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Hang Seng
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US Markets & Economy
August job creation is now more in line with pre-pandemic trends. US Q2 GDP was revised down from 2.4% y/y to 2.1% y/y on weaker inventory and trade contributions.
Watch Last Night’s Webinar
In case you missed it, you can watch last night’s webinar here.
US interest rates
Goldman Sachs expects the first Fed rate cut to occur in mid-2024 and expects no more hikes this year.
US Energy ETF: 58.06% gain
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Flight Centre
Flight Centre Travel Group was added to the ASX Trade Table at $19.15 and was closed yesterday for a 17.9% gain, after a 30-day holding period.
The ASX200 Trade Table shows a total YTD return of 31.6%. To access and review the new Trade Table technology in real-time, create a free trial now.
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.
Disruptive Innovations: OXY 118% return
Occidental Petroleum has been sold for a 118% gain, following a 575-day holding period.
US Earnings
June quarter earnings: The market is expecting average EPS to be down 7% compared to the same time last year.
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.
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