A Short But Stacked Week

Hello and welcome! 👋 Despite its holiday-shortened status, this week is absolutely stacked!

Tuesday kicks things off with durable goods orders, home prices via the Case-Shiller index, and a read on consumer confidence.

Wednesday chills a bit with just the FOMC minutes, but Thursday’s back with jobless claims, pending home sales, and a Q1 GDP revision.

And then there’s Friday, dropping the Fed’s favorite inflation gauge—PCE—to close out the week.

Over in earnings land, it’s the final big hurrah of the season, and the lineup’s giving major season finale energy:

Tuesday: AutoZone, Okta, BOX, Semtech
Wednesday: Nvidia, Salesforce, Abercrombie & Fitch, C3.ai, Macy’s, Synopsys, HP, Dick’s, Capri Holdings, U-Haul
Thursday: Costco, Best Buy, Dell, Marvell, Zscaler, Li Auto, Ulta, Gap, Bath & Body Works, Burlington, Cracker Barrel
Friday: Target, PDD, Diageo, Trump Media & Tech Group, Ralph Lauren, Zoom, e.l.f. Beauty, Urban Outfitters

Remember, on Tuesdays and Thursdays we deliver abridged emails. We’ll be back in full swing for Wednesday’s newsletter.👊👊