A monster earnings week ahead
The earnings season really kicks into gear this week with releases from US heavyweights such as PayPal, Exxon Mobil, UPS, Starbucks, Alphabet, Meta Platforms, AbbVie, Qualcomm, Honeywell, and Amazon. In Europe many large companies will also report such as UBS, Novo Nordisk, Orsted, Banco Santander, Novartis, Nokia, Infineon Technologies, ABB, Roche and UniCredit. Unless US long-term interest rates move higher we expect earnings this week to bolster sentiment and support the view that companies for now are able to pass on inflationary pressures.
Monday: Ryanair, Komatsu, NXP Semiconductors
Tuesday: Novozymes, Keyence, UBS Group, Exxon Mobil, PayPal, UPS, AMD, Starbucks, Gilead Sciences, GM, Electronic Arts
Wednesday: Novo Nordisk, Orsted, Kone, Sony, Mitsubishi UFJ Financial, Denso, Prudential, Telenor, Banco Santander, Hexagon, Swedbank, Novartis, Alphabet, Meta Platforms (Facebook), Alibaba, AbbVie, Qualcomm, Thermo Fisher Scientific, Ferrari, Spotify Technology, DR Horton
Thursday: Suncor Energy, Danske Bank, Nokia, Dassault Systemes, Siemens Healthineers, Infineon Technologies, Merck KGaA, Enel, Nintendo, SoftBank, Mitsubishi, Takeda, Shell, ING Groep, BBVA, Siemens Gamesa Renewable Energy, Nordea, Roche, ABB, Amazon, Eli Lilly, Merck & Co, Honeywell, ConocoPhillips, Estee Lauder, Ford Motor, Fortinet, Friday: Carlsberg, Sanofi, Vinci, UniCredit, Intesa Sanpaolo, Assa Abloy, Bristol-Myers, Regeneron Pharmaceuticals