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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

Wednesday features Analog Devices Inc. and Booking Holdings Inc. before Walmart Inc. and Deere & Company headline Thursday's 40+ reports including Southern Company (The) and multiple utilities. Next Monday sees heavy energy activity before the period culminates Next Tuesday and Next Wednesday with Home Depot Inc. (The), TJX Companies Inc. (The), and Lowe's Companies Inc. reporting pre-market, followed by NVIDIA Corporation and Salesforce Inc. after the close.
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Analyst Updates

Enterprise Software leads the charge with 3 stocks (ACN, WDAY, ZS) recently rated strong buy by analysts on Tuesday and Friday. Mega-cap leaders CVX and MCD also secured significant upgrades, signaling robust cash-flow expectations across diverse industries. High price targets for ADI on Thursday suggest semiconductor momentum continues. However, energy midstream downgrades for ENB and TRP suggest a tactical rotation away from yield-heavy sectors.
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