US Earnings

June quarter earnings: The market is expecting average EPS to be down 7% compared to the same time last year.

Week 4.

Monday, July 31 – Arista Networks, Yum China, Tenet Healthcare, and Western Digital.

Tuesday, August 1 – Merck, Pfizer, Advanced Micro Devices, Caterpillar, Starbucks, Uber, and Altria.

Wednesday, August 2 – CVS Health, Shopify, PayPal, Kraft Heinz, MetLife, Humana, Skillz, and Joby Aviation.

Thursday, August 3 – Apple, Amazon, Amgen, Anheuser-Busch InBev, ConocoPhillips, Booking Holdings, Opendoor Technologies, and Wayfair.

Friday, August 4 – Enbridge, Dominion Energy, Magna International, Nikola, and fuboTV.

Week 3

Monday, July 24 – Domino’s Pizza, Whirlpool, and NXP Semiconductors.

Tuesday, July 25 – Kimberly-Clark, Microsoft, Visa, Texas Instruments, Verizon, General Electric, Alphabet, and General Motors.

Wednesday, July 26 – Meta Platforms, Coca-Cola, Union Pacific, Boeing, AT&T, Chipotle, and Thermo Fisher Scientific.

Thursday, July 27 – Mastercard, AbbVie, McDonald’s, Comcast, Ford Motor, Intel, TotalEnergies SE, and Bristol Myers Squibb.

Friday, July 28 – Exxon Mobil, Procter & Gamble, Chevron, and Centene.

Week 2.

Tuesday, July 18 – Bank of America, Novartis, Morgan Stanley, and Lockheed Martin.

Wednesday, July 19 – Goldman Sachs, Tesla, Netflix, IBM, U.S. Bancorp, United Airlines, Las Vegas Sands, and Nasdaq.

Thursday, July 20 – Johnson & Johnson, Abbott Laboratories, Taiwan Semiconductor Manufacturing, Philip Morris International, Travelers, American Airlines, Capital One, and CSX.

Friday, July 21 – American Express, Schlumberger, AutoNation, and Huntington Bancshares.

Week 1.

Thursday, July 13 – PepsiCo and Delta Air Lines

Friday, July 14 – UnitedHealth Group, JPMorgan Chase, Wells Fargo, BlackRock, and Citigroup.

Citi Group remains one of our preferred bank holdings and we’ll review the earnings in more detail, following Friday’s result.