MARKETS THIS WEEK:EARNINGS, INFLATION DATA, AND ECONOMIC INDICATORS

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Amara

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Jul 18, 2024
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EARNINGS REPORTS:

Major tech firms like Nvidia, Salesforce, Dell, and CrowdStrike will release earnings this week. Retail giants, including Dollar General, Five Below, Abercrombie & Fitch, and Ulta Beauty, will also report their financials.

Inflation and Economic Data: Investors are focused on Friday's Personal Consumption Expenditures (PCE) index, the Federal Reserve’s preferred inflation measure.

Additionally, Thursday will bring the revised Q2 Gross Domestic Product (GDP) data, housing statistics, and consumer sentiment surveys.

TECH SECTOR FOCUS:
Nvidia: Nvidia's earnings are eagerly anticipated, especially after its previous report showed a significant increase in revenue and net income.
Salesforce & AI Impact: Salesforce’s earnings will reveal if the demand for its AI products continues to drive growth.

CROWDSTRIKE & CYBERSECURITY: CrowdStrike will report for the first time since a recent software update caused a global network outage.
HP & Dell: The impact of AI on computer sales will be closely monitored through HP and Dell's earnings.

RETAIL SECTOR INSIGHTS:
Dollar General: Reports indicate growing same-store sales.
Ulta Beauty: The earnings report follows Warren Buffett’s Berkshire Hathaway purchasing shares in the company.

ECONOMIC INDICATORS:
PCE Index: A drop in the PCE index could indicate inflation moving towards the Fed’s 2% target.
Q2 GDP: The second-quarter GDP revision will be scrutinized for signs of economic acceleration, following an initial growth rate of 2.8%.