📅 What to watch this week in the markets
This week will be heavily marked by earnings season, mainly by banks and tech giants, but at the same time, important macro data will be released – CPI, PPI, retail sales and consumer sentiment, which will provide a picture of inflation and demand in the economy.
📊 Monday – Markets may start the week under tension due to geopolitical events: persistent tensions between the US and Iran in the Middle East region in recent days have caused a sharp rise in oil prices and drops in stock futures, which in the short term increases volatility and affects sentiment (including a stronger dollar and bond yields).
🏦Tuesday – Banking start to earnings season
Bank of America $BAC, Citigroup $C, Goldman Sachs $GS, JPMorgan Chase $JPM and Wells Fargo $WFC will release Q2 2026 results before the market opens – for banks, key metrics are net interest margin, credit quality and guidance on rates.
Consumer Price Index (CPI) will also be released on Tuesday – the market will mainly watch year-on-year inflation and core inflation, as this will influence rate expectations.
🧠 Wednesday – PPI + numbers from tech and finance
🧾 Before the open: ASML $ASML – watch demand for lithography and guidance for the second half of the year. BlackRock $BLK – asset management, key indicators AUM and fee income. Johnson & Johnson $JNJ – healthcare giant, important for the health products and pharmaceuticals segments. Morgan Stanley $MS – another bank with main focus on trading and wealth management.
Producer Price Index (PPI) will be released on Wednesday – provides a picture of pressure on input prices for companies.
💼 Thursday – TSMC + Netflix + macro retail
🧾 Taiwan Semiconductor $TSM will release Q2 2026 results before the market opens – key results for the chip industry and AI demand; Netflix $NFLX reports after the market closes – watch subscriptions, engagement and guidance in the context of growing competition.
Retail Sales (June) – important indicator of consumer demand; Initial Jobless Claims and other data will complement the picture of the labor market and household demand.
🔥 Friday – consumer sentiment
📊 Import Prices, Housing Starts, Building Permits will be released in the morning – trends in import prices and the housing market, which affect real growth and sentiment.
📌 University of Michigan Consumer Sentiment (prelim) – household sentiment is key for the further development of consumer demand and spending.
This week is a combination of macro inflation data and a strong start to earnings season, which could affect both sentiment toward banks and technology, as well as the macro outlook regarding rates and demand.
What events will you be watching this week? Which results will you pay attention to?