The Week Ahead – November 07, 2022

The U.S. election on November 8 is likely the most newsworthy event this week.

The consensus expectation is that a divided government between the White House and Congress will lead to more political gridlock and a potential slowdown of Biden’s Leftist agenda.

The stock market has outperformed with a dividend government over the returns generated in the years following the same party controlling the Senate, the House and the Presidency. However, a scenario that could rattle the market would be any lack of clarity with regard to Senate control if results are contested.

The Week Ahead – October 10, 2022

The Q3 earnings season includes big names like Citigroup (C), Delta Air Lines (DAL), Domino’s Pizza (DPZ), JPMorgan Chase (JPM), Morgan Stanley (NYSE:MS), PepsiCo (NASDAQ:PEP), UnitedHealth (UNH) and Walgreens Boots Alliance (WBA) all set to report.

The Week Ahead – July 11, 2022

The earnings season kicks off again with reports from PepsiCo, Delta Air Lines, and Taiwan Semiconductor before a wave of reports from major banks like JPMorgan Chase, Wells Fargo, U.S. Bancorp, and others.

May 2022 Monthly Market Update

Investors will be talking inflation again next week with the latest read on consumer prices due to arrive on June 10. Economists anticipate that headline inflation will be 8.2% Y/Y for May vs. 8.3% in April and see core CPI after backing out food and energy costs trickling down to 5.9% from 6.2%. Some analysts are holding open the possibility of a relief rally if there is no upside CPI surprise.

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