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Since Donald Trump's election win on Nov. 6, the "Trump trade" has accelerated, driving U.S. $U.S. 10-Year Treasury Notes Yield (US10Y.BD)$ to 4.5%, the dollar index past 108, $Bitcoin (BTC.CC)$ near $100,000, and gold prices lower.
Analysts predict Trump's second-term policies could echo his first, but with a swifter pace and more assertive domestic and foreign agendas. Expectations are for a stronger application of the "A...
Analysts predict Trump's second-term policies could echo his first, but with a swifter pace and more assertive domestic and foreign agendas. Expectations are for a stronger application of the "A...
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Columns What to Expect in the Week Ahead (DELL, CRWD and MINISO Earnings; GDP, FOMC Minutes and PCE Index )
Earnings Preview
Next week, earnings reports from tech firms Dell Technologies, CrowdStrike, and HP will be among the highlights of the corporate calendar.
Wall Street experts predict that $Dell Technologies (DELL.US)$ will announce quarterly earnings of $2.05 per share in its forthcoming report, indicating a 9% rise from the previous year. Expected revenues are projected to reach $24.53 billion, ma...
Next week, earnings reports from tech firms Dell Technologies, CrowdStrike, and HP will be among the highlights of the corporate calendar.
Wall Street experts predict that $Dell Technologies (DELL.US)$ will announce quarterly earnings of $2.05 per share in its forthcoming report, indicating a 9% rise from the previous year. Expected revenues are projected to reach $24.53 billion, ma...
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Earnings Preview
$NVIDIA (NVDA.US)$ is poised to release its Q3 2024 earnings on November 20, with expectations set high due to the company's significant growth driven by its AI chips, especially the new Blackwell GPUs. Analysts predict a substantial year-over-year revenue increase to $33.03 billion, up 82%, and earnings per share to rise by 88.11% to $0.70. The Data Center segment remains a key growth driver, ant...
$NVIDIA (NVDA.US)$ is poised to release its Q3 2024 earnings on November 20, with expectations set high due to the company's significant growth driven by its AI chips, especially the new Blackwell GPUs. Analysts predict a substantial year-over-year revenue increase to $33.03 billion, up 82%, and earnings per share to rise by 88.11% to $0.70. The Data Center segment remains a key growth driver, ant...
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§Last week, Trump won the presidential election, pushing yields to their highest since early July. OIS forwards are pricing in a less dovish path for Fed policy than JPM's revised forecast. Despite this suggesting a good opportunity to add duration, the momentum towards higher yields remains strong.
§Trump’s victory could lead to more expansionary fiscal policies in the future. He is likely to extend most of 2017’s Tax Cuts and Jobs Act and will raise some t...
§Trump’s victory could lead to more expansionary fiscal policies in the future. He is likely to extend most of 2017’s Tax Cuts and Jobs Act and will raise some t...
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Earnings Preview
Next week's reports from $Disney (DIS.US)$and $Home Depot (HD.US)$ might reveal that households are becoming more cautious, curbing spending on vacations and home-improvement projects. Rising mortgage rates have been reducing renovation activities, though repair work following recent hurricanes could provide some relief for Home Depot. Additionally, the company might provide insights into how retailers prep...
Next week's reports from $Disney (DIS.US)$and $Home Depot (HD.US)$ might reveal that households are becoming more cautious, curbing spending on vacations and home-improvement projects. Rising mortgage rates have been reducing renovation activities, though repair work following recent hurricanes could provide some relief for Home Depot. Additionally, the company might provide insights into how retailers prep...
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Earnings Preview
Chipmakers $NXP Semiconductors (NXPI.US)$, $Arm Holdings (ARM.US)$, and $Qualcomm (QCOM.US)$ are anticipated to deliver a varied set of earnings, as suggested by the subdued results from their industry counterparts, $ASML Holding (ASML.US)$ and $ON Semiconductor (ON.US)$. Given the continued weak demand from the automotive, mobile, and industrial sectors, Qualcomm will ...
Chipmakers $NXP Semiconductors (NXPI.US)$, $Arm Holdings (ARM.US)$, and $Qualcomm (QCOM.US)$ are anticipated to deliver a varied set of earnings, as suggested by the subdued results from their industry counterparts, $ASML Holding (ASML.US)$ and $ON Semiconductor (ON.US)$. Given the continued weak demand from the automotive, mobile, and industrial sectors, Qualcomm will ...
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Earnings Preview
Wall Street is bracing for the most eventful week of news leading up to the election.
Next week, five of the Magnificent Seven companies will announce their earnings. Alphabet will share its results on Tuesday, while Microsoft and Meta Platforms will release theirs on Wednesday. Amazon and Apple are scheduled to report their earnings on Thursday.
Google's parent company, $Alphabet-A (GOOGL.US)$ , is schedul...
Wall Street is bracing for the most eventful week of news leading up to the election.
Next week, five of the Magnificent Seven companies will announce their earnings. Alphabet will share its results on Tuesday, while Microsoft and Meta Platforms will release theirs on Wednesday. Amazon and Apple are scheduled to report their earnings on Thursday.
Google's parent company, $Alphabet-A (GOOGL.US)$ , is schedul...
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Earnings Preview
Next week promises to be a hectic one with several key earnings announcements on the calendar. General Motors is slated to report on Tuesday, followed by Boeing and Tesla on Wednesday.
$General Motors (GM.US)$ is anticipated to slightly outperform expectations as it benefits from reduced costs and increased deliveries of lower-priced vehicles. However, the financial impact of electric vehicles remains a con...
Next week promises to be a hectic one with several key earnings announcements on the calendar. General Motors is slated to report on Tuesday, followed by Boeing and Tesla on Wednesday.
$General Motors (GM.US)$ is anticipated to slightly outperform expectations as it benefits from reduced costs and increased deliveries of lower-priced vehicles. However, the financial impact of electric vehicles remains a con...
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The upcoming earnings season may determine the future direction of stocks. The S&P 500 and Dow Jones Industrial Average have reached all-time highs, following a robust jobs report last week and some encouraging inflation data this week that boosted investor confidence in equities.
Among the names reporting next week are $Netflix (NFLX.US)$, $ASML Holding (ASML.US)$, Investment Banks li...
Among the names reporting next week are $Netflix (NFLX.US)$, $ASML Holding (ASML.US)$, Investment Banks li...
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