Tuesday, July 15:
- Hostilities will begin as usual with the major US banks, which are considered the barometer of the country's macroeconomic situation: JPMorgan, Wells Fargo, and Citigroup.
Wednesday, July 16:
- The banks that did not report the day before will take center stage: Bank of America, Morgan Stanley, and Goldman Sachs.
- Also in the US, healthcare and real estate will be in the spotlight with Johnson & Johnson and Prologis.
- In Europe, Compagnie Financière Richemont, owner of jewellers Cartier and Van Cleef & Arpels, watchmakers Vacheron Constantin and Piaget, and ready-to-wear brand Dunhill, will give us an initial glimpse of the luxury market.
- The same logic applies to semiconductors with ASML.
- In mining, giant Rio Tinto will attempt to turn things around after a series of lackluster results.
Thursday, July 17:
- If the reports are good, Swiss laboratories Novartis and ABB and US company Abbott Laboratories could well approach their stockmarket peaks of the beginning of the year.
- Truck manufacturer AB Volvo will give analysts a chance to gauge the level of industrial demand.
- In the US, PepsiCo's figures will provide an indication of current US household consumption. Cintas' figures will give a snapshot of US businesses, particularly SMEs.
- Other companies reporting include Netflix, GE Aerospace, Marsh & McLennan in insurance, and Elevance Health in health insurance. In Europe, Investor AB, Vinci, and Nordea Bank will also report.
Friday, July 18:
- American Express has high expectations to meet. The stock is currently trading at historic highs.
- The publication of 3M's results will mark the first full year under the leadership of new CEO Bill Brown.
- In the banking sector, one latecomer will be reporting: Charles Schwab.
