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![neilksethi Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2252413050.png) Neil Sethi [@neilksethi](/creator/twitter/neilksethi) on x 12.3K followers
Created: 2025-07-19 13:00:20 UTC

Enjoy the weekend. After a busy week, we’ll get a lighter one next week before we get “one of those weeks” to end the month (a packed schedule of economic and earnings reports and central bank policy decisions along with the Aug 1st scheduled implementation date for Pres Trump’s new tariffs). For next week though, it’s lighter on the economic calendar with the headliners flash PMI’s, new and existing home sales, durable goods orders, and weekly jobless claims.

The Fed will be in their blackout period (it appears Chair Powell will be making opening remarks at a banking conference, but given he’s a stickler for the rules I doubt he’ll say anything about monetary policy).

Earnings though will heat up with XXX SPX components representing XX% of the SPX (by earnings weight) reporting with XX >$100bn (GOOG/GOOGL, TSLA, KO, PM, IBM, TMUS, BX, RTX, NOW, TXN, T, ISRG, VZ, TMO, GEV, BSX, NEE, HON, COF, DHR, UNP, APH, CB, LMT, LMT, CME (and INTC is right there at $99.5bn).

Ex-US the global calendar is light as well (highlights from JPM).

![](https://pbs.twimg.com/media/GwON2CYWcAAUGCn.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946555706003320917/c:line.svg)

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[$spx](/topic/$spx)
[fed](/topic/fed)

[Post Link](https://x.com/neilksethi/status/1946555706003320917)

[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.]

neilksethi Avatar Neil Sethi @neilksethi on x 12.3K followers Created: 2025-07-19 13:00:20 UTC

Enjoy the weekend. After a busy week, we’ll get a lighter one next week before we get “one of those weeks” to end the month (a packed schedule of economic and earnings reports and central bank policy decisions along with the Aug 1st scheduled implementation date for Pres Trump’s new tariffs). For next week though, it’s lighter on the economic calendar with the headliners flash PMI’s, new and existing home sales, durable goods orders, and weekly jobless claims.

The Fed will be in their blackout period (it appears Chair Powell will be making opening remarks at a banking conference, but given he’s a stickler for the rules I doubt he’ll say anything about monetary policy).

Earnings though will heat up with XXX SPX components representing XX% of the SPX (by earnings weight) reporting with XX >$100bn (GOOG/GOOGL, TSLA, KO, PM, IBM, TMUS, BX, RTX, NOW, TXN, T, ISRG, VZ, TMO, GEV, BSX, NEE, HON, COF, DHR, UNP, APH, CB, LMT, LMT, CME (and INTC is right there at $99.5bn).

Ex-US the global calendar is light as well (highlights from JPM).

XXXXX engagements

Engagements Line Chart

Related Topics $ung $gld $dxy $tnx $rut $ndx $spx fed

Post Link

post/tweet::1946555706003320917
/post/tweet::1946555706003320917