Here are the 5 things we’re watching in the stock market in the week ahead
After a few relatively slow weekly corporate news, things are about to increase. The second quarter earning season will begin in the next week and large banks will begin to report. In the investment club portfolio, we will receive news from Blackrock and Wells Fargo before the opening bell on Tuesday; Goldman Sachs before the open on Wednesday; And Abbott laboratories before the open on Thursday. After the Recipe News was managed to the market action of the last week, we will get the latest economy about the economy. 1. Blackrock: In addition to hearing the Fund Flow Dynamics, which we expect to be positive, considering the incredible market rally we see in the second quarter and the management fee of the company, our attention will be the ongoing integration of Preqin and global infrastructure partners. Considering that the management’s thoughts about the acquisition of HPS Investment Partners, it was concluded at the beginning of this month after the closure of the second quarter, it will be interesting, although it is not reflected in the results. In addition to these purchases, the company announced the plans to purchase the real estate investment company ElmTree funds to be integrated with the HPS Investment Partners to the new private financing solutions group of Blackrock after completing. At a higher level, the views of the administration on economy, geopolitical, public and private market dynamics will help to create our perspective on the market and economy in general. According to LSEG, the street is looking for $ 10.78 per share and $ 10.78 per share. 2. Wells Fargo: Considering deep interactions with both consumers and businesses, bank gains always help to better understand the situation of the economy. Wells Fargo, we would like to hear the updates of the management regarding the appearance of the firm, releasing the bank to lend more in addition to industrial deregulation, where the federal reserve asset limit is removed. This can provide a higher long -term target for longer interest rates for longer interest rates, a better net interest income appearance than management and the firm’s concrete common equity return (Rotce). A lower capital requirement (minimum CET1 ratio) will also have investors focusing on the firm’s capital allocation plans, reputation and dividends. According to LSEG, the street is looking for a $ 1.41 -dollar Wells Fargo earnings per share. 3. Goldman Sachs: When it comes to Goldman Sachs, everything is about investment banking. Considering the final increase in the public offering market and merger and acquisition (merger and acquisitions) activity, we will want to see how Goldman Sachs benefited. The interpretation of the administration on how the second half of the year is shaped will also be interesting. A rebound expectation in dealing making is why we have changed our position in Morgan Stanley in favor of Goldman Sachs. In addition, following the strong consequences of the Fed’s annual stress test, we will want to hear any updates about the appearance of the administration, which sees that the minimum capital requirement of the Investment Bank has decreased. According to LSEG, the street is looking for $ 9.53 per share and $ 9.53 per share. 4. Abbott: Momentum in the company’s rapidly growing diabetes portfolio will be a key focal point, especially since it is related to the sales of free -style libre continuous glucose monitors. This is what directs the medical device segment, which is the largest of Abbott’s four operating units. In addition, on medical devices, we will listen to a comment on the presentation of the company’s recently approved (earlier than expected) Volt PFA system used to treat the company’s abnormal heart rhythms. CEO Robert Ford, investors, in the last quarter of the company’s previously determined to regain the previously lost shares, as we want to hear about the market share in Nutrition. To control China’s health care costs, the national strategy was a drag in the diagnostic unit of the company in the last quarter, so we will want to see any improvement there. According to LSEG, the street is looking for $ 1.25 per share with an income of $ 11,068 billion per share. 5. Economy: Apart from earnings, the June Consumer Price Index (CPI) on Tuesday will help us better understand how many times the FED can reduce rates in 2025. In this report, at least, at least, at least, at least, at least, at least, at least, at least, at least, at least, at least, at least, at least, at least, at least, at least, at least, at least, at least, at least, at least, at least, at least, at least, at least, at least, at least, at least, at least, at least, at least, at least, at least, at least, we will look at the decline of inflation, at least, at least. June manufacturer price (PPI) index will be released on Wednesday. Although it does not examine as close to the CPI, the PPI may provide information about corporate input costs that will eventually affect consumer prices. On Thursday, June retail sales will provide information about the situation of the consumer, another important time element. A strong consumer is the key to the continuation of economic growth, because two -thirds of the US Gross Domestic Product (GDP) can be attributed to special consumption roughly. Finally, on Friday, June houses start. New construction data will provide more information about shelter cost inflation. It is more supply to balance prices and reduce inflation rate in general. Week before the week of July 14, Monday, no economic bulletin before the bell earnings: Firttenal (Fast) Tuesday July 15 15 Consumer Price Index Before Çan Meat: Blackrock (BLK), Wells Fargo (WFC), JPMorgan (JPC), Citigroup (C), C), State Street (STT), NY MELLON (ERİCS) Bank (JBHT) 16:30 AM ET ET ET ET INDUSTRIAL PRODUCTION AND CAPACITY USE Ring first ET: Goldman Sachs (GS), ASML (ASML), Bank of America (BAC), Johnson & Johnson (PLD), PRGR (PRGR), Prologis (First Hinton) (UAL), Alcoa (AA), Kinder Morgan (KMI) Claims 8:30 AM Retail Sales Before the Çan: Abbott (TSM), PEP), Taiwan Semi (TSM), PEP), Cindas (USB), CTAs (CTAS), USA Bancorp (Webster), Citizens Financial (CFG), Elevance Health (Elv), Manpowergroup (Man), Marsh & McLennan (MMC) after the bell: Netflix (NFLX), Marten Transport (MRTN), Interactive Brokers (IBKR), 8:30 ET Friday before Bell Friday: (HBAN), 3m Company (MMM), Regions Financial (RF), SLB (SLB), SLB (SLB), Slb (SLB) Truist Financial (TFC), Charles Schwab (Schw), Ally Financial (Ally), Autoliv (ALV), Comerica (CMA) (See here for a full list of the stocks in jim cramer’s charitable trust.) 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