatility, with the S&P 500 down 18.71% and the Nasdaq 100 down 23% from their highs.

• Tech Billionaires’ Losses: Tech billionaires like Jeff Bezos, Larry Ellison, and Mark Zuckerberg suffered substantial losses, with the world’s 500 richest people experiencing their biggest two-day losses ever.

• Warren Buffett’s Performance: Warren Buffett is the only billionaire who remains net-positive in 2025.

• Warren Buffett’s Investment Strategy: Buffett sold a significant portion of equities and increased cash holdings, demonstrating a cautious approach.

• Performance in 2025: Despite the market downturn, Buffett’s investment strategy resulted in substantial gains, making him the fourth richest person in the world.

• Past Investment Decisions: Buffett’s purchase of Coca-Cola during the 1987 market crash highlights his long-term investment approach.

• Investment Strategy: Warren Buffett views market corrections as opportunities and seeks to invest in sectors with stable cash flows and competitive advantages during downturns.

• Notable Investments: Buffett invested in consumer goods and financial stocks during the Dot-Com bubble burst and Goldman Sachs and General Electric during the 2007-2009 financial crisis.

• Current Market Position: Berkshire Hathaway’s historically high cash reserves suggest Buffett is anticipating a significant market adjustment and may invest in sectors like finance, industry, and consumer staples.

Investing Updates : April's Must-See Financial Events: US Tariffs, Non-Farm Payrolls, CPI, and More

Source : 

https://www.moomoo.com/community/feed/114256962453510?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A114256962453510%22%2C%22invite%22%3A103096561%7D&is_recommendation=0&is_recommend_pos=0&futusource=news_headline_list

Apple Intelligence : 

• Key Economic Indicators: ISM Manufacturing Index (PMI) for March and ADP employment report will be released in early April.

• Trade Policy: US will implement reciprocal tariffs on all countries and a 25% tariff on imported automobiles on April 2.

• Labor Market Report: Non-farm payrolls and the unemployment rate will be announced on April 4.

• Federal Reserve Chair Powell’s Speech: Scheduled after the release of non-farm payroll and unemployment rate data, focusing on the American economy, inflation, and the impact of Trump’s tariff policies.

• FOMC Minutes Release: Scheduled for April 9 at 3 AM, providing details of the last Federal Open Market Committee meeting and potential future monetary policy directions.

• Key Economic Indicators: March’s CPI release on April 10 and April’s ADP employment numbers and March’s PCE deflator release on April 30, providing insights into inflation trends and the economic landscape.