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economic calendar Econ Calendar

High-impact CPI data drops in 2 days on Wednesday at 8:30 am EST, followed by a massive Friday featuring Core PCE and GDP at 8:30 am EST. Michigan Sentiment also hits Friday at 10:00 am EST, while ADP arrives tomorrow, Tuesday, at 8:15 am EST. Bowman speaks Wednesday and Thursday. Traders should hedge $SPY ahead of these 8:30 am releases. Hot inflation will likely bolster hawkish Fed sentiment as markets weigh rate path uncertainty.
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Upcoming Earnings

Oracle headlines Tuesday after close, while Adobe leads a dense 20+ report slate on Thursday alongside retail giants Dollar General and Ulta Beauty. Software and technology sentiment will be tested by Hewlett Packard Enterprise on Monday and UiPath on Wednesday. Next Monday shifts focus to discount retail with Dollar Tree reporting pre-market.
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Analyst Updates

Consumer Services leads the charge with 5 stocks (CMG, SHAK, WING, KRUS, FWRG) recently rated strong buy by analysts on Friday. High-conviction mega-caps META, INTU, and REGN also secured bullish upgrades through Thursday. Substantial price targets for INTU and UNP suggest continued upside momentum for large-cap leaders. Conversely, recent downgrades for WMT and MS indicate growing caution regarding retail and financial sector valuation stability.
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