The stocks to watch in a critical earnings season

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

Commodities, Investments, Economics, Trading, News, Stocks, Oil, Uranium, Business News, Crypto, Investing, Crisis, Business, Gold, Industry, Debt, Macroeconomics, Talk, Research, Personal, Geopolitics, Curzio, Finance, Tokens

4.6 • 1.1K Ratings

🗓️ 26 July 2022

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

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Summary

I’m traveling this week for a family vacation. And whenever I leave, the markets seem to move lower… Walmart is keeping the trend alive by announcing negative news, pushing shares down around 10%. I explain what Walmart’s announcement means for investors as inflation rages. Right now, the market is focused on two things: The Fed meeting Wednesday and the GDP report due out Thursday. I break down what I expect the outcomes to be… I also tell you which companies to pay attention to this wild earnings season… especially Ford. In this episode [Aim for 5 bullets max]: Two focal points for markets [3:00] How high will interest rates will go before the Fed pauses? [8:00] The stocks and sectors to pay attention to [11:50] What Ford’s been lying about [14:48] The standout stock of the seas [19:15] Why you want to be long going into September [24:15] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :

Transcript

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0:00.0	Wall Street Unplug looks beyond the regular headlines,
0:05.0	heard on mainstream financial media to bring you unscripted interviews
0:08.7	and breaking commentary direct from Wall Street, right to you on Main Street.
0:12.7	What's going on there? It's July 26th.
0:18.4	I figure it's just the Wall Street Unplug podcast where I break the headlines,
0:21.7	and, duh.
0:27.4	Tell you what's really moving these markets.
0:31.8	So I am leaving for vacation all the while that's him out of here.
0:35.3	Don't bother me. Don't call me. I don't care if the market crashes.
0:38.6	Doesn't matter.
0:40.7	I'm just kidding. I'm just preparing you because I feel like every time I have
0:43.6	a business trip, I'm going someplace for business because I really haven't
0:46.8	taken, you know, probably outside the, not even outside the country,
0:52.7	but really a nice trip, my family in a while since COVID.
0:55.4	And we're going to Dominican, which is a lot of fun.
0:57.7	But every time I've gone on a business trip, it seems like the market crashes.
1:02.7	And now we see Walmart come out and warn.
1:07.9	So it is earning season, but Walmart was not reporting on schedule.
1:12.6	It came out early actually.
1:13.9	So we saw them warn.
1:16.9	And man, it was a pretty big warrant.
1:18.7	So bringing down earnings estimates for next court.
	...

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