What to Expect in the Week Ahead (Big Tech Earnings, GDP, Non-Farm Payrolls, and More)
As the earnings reports season comes to a close, can the profit growth of technology giants keep up with the expansion of their valuations?
This week, Microsoft, Apple, Meta Platforms, and Amazon will report quarterly results in a market affected by concerns over economic recession caused by trade wars and tariffs.
Be cautious during the Earnings Reports season! Goldman Sachs is urgently applying the brakes: AI support cannot hide the shrinking corporate wallets.
Goldman Sachs' chief US equity strategist warns: next week, 41% of the S&P 500 constituents will disclose their earnings, and corporate investment decisions may hit the brakes due to increasing policy uncertainty.
Goldman Sachs warns behind the technology stock frenzy: the rise of U.S. stocks cannot mask the dual concerns of valuation and policy.
The US stock market has surged significantly, driven by the familiar rise of Large Cap Technology stocks. However, Goldman Sachs states that investors should prepare for ongoing volatility, as the market is right in the middle of the 2025 Trade Range.
"Price increases" have started! On Amazon, nearly a thousand Commodities have an average price increase of 29%, while the average price increase for the top 100 products on Shein is 51%.
Since April 9, there have been 930 price increases on the Amazon platform, with an average increase of 29%; most price increases for Shein in the USA occurred on Fridays, with the top 100 beauty and health products having an average price increase of 51%, and some categories seeing price surges of up to 377%. On Monday, US stock Futures opened lower, as the market worried that the wave of price increases would lead to a dual blow of shrinking Consumer demand and rising inflation pressure.
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Cross-border e-commerce platforms have collectively raised prices in the United States.
Companies are being forced to pass costs onto consumers.
This Is Your Brain on Tariffs: The Mental Toll of Stock Drops -- Barrons.com
S&P 500 Recovers Half of Its Tariff Decline. What It Will Take to Make It All the Way Back
JPMorgan survey: The market widely predicts that the USA will fall into stagflation, and the dollar continues to weaken.
The survey released by JPMorgan on Friday shows that the market generally believes that the risk of stagflation in the USA over the next year is much higher than the risk of recession, while the most Bullish asset class for 2025 is Cash; Most respondents believe that the trade war initiated by the Trump administration is the most negatively impactful policy on the USA.
U.S. stocks and the dollar have stopped falling and rebounded, yet Bank of America warns that investors should Sell at high points as the conditions for sustained growth are not present.
Bank of America strategists have stated that investors should consider selling on rallies in the US dollar and warned that the current conditions do not support a sustained increase.
Since early March, foreign investors led by Europe have sold $63 billion in U.S. stocks. Goldman Sachs: does not currently believe this is a panic sale.
Since the beginning of March, foreign investors have quietly withdrawn $63 billion from the USA stock market, with Goldman Sachs indicating that the largest sellers are from Europe.
Americans Are Downbeat on the Economy. They Keep Spending Anyway. -- WSJ
U.S. stocks triggered a rare technical Call signal, bullish in the medium term but short-term fluctuations are inevitable.
The US stock market wrapped up the week with a strong performance, but what really boosted investors' sentiment was a rare technical Call signal triggered during Thursday's trading.
S&P 500 Global Sectors ranking: Autos, Components, and Semiconductors, Manufacturing Equipment, etc., are rising.
Closing price Change from previous day S&P 500 5525.21 +0.74% ■ Top rising categories Autos and Components 153.62 +8.60% Semiconductors and Manufacturing Equipment 4867.23 +2.90% Broadcasting 1302.46 +1.75% Software and Services 4583.03 +1.33% Pharmaceuticals and Biotechnology 1282.63 +1.14% ■ Top falling categories Communications
USA stock market: The S&P 500 Index has achieved its longest continuous rise since January, putting tariff negotiation noises aside for the time being.
The USA stock market ended the strong week with gains, as large-cap stocks rose to offset the disruption caused by Trump's trade negotiation signals.