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[Stock & English] 24.12.29 The Week Ahead

1. 원본 내용  Wall Street continues to be in holiday mode as investors face another holiday-shortened week of sparse economic data and no major scheduled corporate earnings. The highlights for next week include purchasing managers’ data on Thursday and Friday from the Institute of Supply Management and S&P Global for December. Pending home sales for November will be released on Monday. Last week’s t..

1. 원본 내용 In light of the holidays kicking off in earnest this week, Wall Street is faced with a largely uneventful economic calendar and no major scheduled corporate earnings. Wednesday, Christmas Day, will be a market holiday, while the day before Christmas will see a truncated trading session.Still, market participants will be on the lookout to see whether a Santa rally materializes this year...

1. 원본 내용 The year may be winding down, but for market participants it will still be a busy week ahead. It is central banks galore over the next few days, with the Federal Reserve grabbing the spotlight. The Fed's final monetary policy rate decision of the year will come on Wednesday, followed by the Bank of Japan and the Bank of England on Thursday. Despite some hotter than expected inflation da..

1. 원본 내용 The Fed pendulum swings back to the inflation part of the mandate this week. The November consumer price index hits on Wednesday, just a week before the FOMC's final 2024 meeting. Economists expect that headline and core CPI, which excludes food and energy, rose 0.3% last month. In addition, the headline producer price index, which is due Thursday, rose 0.3%, with the core PPI up 0.2%. ..

1. 원본 내용 Wall Street's focus next week will be on Friday's nonfarm payrolls report for November. The reading will come after the number of jobs added in October plunged to just 12K, due to devastation from hurricanes and a prolonged strike at Boeing (BA). Deutsche Bank sees nonfarm payrolls growing by 200K in November.Ahead of the jobs report, traders will also receive the October Job Openings a..

1. 원본 내용 Wall Street will observe a holiday-shortened week due to Thanksgiving falling on Thursday. The stock market will close early on Friday.  Market participants still have a fairly busy economic calendar to look forward to, especially on Wednesday which will see a flood of releases in the form of initial jobless claims, an updated estimate on U.S. GDP growth, and the October personal income..

1. 원본 내용 The world's largest publicly listed company by market cap gears up for its fiscal third quarter results scheduled on Wednesday. The chipmaker has continuously delivered blowout numbers since the artificial intelligence boom amid soaring demand for its chips that can power complex AI processes, and its quarterly reports have become market-moving events. Aside from Nvidia (NVDA), investor..

1. 원본 내용 The "Trump trade" will continue to grab much of the attention on Wall Street next week, following a momentous few days that saw Republican candidate and former President Donald Trump win the U.S. election against Vice President Kamala Harris. Though the final tally of votes is yet to arrive, a red sweep seems likely. Markets reacted with gusto to Trump's win, sending the benchmark S&P 5..

1. 원본 내용 Wall Street awaits with bated breath the outcome of the U.S. presidential election on Tuesday, in a season that has seen plenty of twists and turns. Various polls have placed U.S. Vice President Kamala Harris and Republican opponent Former President Donald Trump neck-and-neck for the White House, while prediction platforms have swung between the two candidates.The election will be follo..

1. 원본 내용 Wall Street will see an extremely busy week ahead, as investors will receive key data on economic growth, inflation and the labor market. Moreover, the earnings season will shift into top gear, with no less than five members of the Magnificent 7 club scheduled to report their results. The economic calendar will see the advance estimate of U.S. Q3 GDP on Wednesday, followed by a reading ..

1. 원본 내용 Wall Street's focus next week will be almost entirely on the earnings season, which will turn into a veritable deluge of reports from high-profile names. Tesla (TSLA), in particular, will receive a lot of attention, especially after its recent highly anticipated robotaxi reveal disappointed investors. Aside from the earnings season, the economic calendar is fairly busy next week. Market..

1. 원본 내용 Next week, investors will be focusing on the retail sales print and industrial production report to gauge the economy ahead of the Federal Reserve's next policy meeting on November 7.Options trading on the federal funds contract implies a 90% probability of a 25-point rate cut, despite some recent conflicting economic data.Earnings will continue to be in full swing, with Netflix (NFLX),..

1. 원본 내용 The main economic data release out next week will be the September CPI report. Economists expect the core inflation rate to hold steady at +3.2% year-over-year, and to be up 0.3% on a month-over-month basis. The general expectation is that the CPI print will not be weak or strong enough to affect the size of the next Fed cut. Investors will also have the producer price index report and ..

1. 원본 내용 Investors will have their hands full next week with the release of the U.S. jobs report for September on Friday. Economists expect 140K job additions for the month and for the unemployment rate to keep steady at 4.2%. The consumer sector will remain the in the spotlight, with the earnings calendar headlined by Nike's (NKE) earnings report on October 1. Carnival (CCL), Levi Strauss (LEVI..

1. 원본 내용 Coming off a historic few days sparked by the Federal Reserve's bumper half-point interest rate cut, Wall Street will have plenty to look forward to next week, including a plethora of central bank speakers. Traders will be curious to hear more thoughts on the rate cut and any guidance on further monetary policy easing. Of note, Fed chair Jerome Powell will give opening remarks via pre-r..

1. 원본 내용 Wall Street will have its hands full for the first full week of September with the economic calendar featuring the August CPI report, August PPI report, and the University of Michigan consumer survey as the Federal Reserve meeting on September 19 gets even closer on the calendar.While the earnings calendar for the week ahead is light, it features heavy hitters like Oracle (ORCL), Kroger..

1. 원본 내용 Wall Street will see a holiday-shortened week, with Monday being Labor Day. Investors will still have plenty to look forward to, especially in terms of economic data. The labor market will be firmly in the spotlight, with the latest Job Openings and Labor Turnover Survey (JOLTS) scheduled for Wednesday, followed by ADP's monthly report on private employment on Thursday.Things come to a ..

1. 원본 내용 The spotlight next week will be on Nvidia’s (NVDA) earnings report, which has the potential to move markets. The chipmaking giant’s highly anticipated report could have broad implications for the AI growth story.Wedbush Securities Dan Ives believes the Nvidia (NVDA) report makes the week the most important of the year for the stock market this year.Also on the deck is the Bureau of Econ..

1. 원본 내용 The spotlight next week will be on the Federal Reserve's Jackson Hole symposium from August 22 to 24. Organized by the Kansas Fed, the symposium is one of the longest-standing central banking conferences in the world. The event will bring together economists, financial market participants, and U.S. government representatives to discuss long-term policy issues of mutual concern. Traders ..

1. 원본 내용 Wall Street's attention next week will shift to inflation from the labor market, with the producer price index and consumer price index readings for July due on Tuesday and Wednesday, respectively. Also on tap will be retail sales data on Thursday.The nonfarm payrolls report earlier this month sharply upended the narrative around monetary policy, stoking fears about a recession in the U..