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

URL: https://ttmblog.com/news/2508193130?edition=fundamental&utm_source=news&utm_campaign=2508193130&utm_medium=more_share&platform=iOS&shareID=dbc786c435ccd8ab79ac6b4b4af3a55e&invite=KDXR9K&lang=en_US

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.

Investing Updates: New Year's Market Hours, Tesla Deliveries, Manufacturing and Housing Data: What to Watch This Week

URL: https://ttm.financial/news/2495364675?lang=en_US&edition=fundamental

Gemini Summarized:

This week is a holiday-shortened trading week with markets closed on Wednesday for New Year's Day.

Key Economic Data:

• Housing Market:
• Monday: Pending Home Sales Index for November (expected to increase year-over-year)
• Tuesday: Case-Shiller Home Price Index for October (expected to show continued deceleration in growth)
• Thursday: Construction Spending for November (expected to increase slightly)

• Manufacturing:
  • Monday: Chicago Business Barometer (expected to increase)
  • Friday: Manufacturing PMI (expected to remain below 50, indicating contraction)

Other Important Events:

• Tesla Deliveries: Expected on Thursday, with analysts forecasting around 511,000 units for the fourth quarter.
• No major company earnings reports this week.

Merry Christmas Everyone!

Gemini generated image

Prompt: "Generate a merry Christmas image with google's willow quantum computing chip and lots of Christmas decorations."

Investing Updates: Christmas Market Hours, Housing Data, and More: What to Know This Week

URL: https://ttm.financial/m/news/2493226767?lang=en_US&edition=fundamental

Gemini summarized:

This week is a relatively quiet one for investors with shortened trading hours on Christmas Eve and markets closed on Christmas Day.

Key Economic Data Releases:

• Monday:
  • Consumer Confidence Index: Expected to increase slightly.
  • Durable Goods Orders: Expected to decline slightly overall, but increase excluding transportation.
  • Residential Sales: Expected to increase compared to October.
• Thursday:
  • Initial Jobless Claims: Expected to remain at a relatively low level.

Important Notes:

• Government Shutdown: If a government shutdown occurs, some economic data releases may be delayed or not released at all.
• Earnings Season: Fourth-quarter earnings season begins on January 15th.

Market Closings:

• Tuesday (Christmas Eve): Stock and bond markets close early.
• Wednesday (Christmas Day): Markets are closed.

This summary provides a brief overview of the key events and data releases expected this week.