S&P 500 Index ($ SPX,detective) Today -0.14%is below, Dow Jones Industrial Index ($ Dovi,DIA)) Above +0.26%, and Nasdaq 100 index ($ IUXX,Qqqq) Below is -0.36%. September e-mine S&P Fucers (Esu25)) Below -0.17%, and September e -Mini Nasdac futures (Nqu25) The bottom are -0.37%.
Stock index today is growing low on some disappointing quarterly income results. NXP semiconductor chip manufacturers lower weight on the overall market after releasing the Q3 revenue forecasts remembering the estimates of some bullish analysts to lead. In addition, the lockheed martin is below-7% after reporting weak-to-intake Q2 and cutting its entire year EPS estimate of its entire year. In addition, Sherwin-Williams is more than -2% after reporting the Q2 adjusted EPS below the consensus, and its full-year adjusted EPS is cutting estimates.
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On the positive side, Dr. Horton is more than +10% to lead homebuilders after reporting a strong-preferabing Q3 pure sales and increasing its entire year revenue forecast. In addition, the Northrop Gramman exceeds +9% after promoting its entire year adjusted EPS forecast. In addition, bond yields fell from an altitude overnight and Treasury Secretary Besent said, “He does not see Fed Chair Powell for leaving the post right now.” 10 -year -old T -Note yield is up to 4.36% from -1BP to 4.36%
Recent trade news has put some pressure on shares. Last Wednesday, President Trump announced that he intends to send a tariff letter to more than 150 countries, informing them that his tariff may be 10% or 15%, effective from August 1. In addition, President Trump recently announced that the US would impose 30% tariffs on US imports from the European Union and Mexico.
This week, the markets will focus on any tariff news with the announcement of any new trade deals. On Wednesday, June existing home sales are expected to fall from -0.7% m/m to 4.00 million. On Thursday, weekly early unemployment claims are expected to climb from +6,000 to 227,000. In addition, July S&P US Manufacturing PMI is expected to slip from -0.4 to 52.5. Finally, on Thursday, June new house sales are expected to climb from +4.3% m/m to 650,000. On Friday, June Capital Goods is expected to increase the new order nondifence ex-aiCraft and parts +0.2% m/m.
Federal Fund futures prices are offering a discount of 58% in the following meeting for 3% cut in July 29-30 FOMC meeting and 58% in the following meeting on 16-17 September.
Markets are waiting for a heavy slate of quarterly corporate income results this week, including alphabet and Tesla on Wednesday. S&P 500 is expected to report their Q2 income results this week from about one-fifty companies. According to Bloomberg Intelligence, now the initial results are on track to increase the S&P500 for the second quarter to increase +3.2% for the second quarter. In addition, only six of the eleven S&P 500 regions are estimated to post the lowest income increase since the Yardney Research, according to Yardney Research.
Foreign stock markets are mixed today. The Euro Stoxx 50 2 -falls at the bottom of the wealth and is down -0.64%. China’s Shanghai Composite climbed to a height of 9.5 months and +0.62%was closed. Japan’s Nikkei Stock 225 -fell from 3 -week high and closed -0.11%.
Interest rates
September 10-Year’s T-Rots (Znu25) Today +2 ticks are. The yield of 10 -year T -Note is from -1.4 BP to 4.364%. T-notes recovered from overnight loss and the Treasury Secretary moved higher as a low covering on Besant’s comments, who said “he sees Fed Chair Powell no reason to leave the post right now.” T-notes were under pressure due to concern that President Trump would try to set fire to Powell, who could send bond yields more rapidly as investors question Fed’s freedom. T-Nots brought Carryover support to a high level of 2-week today from a rally in 10-year-old German Bunds.
European government bond yields are increasing less today. The 10-year-old German bund yield fell to 2.600% at the lowest level of 2-week and is 2.603% from -1.0 BP. The yield of 10 -year -old UK gilt ranges from 0.6 BP to 4.597%.
The ECB’s quarterly bank lending survey stated that “the demand for loan was supported due to the fall in interest rates, but the global uncertainty and trade stressed, and when the lenders saw the ‘minor net increase’ in the loan demand in Q2, the uptake remained weak.”
Swap is giving a discount of 1% probability of 1% for cutting -25 BP rate cut by ECB at Thursday’s policy meeting.
