下周的股市面临潜在的catalysts 因为6月份开始了。考虑到股市仍接近纪录高点,并试图在其间振幅,突破最高点后会不会向上wild ride?
下周:希腊的deadline仍然困扰,以及预定的OPEC会议。
在未来一周: 制造业景气的数据,汽车销售和就业增长报告将主宰股市。如果在未来的一周给出的数据是类似近期的住房数量,那么它会支持这样的观点:即美联储可能会在九月加息。如果希腊未能制定出协议或未能支付,美元和债券市场会有大波动。
Economic Drivers for the Week Ahead in the Stock Market
有大量的重要经济数据会影响下一周的股市。第一季度盈余季节已经结束。周一:ISM manufacturing; 周二:汽车销量;周五的五月就业报告,这些可能会左右MM以及美联储加息预期。
另外海外市场,China PMI数据将在周日,欧洲的通胀数据周二公布在欧洲央行利率会议之后。
Companies Reporting in the Week Ahead in the Stock Market
Monday: NGL Partners, PVH, Humana
Tuesday: Medtronic, Dollar General, Cracker Barrel
Wednesday: Vera Bradley, Five Below, Brown Forman
Thursday: JM Smuckers, Lands End, Joy Global, Ciena, Diamond Foods, Cooper Cos, Verifone
Friday: N/A
Stocks to Consider for the Week Ahead in the Stock Market
** Raytheon,一个导弹防御系统 --- 盈利具有扎实的收益率 - 使得公司rank strong buy。
Lockheed Martin at current levels is also inexpensive and the stock could get a boost when the F-35 Joint Strike Fighter is likely to be declared ready for combat by the Marines this summer, and the Air Force is expected to follow up next year.
Medical device maker Medtronic Plc is likely to beat Wall Street expectations. When the company reports fourth-quarter results on Tuesday, it is expected to have performed strongly in various segments including the surgical solutions business from its recent acquisition - Covidien.
JM Smucker Co, the maker of Folgers coffee and Jif peanut butter, is likely to report fourth-quarter sales on Thursday, above analysts' average estimate. The company said in February it expects a modest decrease in net sales in the fourth quarter as demand for its coffee products is likely to stay low due to price increases in the United States. But the coffee business is likely to get back on track later this year as bean prices stabilize and the company introduces smaller Folgers coffee cans to win back customers it lost after raising prices.
Verifone Systems Inc is expected to report second-quarter profit and revenue above the average analyst estimate on Thursday. Verifone expects its European business to get more clients as the industry continues to upgrade to near field communication technology.
Chinese company Yingli Green Energy Holding Co Ltd reports first-quarter results on Friday. It is expected to report a smaller loss for the eighth straight quarter, helped by strong global demand for solar panels. Yingli, which flagged this month its inability to continue as a "going concern" due to substantial indebtedness, has been hurt by rising expenses as it moved manufacturing globally to bypass trade tariffs.
Conclusion for the Week Ahead in the Stock Market
Many traders expect the negative mood that was set last Friday to continue on Monday。然而,在过去的六个月中,MM在最后交易当月with a loss,但对下一个月的第一天,S&P 500 on the first day of the following month was higher three out of six times.
Historically, according to market data and analysis firm Kensho, all three indexes have turned in negative performances on average for the month of June – with the DOW, for instance, being down eight of the last 10 Junes and it has averaged a 1.6 percent decline. According to Bespoke, the month of June is the second-worst performer for the Dow over the past 20 years. The trend set in May might offset this downside.
The roller-coaster ride有望在本周继续,并可能延续在未来的几个星期,直到下一个财报季节。