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Day Ahead: Top 3 Things to Watch

Published 10/14/2019, 03:40 PM
Updated 10/14/2019, 05:14 PM
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Investing.com - Here's a preview of the top 3 things that could rock markets tomorrow.

1. Big Banks Roll out Earnings

Wall Street banks get the third-quarter earnings season underway in earnest on Tuesday, with JPMorgan (NYSE:JPM), Goldman Sachs (NYSE:GS), Citigroup (NYSE:C) and Wells Fargo (NYSE:WFC) due to report.

The plethora of earnings come amid a challenging environment for banks, with their net interest margin – the difference between the rates they charge on loans and the rates they pay on deposits and borrowings – coming under pressure amid recent Fed rate cuts.

Declining rates, however, have led to an increase in mortgage applications, which will likely prove a boon the banks’ mortgage portfolios.

JPMorgan is expected to report earnings of $2.45 per share on revenue of $28.5 billion, Citi earnings of $1.95 a share on revenue of $18.5 billion, Goldman Sachs earnings of $4.86 per share on revenue of $8.3 billion and Wells Fargo earnings of $1.22 a share on revenue of $21 billion.

2. Fed Speak on Watch

There’s little top-tier the data on the economic calendar on Tuesday, but Federal Reserve speakers are on the agenda.

With the Federal Reserve’s monetary policy meeting just weeks away, speeches from Atlanta Fed President Raphael Bostic due at 9:00 AM ET (1300 GMT), Kansas City Fed President Esther George at 12:45 PM ET (16:45 GMT) and San Francisco Fed President Mary Daly at 3:30 PM ET (19:30 GMT) will be parsed for clues on monetary policy.

The odds of an October rate cut stand at about 71%, according to Investing.com’s Fed Rate Monitor Tool.

3. United Airlines Flies in Q3 Report

United Airlines Holdings (NASDAQ:UAL) is set to report its third-quarter earnings results on Tuesday after the market closes.

Ahead of the earnings print, the grounding of Boeing's (NYSE:BA) 737 Max aircraft has proved bittersweet for carriers like United that fly the much-maligned jets, which were involved in two deadly crashes. Carriers have had to fork out millions of dollars to maintain grounded planes. At the same time, they've seen capacity fall sharply, while the percentage of seats filled on flights globally rising sharply.

United confirmed that the 737 Max would be removed from its schedule until Jan. 6.

United is expected to report earnings of $3.96 per share on revenue of $11.41 billion, up from $3.07 a share and $10.96 billion in revenue a year ago.

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