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RE: boersenkater´s Trading-Pausen-Thread
| 17.07.2022, 21:22 (Dieser Beitrag wurde zuletzt bearbeitet: 18.07.2022, 14:05 von boersenkater.)
Diese Woche geht steht die immer mehr in Fahrt kommende Earningssaion im Fokus der Marktteilnehmer.
Die läuft zur Erinnerung schwerpunktmässig bis Mitte August.
Wie sind die Ergebnisse? Wie sehen die Aussichten aus? Wird die Aufwärtsdynamik der letzten Handelstage
fortgesetzt, ausgebremst, abgewürgt?
Wird die Woche spannend und volatil oder langweilig und abwartend bis nächste Woche die FED wieder ins
Rampenlicht tritt?
Earnings season heats up amid renewed recession calls: What to know this week
Alexandra Semenova
Reporter
Sun, July 17, 2022 at 7:00 PM
The stakes are high on Wall Street this week as quarterly earnings seasons heats up with key results expected from companies including Netflix (NFLX), Tesla (TSLA), and Twitter (TWTR).
Investors reeling from Wednesday’s CPI data may be dealt another blow if corporate financials show meaningful profit slowdowns, with higher costs, rising interest rates, and a potential slowdown in consumer spending all themes to watch.
S&P 500 companies are expected to grow earnings at an estimated annual pace of 4.0% in the second quarter, the slowest rate of growth since year-end 2020 if realized, according to research from FactSet.
The estimated net profit margin for the quarter is 12.4%, a figure that would mark the second straight quarter in which the net profit margin for the index has declined year-over-year. Despite persistent headwinds, however, analysts project net profit margins for the S&P 500 will be higher for the rest of the year.
“Investors will be looking for clarity during this earnings season on how companies are navigating rising costs and wages,” Treasury Partners chief investment officer Richard Saperstein said in a note, adding current earnings per share estimates are “overoptimistic given the deteriorating macroeconomic backdrop.”............................
Economic calendar
Monday:
NAHB Housing Market Index, July (66 expected, 67 during prior month),
Net Long-Term TIC Outflows, May ($87.7 billion during prior month),
Total Net TIC Outflows, May (1.3 billion during prior month)
Tuesday:
Housing starts, June (1.590 million expected, 1.549 million during prior month),
Building permits, June (1.673 million expected, 1.695 million during prior month),
Housing starts, month-over-month, June (2.7% expected, -14.4% during prior month),
Building permits, month-over-month, April (-1.3% expected, -7.0% during prior month)
Wednesday:
MBA Mortgage Applications, week ended July 15 (-1.7% during prior week),
Existing Home Sales, June (5.40 million expected, 5.41 million during prior month),
Existing Home Sales, month-over-month, June (-0.2% expected, -3.4% during prior month)
Thursday:
Philadelphia Fed Business Outlook Index, July (-1.0 expected, -3.3 during prior month),
Initial jobless claims, week ended July 16 (240,000 expected, 244,000 during prior week),
Continuing claims, week ended July 9 (1.345 million expected, 1.331 during prior week),
Leading Index, June (-0.5% expected, -0.4% in during prior month)
Friday:
S&P Global U.S. Manufacturing PMI, July preliminary (51.8 expected, 52.7 during prior month),
S&P Global U.S. Global Services PMI, July preliminary (52.4 expected, 52.7 during prior month),
S&P Global U.S. Composite PMI, July preliminary (52.3 during prior month)
Earnings calendar
Monday:
Before market open: Bank of America (BAC), Goldman Sachs (GS), Charles Schwab (SCHW), Synchrony Financial (SYF), Prologis (PLD)
After market close: IBM (IBM)
Tuesday:
Before market open: Johnson & Johnson (JNJ), Truist Financial (TFC), Interactive Brokers (IBKR), J.B. Hunt Transport (JBHT), Cal-Maine Foods (CALM), Ally Financial (ALLY), Lockheed Martin (LMT), Hasbro (HAS), Halliburton (HAL)
After market close: Netflix (NFLX)
Wednesday:
Before market open: Biogen (BIIB), Baker Hughes (BKR), Comerica (CMA), Nasdaq (NDAQ), Abbott Laboratories (ABT), Northern Trust (NTRS)
After market close: Tesla (TSLA), United Airlines (UAL), Knight-Swift Transportation (KNX), Steel Dynamics (STLD), Discover Financial (DFS), Equifax (EFX), Elevance Health (ELV), Alcoa (AA), FNB (FNB)
Thursday:
Before market open: AT&T (T), Travelers (TRV), D.R. Horton (DHI), Blackstone (BX), Union Pacific (UNP), American Airlines (AAL), Dow (DOW), Nokia (NOK), Danaher (DHR), Fifth Third Bancorp (FITB), Tractor Supply (TSCO), Marsh McLennan (MMC), Interpublic (IPG)
After market close: Snap (SNAP), Mattel (MAT), PPG Industries (PPG), Domino’s (DPZ), Tenet Healthcare (THC), Boston Beer (SAM),
Friday:
Before market open: Twitter (TWTR), American Express (AXP), Verizon Communications (VZ), HCA Healthcare (HCA), Schlumberger (SLB), Regions Financial (RF), Cleveland-Cliffs (CLF)
https://finance.yahoo.com/news/what-to-k...58583.html
Die läuft zur Erinnerung schwerpunktmässig bis Mitte August.
