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[Stock & English] 24.06.23 The Week Ahead

1. 원본 내용 Inflation will take the spotlight next week, with market participants looking ahead to Friday's U.S. personal income and outlays data for May. That report will contain a reading on the core personal consumption expenditures (PCE) price index, which is widely seen as the Federal Reserve's preferred inflation gauge. Economists expect core PCE to rise 0.1% M/M and 2.6% Y/Y, marking a decel..

1. 원본 내용 Despite a holiday-shortened week due to Juneteenth falling on Wednesday, Wall Street will have plenty to look forward to. Expect some volatility in the markets in the run-up to "triple witching" on Friday - an event in which stock options, stock index futures and stock index options all expire on the same day.After a heavy fortnight of economic data on the labor market and inflation, th..

1. 원본 기사 It's a big test this week to see what holds the most sway on the markets. Is it the Fed or AI? The Federal Reserve's June decisions arrives, along with its updated projections for the path of interest rates, inflation and economic growth.The Fed statement and Chairman Jerome Powell's press conference are due on Wednesday. With the market pricing in a near certainty of no move on rates, ..

1. 원본 기사 Wall Street will be zeroed in on the May jobs report this week, which hits Friday. The update on nonfarm payrolls will be the last one before the Federal Reserve meets on June 11-12, amid growing uncertainty on the timing of rate cuts. The April PCE inflation report released Friday showed the Fed's official target, the 12-month Core PCE, came in at 2.8%, steady from March's reading. The..

1. 원본 기사 Investors will be paying close attention to Friday's personal income and outlays data. That report will contain a reading on the Federal Reserve's favored inflation gauge - the core personal consumption expenditures (PCE) price index. With interest rate cut uncertainties stalling Wall Street's rally this past week, the core PCE deflator has the potential to move markets. There will also..

1. 원본 기사  The spotlight next week will be garnered by Nvidia (NVDA). The chip giant and perceived leader of the artificial intelligence (AI) space is scheduled to announce fiscal first quarter earnings on Wednesday. Expectations are sky-high, especially with the Jensen Huang-led firm having repeatedly delivered blowout quarterly reports showing massive demand for its AI chips. Its results will a..

1. 원본 기사 All eyes are on Wednesday's scheduled U.S. retail sales and consumer price index (CPI) reports. Both readings have the potential to move the needle significantly in terms of Federal Reserve interest rate cut expectations, especially after those odds ticked up recently following the central bank's latest monetary policy decision and favorable labor market data. The earnings season will c..

1. 원본 기사 Wall Street will get a slight amount of relief next week as both the economic calendar and the first quarter earnings season will lighten up somewhat. Market participants will be looking ahead to Monday's senior loan officer opinion survey from the Federal Reserve to assess credit conditions in the economy. Also in focus will be Friday's University of Michigan preliminary consumer senti..

1. 원본 기사  It's a big week on the macro front with the Federal Reserve meeting and jobs report. Investors will look for more direction on whether the economy is heating or cooling. The interest rate policy statement from the FOMC will be watched more for any verbiage changes, with futures trading implying a 97% probability that interest rates will be kept at their current levels. Fed Chairman Jer..

1. 원본 기사 All eyes next week will be on the latest U.S. personal income and outlays report, due Friday. The data will also contain readings on the Federal Reserve's preferred inflation gauge - the personal consumption expenditures price index. Also, Thursday will see the publication of the first estimate of U.S. GDP growth in Q1. Following this week's developments between Israel and Iran, market ..

1. 원본 기사 Geopolitics will hold the focus of markets to start the week after Iran's attack on Israel. An Israeli military spokesman said the country is prepared to do "whatever is necessary" in its defense. Tehran said it would attack with greater force if there was retaliation. Late Friday saw a flight to safety with money moving from equities to bonds and gold. Oil also gained on possibilities ..

1. 원본 기사 All eyes this week will be on Wednesday's consumer price index report for March. Headline CPI is expected to rise 0.4% on a M/M basis, flat from February and an increase of 3.1% on a Y/Y basis, slightly lower from +3.2% prior. Core CPI is seen to be decelerating on both a M/M and Y/Y basis to +0.3% and +3.7%, respectively. Additionally, investors will be looking out for the minutes of t..

1. 원본 기사 Market participants are looking ahead to the "jobs week" for clues on the labor market. The latest Job Openings and Labor Turnover Survey (JOLTS) is scheduled for Tuesday, followed by ADP's private employment report for March on Wednesday. The main event will be Friday's U.S. non-farm payrolls data, with economists expecting an addition of 216K jobs in March. That would mark a decelerat..

1. 원본 기사 the week ahead, the spotlight will be on a host of Federal Reserve speakers who will be returning from a blackout period following the latest FOMC meeting. With the Fed signaling confidence in three anticipated interest rate cuts this year, investors will be watching the upcoming speeches for commentary that will reinforce that messaging. Fed board governors will be giving various talks..

1. 원본 기사 This past week’s hot inflation data has cemented that belief and put the focus on the Summary of Economic Projections, also known as the dot plot. For now, the market is still pricing in a first quarter-point rate cut in June. Investing Group Leader James A. Kostohryz says based on the February CPI, "the Fed needs to seriously increase the hawkish tone of its communications in order to ..

1. 원본 기사 The consumer price index report for February will be closely watched next week. Economists expect headline CPI to rise 0.4% month-over-month for February and be up 0.3% once the food and energy categories are stripped out. Inflation is expected to show a 3.1% year-over-year increase for the month. Other economic reports that are due to be released include the producer price index report..

1. 원본 기사 There had been some debate over the past few seasons, but pretty much everyone can now agree that the crypto winter is finally over. Bitcoin (BTC-USD), along with other major cryptocurrencies, have all seen a big recovery since the end of October, coming out of a deep freeze that took place over much of the past two years. Things have not only defrosted, but have heated up the engines i..

1. 원본 기사 Stock markets in the United States, Europe and Japan set record highs this week after Nvidia reported blowout quarterly earnings results and strong guidance after the closing bell Wednesday. "Insatiable demand" for the company's artificial intelligence chips lifted the stock more than 16%, leading the company to briefly surpass a $2 trillion valuation, and helped propel the broader mark..

1. 원본 기사 Investors will not have much in the way of economic data to wade through next week after a wave of conflicting reports on GDP, jobs, retail sales, and CPI inflation did little to settle the debate about whether the economy is more at risk of overheating or drifting into a recession. However, heavyweight earnings reports from Nvidia (NVDA) (preview) and Walmart (WMT) could impact sentime..

1. 원본 기사 A surge in megacap tech stocks helped lift the S&P 500 and Nasdaq Friday, with the S&P holding above the 5,000 level and extending its record high, after December's revised inflation reading came in lower than first reported. Nvidia jumped 3.6% and hit an intraday record high, while tech-focused market heavyweights such as Microsoft, Amazon and Alphabet also scored gains. On Friday, mar..