RH RH leads this week's calendar reporting Monday night. The $13B luxury home furnishings brand faces margin scrutiny as war volatility pressures discretionary spending. PRGS Progress Software delivers Q1 results Monday afternoon.
CAG Conagra Brands reports Q3 Tuesday as the $12B packaged foods giant navigates commodity inflation. MKC McCormick delivers Q1 results Tuesday morning showing spice and seasoning demand stability. Consumer staples earnings test pricing power amid fuel cost surges.
MSM MSC Industrial reports Q2 Wednesday morning. The $10B industrial distributor indicates manufacturing sector health as defense spending accelerates.
Energy markets remain chaotic with fuel costs up nearly $5B since Iran conflict began per FT reporting. Ships forgo cargo to carry fuel as prices soar creating supply chain disruption. Trump extended Iran talks deadline after Wall Street posted its worst day since the crisis started.
Zero IPOs scheduled as capital markets stay frozen. Traditional 60-40 portfolios suffered their worst month since 2022 with stocks and bonds declining together. Investors found nowhere to hide as inflation fears sent Treasury yields higher.
The Fed held rates but multiple central banks turned hawkish. Gold fell for a third week running despite safe haven demand.
ORTEX Market Intelligence content is generated by AI from a snapshot of ORTEX's proprietary data. Content is informational only and does not constitute investment advice.