US Stock Movers
Weakness in chip stock is a negative factor for stock today, NXP with semiconductor NVNXPI) After predicting Q3 revenue of $ 3.05 billion to $ 3.25 billion, below -2%, below the thorny number of $ 3.20 billion. In addition, arm holdings PLC (Hand) And advanced micro device (AMD) -4%are below, and Nvidia (NVDA), Broadcom (Evgo), Lam Research (LRCX), And micron technology (MU) +Is more than 3%below. In addition, Marvel Technology (Mrvl), Applied material (Amat), And kla corp (Klac) -The more than 2%are below.
Philip Morris International (O’clock) S&P500 has more than -7% to lead losing, which is weak by +8.29% to climb the entire year’s organic revenue from +6% to +8%.
Lockheed Martin (Limited) $ 18.16 billion Q2 is more than -7% after reporting net sales, weakened by consensus of $ 18.53 billion, and its full-year EPS estimate has been cut off from a previous estimate of $ 21.70- $ 22.00 in the previous estimate of $ 27.00- $ 27.30.
Equifax (EFX) $ 1.87- $ 1.97 Q3 is more than -7% after forecast of adjusted EPS, below the consensus of $ 1.99.
General Motors (GM) Full -year adjusted Ebit is below -6% below -6% after predicting more than $ 11.37 billion from $ 10.00 billion, with midpoints below a consensus of $ 11.37 billion.
RTX Corp (RTX) It is more than $ 5.80- $ 5.95 to $ 6.00- $ 6.15 from $ 5.80- $ 5.95 after cutting its full-year EPS forecast to $ 5.80- $ 6.00- $ 6.15 after cutting from -3%, which is weak with a consensus of $ 5.98.
Sherwin-Villiams (Shw) After reporting the Q2 adjusted EPS of $ 3.38, exceeds 2%, which is unanimously weakened by $ 3.81, and its full-year adjusted EPS estimate is below the general consensus of $ 11.20- $ 11.50 $ 11.65- $ 12.05, below the general consensus of $ 11.87.
Dr. Horton (DHI) After reporting the Q3 net sales of 23,071, the homebuilders are more than +10%, better than the consensus of 22,017, and the revenue forecast of its full year is increased from $ 33.7 billion- $ 34.2 billion to $ 33.3 billion from $ 33.3.34.8 billion. In addition, Pultegroup (PHM) +Is more than 7%, the transaction (Lane) +Is more than 6%, and toll brothers (Bear) +Is more than 4%.
Iqvia holdings (IQV) After reporting Q2 revenue of $ 4.02 billion, above the consensus of $ 3.96 billion, S&P 500 has more than +14% to lead gainers.
Northrop Gramman (No objection certificate) More than $ 25.00- $ 25.40 by $ 25.95- $ 25.35 the previous forecast by $ 25.00- $ 25.40 by $ 25.00- $ 25.40 is more than +9%, which is above the consent of $ 25.17 by $ 25.00- $ 25.35.
Pakar ink.PCAR) NASDAQ 100 after extending its full-year Capex estimate of $ 700 million- $ 800 million after extending its full-year Capex estimate from $ 800 million to $ 800 million to more than 4% after growing from $ 800 million.
CSX Corp (CSXSemaphore reported that BNSF is working with Goldman Sachs to detect the acquisition of an opponent.
Calix (Pellet)) The 33 c2 -adjusted EPS is more than +1% after reporting EPS, is better than a consensus of 21 cents, and the Q3 of 31 st -37 cents forecast EPS, which is stronger than a consensus of 23 cents.
Earning Report (7/22/2025)
Every Danisson Corp (AVY), Baker Hughes cum (BKR), Capital One Financial Corp (Cof), CHUBB LTD (CB), Coca-Cola Co/The (KO), Costar Group Inc (CSGP), Danahr Corp (DHR), Dr Horton (DHII), Dr Horton (DHR), ENPHASE INCT, EQT (Enph) (Enph) Motors CO (GM), Genuine Parts CO (GPC), Holiberton CO (HAL), COS Inc./The (IPG) Interplight Group, Entuate Surgical Inc. (ISRG), Investo Limited (IVZ), IQVIA HULTIDINS Ink (IQV), MSCIR (LMI), Lockhead Martin (LMI), Lockhead Martin (LMI). ,
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