Wall Street Breakfast Earnings season kicks off
Jul 13, 2025
Big banks and Netflix are set to reveal their earnings, stirring excitement in market circles. The June Consumer Price Index is expected to rise, adding to the financial landscape's complexity. In a record-breaking twist, Amazon enjoyed its largest Prime Day ever. Competitive bidding for Formula 1 streaming rights features a major tech player making waves. Meanwhile, insights into dividend increases and UBS’s stock evaluations provide a glimpse into the investing world's latest trends.
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Big Banks' Earnings Outlook
- Big banks like JPMorgan and Wells Fargo face earnings headwinds from lower interest rates and increased borrowing.
- However, strong credit loss allowances and low non-performing assets offer some downside protection.
Netflix's Growth Drivers
- Netflix is expected to grow revenue and margins through global scale, bundling, and advertising.
- Analysts raised price targets anticipating improved performance and lower churn.
Inflation Trends for June CPI
- June CPI is expected to show slight inflation increase, signaling a gradual inflation pickup.
- Tariff effects may cause a bump in core goods prices, but consumer fatigue and softer services inflation limit spikes.