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Preview of the Q4 Earnings Season for U.S. Stocks: Low Market Expectations May Lead to Surprises; AI Trade and Tech Giants Face Tests!
① This week, a new round of the US earnings season will kick off, with financial giants such as Goldman Sachs, Morgan Stanley, and JPMorgan set to release their results first; ② Analysts expect overall earnings growth for S&P 500 components to be approximately 13% in 2025 and potentially rise above 15% in 2026, but this forecast is based on the assumption of a 'soft landing' for the economy.
The five largest U.S. banks will kick off the Wall Street earnings season, with attention on these four key highlights!
JPMorgan is leading the earnings season, followed closely by Bank of America, Citi, Goldman Sachs, and Morgan Stanley. The recovery in investment banking performance, rising compensation levels, and the implementation phase of AI create a confluence of variables, making this earnings season a critical window for assessing industry trends.
Trump calls for 10% credit card interest rate cap; UBS Group warns: It could negatively impact the public instead
① UBS Group warned on Monday that US President Trump's idea of capping credit card interest rates could backfire; ② UBS Group noted that although this plan aims to alleviate the high borrowing costs faced by Americans, it would ultimately have a negative impact on the general public; ③ Analysts at UBS Group pointed out that credit card issuers are more likely to tighten credit issuance for certain borrowers rather than simply offering low-interest loans.
Top Stocks With Earnings This Week: TSMC, Big Banks And More
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Best and Worst-rated Financial Stocks Heading Into Earnings
Top Wall Street Forecasters Revamp Wells Fargo Expectations Ahead Of Q4 Earnings
Investigation into Powell Shakes Markets, U.S. Stock Futures Drop Collectively, Gold Surges | Key Highlights Tonight
①The UK Communications Authority has launched an investigation into the X platform; ②Google, in collaboration with retailers such as Walmart, is expanding AI model shopping features; ③Lululemon forecasts net revenue of $3.585 billion for the fourth fiscal quarter.
Exelixis, Citigroup And Other Big Stocks Moving Lower In Monday's Pre-Market Session