Bell Ringers Podcast: Dovish Powell, Markets Rally, Earnings Season Kicks Off

Published 07/14/2019, 05:13 AM
Updated 09/02/2020, 02:05 AM

Join Investing.com senior analysts Jesse Cohen and Clement Thibault as they review the most significant events to rock financial markets last week and discuss what’s in store for the week ahead.

The format is simple: the two spend three minutes talking about each topic; a bell sounds when time is up, whereupon they move to the next topic.

You can listen to this week's episode on Spotify here: https://open.spotify.com/episode/0E7fucR1aIcIQBBOVkobBW

The episode begins with: thoughts on Federal Reserve Chair Jerome Powell’s testimony to Congress, in which he sent his clearest signal yet that the U.S. central bank will cut interest rates for the first time in a decade later this month (01:15-04:15).

Next up: the two discuss Wall Street’s upbeat performance in the wake of Powell’s dovish remarks, which saw the S&P 500 breaking above the 3,000-level for the first time, while the Nasdaq Composite and Dow Jones Industrial Average also reached all-time highs (04:15-07:15).

Finally, the pair touch on Facebook's (NASDAQ:FB) record-breaking $5 billion FTC fine to settle an investigation into its mishandling of users’ personal information (07:15-10:15).

Turning their attention to the week ahead, the duo provides thoughts on what to expect from the upcoming Q2 earnings season, which kicks into high gear in the coming days (10:30-13:45).

They also discuss which sectors and stocks to focus on, with names like JPMorgan Chase & Co (NYSE:JPM), Goldman Sachs (NYSE:GS), Netflix (NASDAQ:NFLX), Microsoft (NASDAQ:MSFT) and IBM (NYSE:IBM) all set to report their latest quarterly results this week (13:45-17:45).

The two share address the upcoming reading on U.S. retail sales data, due on Tuesday, as well as China GDP figures on Monday, and what they could mean for markets (17:45-21:15).

To close out the episode, each analyst reviews their stock of the week: Amazon (NASDAQ:AMZN) for Jesse (21:15-22:45) and Boeing (NYSE:BA) for Clement (22:45-24:15).

Find us on Twitter for feedback @Investingcom, @BellRingersPod, @JesseCohenInv, and @ClemThibault!

Disclaimer: At the time of writing, neither Jesse nor Clement own shares in any of the companies mentioned. The views discussed in the podcast are solely the opinion of the hosts and should not be taken as investment advice.

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