🗓️Klíčové market events of the week: the most important week of the month!
This week is full of interesting macroeconomic data and earnings reports from key companies. Here's a summary of the highlights! 👇
🏠Monday: New home sales!
Let's keep an eye on how the U.S. housing market is doing, which may indicate the health of consumers and the economy as a whole.
📊 Results before the markets open:
SoFi Technologies $SOFI: Reports on the state of its fintech business and growth in lending and investing. It manages to pleasantly surprise again this time
AT&T $T: Another services and mobile data company.
Ryanair Holdings $RYAOF: Results will provide information on the state of the airline industry in Europe.
📊 Results after markets close:
Supermicro $SMCI: The server systems maker will reveal how IT infrastructure demand is affecting it. Will this company finally get back on its feet?
📈Tuesday: consumer confidence!
Index will show how consumers perceive the state of the economy and their willingness to spend - a key indicator for retail and services.
📊 Results before markets open:
Lockheed Martin $LMT: Results may reflect military spending and geopolitical tensions.
LVMH $MC.PA: The luxury conglomerate reveals how the premium segment is faring in uncertain times.
Boeing $BA: Aircraft deliveries report may indicate the health of the aircraft industry and global demand. Do you expect growth and a better outlook from Boeing?
☕ After-market results:
Starbucks $SBUX: We'll find out how inflation and changes in consumer preferences have affected the popular chain. I'll also be keeping an eye on new CEO Brian Niccol's next moves , let's see what he comes up with!
🌐Wednesday: All eyes on the Fed and the tech giants!
Fed rate decision
Keyevent of the week - will the Fed announce how it will continue monetary policy or will Trump throw a pitchfork into everything?
🎙️ Powell's press conference
Fed chief comments on the decision and outlines next steps to fight inflation.
📊 Results before the markets open:
Checkpoint $CHKP: Cybersecurity company may offer insight into current demand for security solutions.
ASML $ASML: Let's see how this giant is coping with global demand growth.
Novo Nordisk $NVO: One of the biggest players in pharmaceuticals, especially with its innovative treatments for diabetes and obesity.
📊 Results after the markets close:
Tesla $TSLA: Results will show the state of the company's electric car production and financial health.
Microsoft $MSFT: Important news on cloud services and the tech giant's continued growth.
Meta $META: How are social networks doing in terms of new users, and the quality of digital advertising?
IBM $IBM: Results may offer insight into IT modernization and hybrid cloud demand.
Lam Research $LRCX: Another major semiconductor equipment manufacturer.
💵Thursday: US GDP!
Q4 GDP
US economic growth report shows how the world's largest economy fared.
📝 Unemployment Claims
Labor Market Indicator- Lower numbers indicate a healthier economy.
📊 Results before markets open:
Altria $MO: Tobacco sales report reveals impact of regulations and consumer trends.
Mastercard $MA: We look at how the payments giant is doing in digital transactions.
Caterpillar $CAT: Results may reflect the state of the construction industry and demand for heavy equipment.
United Parcel Service $UPS: The shipping giant reveals the state of logistics and global trade.
📊 Results after the markets close:
Apple $AAPL: The biggest player in the technology market will release results for the key holiday period.
Intel $INTC: A very important report that will show us if Intel is still able to fight for its position or if it will end up in oblivion forever.
Visa $V: Results will show how digital payments and the global economy are doing.
🔥Friday: Closing out the week with energy and inflation!
Core PCE inflation data
A keyinflation indicator the Fed watches when making rate decisions.
📊 Results before markets open:
ExxonMobil $XOM: The energy giant will provide insight into oil prices and global demand.
Chevron $CVX: The report will show how oil and gas producers are performing in the context of price volatility.
Moneta Money Bank $MONET.PR: A very well-known Czech bank reports on the state of its business and the economic environment. In addition to a nice dividend, Moneta pleased shareholders with nice growth.
Which of these events are on your radar? 👀
As mentioned, the Fed's decision will be so important. In addition, I will be watching the results of $ASML, $META and $AAPL.
The results and the Fed will clearly define this week. But already, as of Monday morning, it looks like the markets are under pressure from the new highs and are selling off very solidly indeed.
Wednesday and the interest rate decision will be the most important. Otherwise, the results of $ASML, $NVO and $META could be interesting.