HK Weekly Recap & Analysis July 25th, 2022
The Week Ahead (July 25th – July 29th)
Key Economic Data Releases to watch
THE WEEK AHEAD & EARNINGS
Monday – 07/25/2022
Chicago Fed national activity index - 8:30 AM ET
AM Earnings: Bank of Hawaii (BOH), Bank of Marin Bancorp (BMRC), Community Bank System (CBU), Dorman Products (DORM), Newmont Corp (NEM), RPM International (RPM), Squarespace (SQSP), Lakeland Financial (LKFN)
PM Earnings: NXP Semiconductors (NXPI), Cadence Design Systems (CDNS), Alexandria Real Estate (ARE), Sun Communities (SUI), Brown & Brown (BRO), Packaging Corp (PKG), Whirlpool (WHR), Logitech (LOGI), Cadence Bank (CADE), Universal Health Services (UHS)
Tuesday – 07/26/2022
S&P Case-Shiller national home price index (year-over-year) - 9 AM ET
Consumer confidence index - 10 AM ET
New home sales (SAAR) - 10 AM ET
AM Earnings: Coca-Cola (KO), McDonald's (MCD), United Parcel Services (UPS), Raytheon (RTX), 3M Company (MMM), General Electric (GE), General Motors (GM), Kimberly-Clark (KMB), Ecolab (ECL), TransUnion (TRU)
PM Earnings: Microsoft (MSFT), Alphabet Inc (GOOG), Visa (V), Texas Instruments (TXN), Mondelez International (MDLZ), Chubb Limited (CB), Stryker Corp (SYK), Chipotle (CMG), Enphase Energy (ENPH), Canadian National Railway (CNI)
Wednesday – 07/27/2022
Durable goods orders - 8:30 AM ET
Core capital equipment orders - 8:30 AM ET
Advance report on trade in goods - 8:30 AM ET
Pending home sales index - 10 AM ET
Fed funds target rate - 2 PM ET
Fed Chair Jerome Powell press conference - 2:30 PM ET
AM Earnings: T-Mobile (TMUS), Bristol-Myers (BMY), Automatic Data Processing (ADP), Boeing (BA), Waste Management (WM), Humana (HUM), General Dynamics (GD), Boston Scientific (BSX), Shopify (SHOP), Spotify (SPOT)
PM Earnings: Meta Platforms (META), Qualcomm (QCOM), ServiceNow (NOW), Lam Research (LRCX), Equinix (EQIX), Ford (F), O'Reilly (ORLY), Invitation Homes Inc (INVH), Etsy Inc (ETSY), United Rentals (URI)
Thursday – 07/28/2022
Initial jobless claims – 8:30 AM ET
Continuing jobless claims – 8:30 AM ET
Gross domestic product, first release (SAAR) - 8:30 AM ET
Final sales to domestic purchasers (SAAR) - 8:30 AM ET
AM Earnings: Mastercard (MA ), Pfizer (PFE), Merck & Company (MRK), Thermo Fisher Scientific (TMO), Comcast Corp (CMCSA), Sanofi (SNY), Honeywell International (HON), Altria Group (MO), Southwest Airlines (LUV), American Tower Company (AMT)
PM Earnings: Apple (AAPL), Amazon (AMZN), Intel Corp (INTC), Edward Lifesciences (EW), VALE SA (VALE), KLA Corp (KLAC), Digital Realty Trust (DLR), DexCom (DXCM), Roku (ROKU), Yum China Holdings (YUMC)
Friday – 07/29/2022
PCE inflation index - 8:30 AM ET
Core PCE price index - 8:30 AM ET
PCE price index (year-over-year) - 8:30 AM ET
Core PCE price index (year-over-year) - 8:30 AM ET
Real disposable income - 8:30 AM ET
Real consumer spending - 8:30 AM ET
Nominal personal income - 8:30 AM ET
Nominal consumer spending - 8:30 AM ET
Employment cost index - 8:30 AM ET
Chicago PMI - 9:45 AM ET
UMich consumer sentiment index (final) - 10 AM ET
UMich 5-year inflation expectations (final) - 10 AM ET
AM Earnings: Exxon Mobile (XOM), Procter & Gamble (PG), Chevron Corp (CVX), AbbVie (ABBV), AstraZeneca (AZN), Sony Group (SONY), Colgate-Palmolive (CL), Enbridge (ENB), Charter Communications (CHTR), Phillips 66 (PSX)
