PepsiCo, JPMorgan And Wells Fargo To Kick Off Earnings Season As Investors Eye S&P 500 Near Record Highs: Interest Rates And Inflation In Focus
PepsiCo, JPMorgan And Wells Fargo To Kick Off Earnings Season As Investors Eye S&P 500 Near Record Highs: Interest Rates And Inflation In Focus
Meanwhile, As the earnings season approaches, PepsiCo Inc (NASDAQ:PEP) is poised to lead the way on Tuesday, with significant banks like JPMorgan Chase & Co (NYSE:JPM) and Wells Fargo & Co (NYSE:WFC) following suit on Friday. Investors are eagerly watching as the S&P 500 hovers near record levels.
隨着業績期的臨近，百事公司（納斯達克：PEP）有望在週二帶頭，包括摩根大通銀行（紐交所：JPM）和富國銀行（紐交所：WFC）等重要銀行將在週五緊隨其後。投資者正急切關注隨着標普500指數接近創紀錄水平。
What Happened: Wall Street is predicting a 4.6% increase in S&P 500 earnings, marking the fifth consecutive quarter of growth, as reported by FactSet. Analysts have set bottoms-up earnings per share estimate of $60.82 for the third quarter, reported Business Insider.
發生了什麼：華爾街預測標普500指數的收益將增長4.6%，這標誌着連續第五個季度的增長，據FactSet報道。分析師已爲第三季度設置了每股收益的底部估計爲60.82美元，據Business Insider報道。
Key themes include the adoption of artificial intelligence, consumer health, and the influence of lower interest rates. John Belton from Gabelli Funds expressed concerns over AI investments not yet leading to increased revenues.
關鍵主題包括人工智能的採納，消費者健康以及低利率的影響。Gabelli基金的John Belton表示，對尚未導致收入增加的人工智能投資表示擔憂。
Meanwhile, Tom Hainlin from U.S. Bank Wealth Management emphasized the significance of declining inflation, moderating interest rates, and stable 2025 earnings projections in supporting stock prices.
與此同時，美國銀行财富管理的Tom Hainlin強調了通脹下降、利率穩定以及支持2025年盈利預測的股價的重要性。
Investors will also be monitoring consumer health, focusing on credit delinquencies and spending behavior. The Federal Reserve's recent interest rate cut will be scrutinized for its effects on rate-sensitive sectors and smaller companies. Lower mortgage rates are anticipated to boost the housing market, according to Hainlin.
投資者還將關注消費者健康，重點關注信用違約和消費行爲。聯儲局最近的減息將受到嚴格審查，看看它對利率敏感行業和中小企業的影響。據Hainlin稱，預計房屋貸款利率下降將提振房地產市場，從7月底以來每週房屋抵押貸款申請的增加了近50%，達到自2022年中以來的最高點。
"Lower mortgage rates are breathing some life back into the housing market, evidenced by a ramp up in weekly mortgage applications by almost 50% since the end of July, to the highest point since mid-2022," Hainlin said, according to the report.
「房屋抵押貸款利率的降低讓房地產市場重新煥發活力，自7月底以來房屋抵押貸款申請每週增加了近50%，達到自2022年中以來的最高點，」據報告稱Hainlin表示。
Why It Matters: The upcoming earnings season is crucial for the S&P 500, which has experienced a remarkable $8 trillion surge, driven by expectations of a relaxed monetary policy and strong profit forecasts.
爲何重要：即將到來的業績期對標普500指數至關重要，該指數已經經歷了800萬億美元的顯著增長，原因是受到寬鬆的貨幣政策和強勁的利潤預測的推動。
As U.S. banks prepare to report their third-quarter earnings, investor attention is focused on the potential for a soft landing in the economy and the impact of Federal Reserve rate cuts on bank valuations.
隨着美國銀行準備報告第三季度的收益，投資者的注意力集中在經濟軟着陸的可能性以及聯儲局減息對銀行估值的影響上。
Analysts remain cautiously optimistic about the outlook for bank stocks, with a softer rate environment expected to boost customer activity, particularly in investment banking and mortgage lending.
分析師對銀行股前景仍保持謹慎樂觀，預計較輕鬆的利率環境將推動客戶活動，特別是在投資銀行業務和抵押貸款方面。
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Image Via Shutterstock
圖片來自Shutterstock。
This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote
本報道使用Benzinga Neuro生成，並由Kaustubh Bagalkote
譯文內容由第三人軟體翻譯。