Wie sind die Ergebnisse? Wie sehen die Aussichten aus? Wird die Aufwärtsdynamik der letzten Handelstage
fortgesetzt, ausgebremst, abgewürgt?
Wird die Woche spannend und volatil oder langweilig und abwartend bis nächste Woche die FED wieder ins
Rampenlicht tritt?
Earnings season heats up amid renewed recession calls: What to know this week
Alexandra Semenova
Reporter
Sun, July 17, 2022 at 7:00 PM
The stakes are high on Wall Street this week as quarterly earnings seasons heats up with key results expected from companies including Netflix (NFLX), Tesla (TSLA), and Twitter (TWTR).
Investors reeling from Wednesday’s CPI data may be dealt another blow if corporate financials show meaningful profit slowdowns, with higher costs, rising interest rates, and a potential slowdown in consumer spending all themes to watch.
S&P 500 companies are expected to grow earnings at an estimated annual pace of 4.0% in the second quarter, the slowest rate of growth since year-end 2020 if realized, according to research from FactSet.
The estimated net profit margin for the quarter is 12.4%, a figure that would mark the second straight quarter in which the net profit margin for the index has declined year-over-year. Despite persistent headwinds, however, analysts project net profit margins for the S&P 500 will be higher for the rest of the year.
“Investors will be looking for clarity during this earnings season on how companies are navigating rising costs and wages,” Treasury Partners chief investment officer Richard Saperstein said in a note, adding current earnings per share estimates are “overoptimistic given the deteriorating macroeconomic backdrop.”............................
Economic calendar
Monday:
NAHB Housing Market Index, July (66 expected, 67 during prior month),
Net Long-Term TIC Outflows, May ($87.7 billion during prior month),
Total Net TIC Outflows, May (1.3 billion during prior month)
Tuesday:
Housing starts, June (1.590 million expected, 1.549 million during prior month),
Building permits, June (1.673 million expected, 1.695 million during prior month),
Housing starts, month-over-month, June (2.7% expected, -14.4% during prior month),
Building permits, month-over-month, April (-1.3% expected, -7.0% during prior month)
Wednesday:
MBA Mortgage Applications, week ended July 15 (-1.7% during prior week),
Existing Home Sales, June (5.40 million expected, 5.41 million during prior month),
Existing Home Sales, month-over-month, June (-0.2% expected, -3.4% during prior month)
Thursday:
Philadelphia Fed Business Outlook Index, July (-1.0 expected, -3.3 during prior month),
Initial jobless claims, week ended July 16 (240,000 expected, 244,000 during prior week),
Continuing claims, week ended July 9 (1.345 million expected, 1.331 during prior week),
Leading Index, June (-0.5% expected, -0.4% in during prior month)
Friday:
S&P Global U.S. Manufacturing PMI, July preliminary (51.8 expected, 52.7 during prior month),
S&P Global U.S. Global Services PMI, July preliminary (52.4 expected, 52.7 during prior month),
S&P Global U.S. Composite PMI, July preliminary (52.3 during prior month)
Earnings calendar
Monday:
Before market open: Bank of America (BAC), Goldman Sachs (GS), Charles Schwab (SCHW), Synchrony Financial (SYF), Prologis (PLD)
After market close: IBM (IBM)
Tuesday:
Before market open: Johnson & Johnson (JNJ), Truist Financial (TFC), Interactive Brokers (IBKR), J.B. Hunt Transport (JBHT), Cal-Maine Foods (CALM), Ally Financial (ALLY), Lockheed Martin (LMT), Hasbro (HAS), Halliburton (HAL)
After market close: Netflix (NFLX)
Wednesday:
Before market open: Biogen (BIIB), Baker Hughes (BKR), Comerica (CMA), Nasdaq (NDAQ), Abbott Laboratories (ABT), Northern Trust (NTRS)
After market close: Tesla (TSLA), United Airlines (UAL), Knight-Swift Transportation (KNX), Steel Dynamics (STLD), Discover Financial (DFS), Equifax (EFX), Elevance Health (ELV), Alcoa (AA), FNB (FNB)
Thursday:
Before market open: AT&T (T), Travelers (TRV), D.R. Horton (DHI), Blackstone (BX), Union Pacific (UNP), American Airlines (AAL), Dow (DOW), Nokia (NOK), Danaher (DHR), Fifth Third Bancorp (FITB), Tractor Supply (TSCO), Marsh McLennan (MMC), Interpublic (IPG)
After market close: Snap (SNAP), Mattel (MAT), PPG Industries (PPG), Domino’s (DPZ), Tenet Healthcare (THC), Boston Beer (SAM),
Friday:
Before market open: Twitter (TWTR), American Express (AXP), Verizon Communications (VZ), HCA Healthcare (HCA), Schlumberger (SLB), Regions Financial (RF), Cleveland-Cliffs (CLF)
https://finance.yahoo.com/news/what-to-k...58583.html
