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📅 week #32

• mon

  • earnings - D , GOLD , PLTR , NVAX , GDRX

    • 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 , COIN , WMG , H , WYNN , PLNT , NCLH , SAVE

    • 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

  • earnings – DIS , BMBL , WEN

    • MTCH (aka tinder) recently showed struggles to keep up numbers – we’ll see how bumble compares!

  • july consumer price index (cpi)

  • june wholesale inventories

• thurs

  • earnings – BAM , BIDU , RIVN , GOOS , POSH , WPM

    • wheaton precious metals (missed expectations three quarters in a row and for q1 '22 met expectations)

  • july producer price index (ppi)

• 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!

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💡 something im thinking about

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