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economic calendar Econ Calendar

High volatility expected next week. Tuesday brings ADP, GDP, and the critical FOMC rate decision/press conference, influencing Fed policy. Inflation data via Core PCE arrives Wednesday. Friday features key jobs data (NFP, Average Hourly Earnings) and ISM Manufacturing PMI, crucial for market direction and rate outlook. Traders should brace for significant swings.
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Upcoming Earnings

The week's major earnings begin Monday with financials and real estate, including Welltower after close. Tuesday is dense with healthcare giants UnitedHealth Group, AstraZeneca, Merck pre-market, plus industrial leaders Boeing and UPS. Tech titans Microsoft and Meta report Wednesday after close. Thursday features Mastercard, with Apple and Amazon after close. Friday concludes with energy giants Exxon Mobil and Chevron pre-market.
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Analyst Updates

Technology and Financials lead the charge with 4 stocks (GOOG, GOOGL, BLK, CBRE) recently rated strong buy by analysts on Monday. Healthcare also gained significant momentum with strategic upgrades to ICLR and HSIC. High price targets for Alphabet suggest substantial upside potential remains for mega-cap growth. However, Tuesday downgrades for RIO and AFRM signal caution in materials and fintech as valuations face increased scrutiny.
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