Last week in CO: What Did Meta Buy? … Mamdani Won … How Stablecoins Could Fail … Uber’s AWS Era …
Weekend links: AI Talent Wars … The AI Plant Wars … App Store Tiers … Tesla’s influencers … MCP: The Universal Plugin System …
Monday
Notable earnings: 🦗
U.S. economic events: Chicago PMI, Fed Speeches: Bostic, Goolsbee, Dallas Fed Manufacturing Index, Quarterly Grain Stocks (Soy, Wheat, Corn)
Global economic events: Housing Starts (Japan), Import Prices (Germany), GDP Growth Rate (United Kingdom), Balance of Trade (Turkey, South Korea), Loans to Households and Companies (Euro Area), Inflation Rate (Italy, Germany), Manufacturing Production (India), Budget Balance (South Africa)
Tuesday
Notable earnings: 🦗
U.S. economic events: ISM Manufacturing Prices and New Orders, JOLTs Job Openings & Quits, Construction Spending MoM, LMI Logistics Managers Index, Redbook YoY
Global economic events: Consumer Confidence (Japan), Unemployment (Germany), Consumer Inflation Expectations (Euro Area), Business Confidence (Mexico), Inflation Rate (South Korea), ECB Forum on Central Banking
Wednesday
Notable earnings: 🦗
U.S. economic events: MBA Mortgage ( 30-yr Rate, Applications, Market Index, Refinance Index, Purchase Index)
Global economic events: Budget Balance (France), Unemployment Rate (Italy, Euro Area), S&P Global Manufacturing PMI (Canada), Unemployment Rate (Russia), Stock Investment by Foreigners (Japan), Balance of Trade (Australia)
Thursday
Notable earnings: 🦗
U.S. economic events: ISM Services (Business Activity, Employment, New Orders, Prices), Unemployment Rate, Factory Orders, Jobless Claims, Balance of Trade, Average Hourly Earnings
Global economic events: Balance of Trade (Canada), HCOB Composite & Services PMI (Euro Area), Household Spending (Japan), New Car Registrations (France, Germany, Italy)
Friday
Happy July 4th!
Notable earnings: 🦗
U.S. economic events: 🇺🇸
Global economic events: Foreign Exchange Reserves (South Africa), Industrial Production (Italy, Spain), Consumer Confidence (Spain)
maybe some good 'bad news' drops Thursday afternoon 🫣