OCTOBER PPI RELEASE, RETAIL EARNINGS: $HD, $WMT, $LOW, $TGT, $NVDA AND MORE- THE WEEK AHEAD (Eps.20)

요약 보기

CPI 하락 발표 후 나스닥 7% 이상 급등한 직후, 이번 주는 PPI·소매판매 등 경제지표와 홈디포·월마트·로우스·타겟·엔비디아·어플라이드머티리얼즈 등 실적 발표가 주요 변수. 전반적으로 헤드라인 주도 장세이며, 소매 실적은 고금리 속 소비 둔화 우려 대비 견조한 수요 신호로 해석. 엔비디아는 대중 수출 규제에 맞춘 신규 칩 발표가 언급됨. 중국 ADR은 제로코로나 완화 기대로 모멘텀을 얻고 있다고 전함. 후반에는 매수 대기 자금이 많다는 점을 강조.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. brand new week with more earnings to trade we get retail earnings this week as they take Center Stage last week we saw CPI data on Thursday ignite a monster rally for stocks this week PPI will be in Focus Tuesday morning we get producer price index data released before the Market opens and retail sales data your week ahead preview right now quick look at the overall Market to kick things off we are still in a very headline driven Market we saw CPI data last Thursday come in finally to the downside that ignited uh monster rally seven plus percent at the end of the day for the NASDAQ Monday will be quiet pre-market with both earnings and economic releases set for later in the week earnings however Rumble will report for the first time as a public company after uh completing their SPAC merger earlier in the year the conservative Focus video streaming site continues to gain momentum in recent weeks most analysts have been quick to question however the platform's worth on its own suggesting Revenue still could come in between the five and six million range as we saw initially also after the close on Monday Neo Bank new Holdings will come to Market with earnings Tuesday we'll kick things off in the pre-market on the economic calendar with a look at producer prices PPI not necessary necessarily looked upon as closely but still can move the market if the number does come out in the right direction focused then in the pre-market shifts to earnings with the Retail Group again taking Focus will get both Home Depot and Walmart the majority of analysts of late have expected a decline in quarter over quarter numbers on higher Revenue however as the retail giant continues to struggle shares of Krispy Kreme have also had a ton of positive momentum behind them for the month of not only September but October recently as well McDonald's with a headline some McDonald's in some states in the U.S could start testing selling their products selling Krispy Kreme Donuts within McDonald's will get their report on Tuesday also let's move on to Wednesday where retail sales data takes focus in the pre-market once again coming out at 8 30 Eastern we'll get a look at not only a number that was more or less Shrugged off last last month but did come in a little bit better than expected suggesting there's still a very resilient consumer despite higher prices we still are seeing higher demand more earnings than from the same group will get a report from Lowe's Target and TJ Maxx all pre-market low shares will be in Focus however coming off a report from Home Depot on Tuesday the company recently announced that it does plan to sell its Canadian business Rona to a new york-based private Equity Firm after the close then we're back into Tech earnings we'll get nvidia's report again after market closes on Wednesday recently Nvidia did announce that they have come up with a chip that complies and meets these recent restrictions put in place by the Biden Administration on exports from the industry to China Thursday will be more or less a light morning for both economic releases and earnings we do get the Philly fed business index that will be released at 8 30 in the pre-market once again then we shift over to earnings Alibaba the Chinese e-commerce giant coming to Market with their recent quarterly numbers Chinese adrs for the most part have had a lot of uh positivity behind them and positive momentum the fact that the Chinese government might re-visit this zero covet policy in general has helped these so we'll have a look at Baba earnings on that day Macy's will come to Market there is a short percent in that stock we'll talk about that more coming up on Thursday I'm sure after the market closes then the fun continues with gaps set to report last Thursday the company announced a new partnership with Amazon and a collaboration that will see the two release their own collection also after the close more from the chip maker group as Amat Amat will come up with their report flying through the week on to Friday we go the week wraps up with jd.com this time we'll come out with their report heard also Foot Locker Set to report they have seen multiple positive recent notes from analysts suggesting further upside is possible in the stock a recent CEO change has been pointed out right across the board as a possible positive Catalyst well the post CPI rally continue that is the big question there is a ton of money still sitting on the sidelines join us daily live starting on Monday at 8 30 on tradertv.live