[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Quasar Markets [@QuasarMarkets](/creator/twitter/QuasarMarkets) on x 126.4K followers Created: 2025-07-18 14:48:20 UTC 📊 Earnings Superweek (Jul 21–25) will test the macro narrative across sectors. 🔍 Insight Watchlist: 👨💼 Consumer Health & Sentiment Before: $KO, $DPZ, $PM After: $CMG, $ORLY ➡️ Are consumers trading down, staying in, or still spending on premium? 🛠️ Industrial Strength & Capex Cycle $GEV, $HON, $RTX, $LMT, $UNP, $SHW ➡️ Defense, rail, and manufacturing will signal private/public investment health. 💻 Tech & AI Infrastructure $TSLA, $GOOGL, $GOOG, $NOW, $INTC, $SAP, $TXN ➡️ Is AI CapEx still scaling? Watch cloud, chips, and automation commentary. 🏦 Financial Conditions $BX, $COF, $CB, $CME ➡️ Do we see risk appetite, tightening credit, or excess liquidity? 🏥 Healthcare & Innovation $TMO, $ISRG, $HCA ➡️ Post-election regulatory tones & surgical volumes give us forward healthcare indicators. 🏗️ Housing & Real Assets $DHI, $FCX, $NEM, $DLR ➡️ Look for reads on inflation hedges and housing momentum as rates recalibrate. ⚙️ Macro Thermometers $VZ, $T, $NEE ➡️ Infrastructure + telecom = pulse of utility + consumer leverage. 💥 Key Meta Themes: Pricing power vs. margin compression AI hype vs. earnings reality Defensive rotation or growth resilience? 👁️ This week is a macro-micro fusebox. Watch EPS beats, forward guidance, FX headwinds, and capex intention. The global reacceleration hinges on more than a soft landing—it needs visibility. 🧠 Stay sharp. Volatility will reward the prepared. $SPY $QQQ $DIA XXXXX engagements  **Related Topics** [unp](/topic/unp) [hon](/topic/hon) [$dpz](/topic/$dpz) [Sentiment](/topic/sentiment) [watchlist](/topic/watchlist) [macro](/topic/macro) [quasar](/topic/quasar) [$ko](/topic/$ko) [Post Link](https://x.com/QuasarMarkets/status/1946220498612072655)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Quasar Markets @QuasarMarkets on x 126.4K followers
Created: 2025-07-18 14:48:20 UTC
📊 Earnings Superweek (Jul 21–25) will test the macro narrative across sectors.
🔍 Insight Watchlist:
👨💼 Consumer Health & Sentiment Before: $KO, $DPZ, $PM After: $CMG, $ORLY ➡️ Are consumers trading down, staying in, or still spending on premium?
🛠️ Industrial Strength & Capex Cycle $GEV, $HON, $RTX, $LMT, $UNP, $SHW ➡️ Defense, rail, and manufacturing will signal private/public investment health.
💻 Tech & AI Infrastructure $TSLA, $GOOGL, $GOOG, $NOW, $INTC, $SAP, $TXN ➡️ Is AI CapEx still scaling? Watch cloud, chips, and automation commentary.
🏦 Financial Conditions $BX, $COF, $CB, $CME ➡️ Do we see risk appetite, tightening credit, or excess liquidity?
🏥 Healthcare & Innovation $TMO, $ISRG, $HCA ➡️ Post-election regulatory tones & surgical volumes give us forward healthcare indicators.
🏗️ Housing & Real Assets $DHI, $FCX, $NEM, $DLR ➡️ Look for reads on inflation hedges and housing momentum as rates recalibrate.
⚙️ Macro Thermometers $VZ, $T, $NEE ➡️ Infrastructure + telecom = pulse of utility + consumer leverage.
💥 Key Meta Themes:
Pricing power vs. margin compression
AI hype vs. earnings reality
Defensive rotation or growth resilience?
👁️ This week is a macro-micro fusebox. Watch EPS beats, forward guidance, FX headwinds, and capex intention. The global reacceleration hinges on more than a soft landing—it needs visibility.
🧠 Stay sharp. Volatility will reward the prepared. $SPY $QQQ $DIA
XXXXX engagements
Related Topics unp hon $dpz Sentiment watchlist macro quasar $ko