Friday’s Jobs Report Is a Rate-Hike Vote
Consensus expects about +90K for July. A beat may push September hike odds higher.
Category: Politics
Apple Beat Q3. The Real Problem Is September.
A record quarter couldn’t hide a chip crunch that may lift Apple’s costs.
SHW Beat Q2. Housing Is Still Broken. That Is the Point.
Sherwin-Williams gained share without a housing recovery. Imagine what happens when one arrives.
APH Is 15% Below Its High. July 29 Is the Real Test.
Record orders and 58% revenue growth collide with an $18.7B debt load at Q2 earnings.
Visa Reports July 28. The Agentic Payments Trade Is Underpriced.
Value-added services up 25%+ and a $20B buyback. July 28 is the number that matters.
Howmet Aerospace Is Up 51% in a Year. August 6 Is the Next Test.
Revenue up 19%, margins expanding, and a $1.8B acquisition still being digested.
Luxury Just Shocked the Street. LVMH Reports July 27.
Richemont’s blowout quarter lit up the sector. LVMH reports July 27.
ASML Just Raised Guidance Again. The AI Build Is Not Slowing.
Q2 results beat on every major line. The installed base business is becoming a second growth engine.