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Key Events This Week: PPI, Industrial Production, Q1 Earnings, Iran War
Key Events This Week: PPI, Industrial Production, Q1 Earnings, Iran War
When it comes to the week ahead, clearly the Iran conflict will be the main focus, but there are a few other things to look out on the calendar.
First, the Q1 earnings season will start to kick off, with this week’s releases including several US financials. DB's equity strategists have a full preview, and they argue that the bottom up-analyst consensus for S&P 500 earnings growth accelerating into the mid-teens (16%) is justified by a favorable macro environment (full...
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Brazil's Socialist President Sees Lead Disappear As Bolsonaro Heir Turns Presidential Election Into Coin Toss
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Brazilian socialist President Luiz Inácio Lula da Silva and right-wing Senator Flávio Bolsonaro are virtually tied as August comes to a close, according to UBS analysts citing new polling data, turning October's presidential election into a potential coin toss. A Bolsonaro victory would accelerate the eradication of left-wing rule across South America as the continent undergoes a once-in-a-generation rightward political realignment. That shift may also offer an early signal of Europe's upcoming 18-month election...
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