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Day Ahead: Top 3 Things to Watch

Published 10/01/2018, 04:55 PM
© Reuters.  PepsiCo reports earnings before the bell.
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Investing.com - Here’s a preview of the top 3 things that could rock markets tomorrow.

1. Pepsi Profit Expected to Climb

While earnings season doesn’t really pick up until the middle of the month, the names on the lighter calendar are bigger.

PepsiCo (NASDAQ:PEP), known for its cola but driven more by its snack business now, will report results before the bell tomorrow.

On average, analysts are expecting that the company earned $1.57 per share. Sales are expected to edge up just slightly to about $16.4 billion, suggesting that analysts expect margins to strengthen to boost earnings.

Shares of Pepsi have been climbing since a low in May, but are down year to date.

2. Powell Speaking Midday

The economic calendar is also sparse tomorrow. The ISM New York business conditions index arrives at 9:45 AM ET (13:45 GMT).

But at 12:00 PM ET, the market will get remarks from Federal Reserve Chairman Jerome Powell.

Powell will speak at the 60th National Association for Business Economics Annual Meeting in Boston.

It’s only been a short time since Powell gave his press conference after the Fed decided to boost rates. But that won’t stop investors from parsing his remarks for any clue on the probability of another rate hike in December.

Right now, traders are pricing in about a 77% chance of another rise, according to Investing.com’s Fed Rate Monitor Tool.

3. Oil Rally Still Running

Oil prices will be closely watched tomorrow to see if they can lift energy stocks further.

The S&P Energy Sector index rose about 1.5% today as crude continued to rally on worries that there will not be enough supply to make up for a loss of Iranian exports.

Both Brent and WTI are up about 25%, on average year to date, on worries that neither the combined forces of Russian and Saudi Arabian production or the sheer dynamism of U.S. shale, which flooded the world with cheap oil between 2014 and 2017, will be enough to counter the projected global shortfall in supply from November. Many analysts now think $100 for Brent might be possible by the year end or in early 2019.

After the bell tomorrow, the API will release its latest weekly figures on inventories. Stockpiles came in at about 2.9 million the previous week.

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