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📅 week #32
mon
earnings - D 0.00, GOLD 0.00, PLTR 0.00, NVAX 0.00, GDRX 0.00
personally very interested in goodrx – admittedly, their share price hasn’t been performing that well, but im just fan of their product!
july consumer inflation expectations
i hope nothing too crazy shows up and it’s just another “see, inflation is still bad”
tues
earnings – RBLX 0.00, COIN 0.00, WMG 0.00, H 0.00, WYNN 0.00, PLNT 0.00, NCLH 0.00, SAVE 0.00
coinbase had crazy layoffs and performance is widely expected to be not that great, but it did recently strike a deal with blackrock, so would be cool to see how their numbers turn out to be and how investors react
a lot of travel-related tickers!
hilton recently crushed expectations – we’ll see how hyatt does
wed
thurs
fri
august preliminary michigan consumer sentiment index
uk q2 '22 gdp growth rate (preliminary estimate )
a follow up to my post on nfp's last friday – 528k jobs were added in july (much higher than the 250k consensus)
that means a stronger-than-expected labor market, but it also means that it may be harder-than-expected to tame inflation and therefore an even more aggressive tightening policies by the fed
so, it’s good news that’s hard to be one-dimensionally happy about, given the current environment – and that’s the most commonly agreed explanation behind why friday’s market was mixed
y’all have a great week!
💡 something im thinking about

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