Pay attention on the go! A each day podcast of Wall Avenue Breakfast will likely be obtainable by 8:00 a.m. on Looking for Alpha, iTunes, Spotify.
William_Potter/iStock through Getty Photographs
Looking for Alpha Information Quiz
Up for a problem? Take a look at your information on the most important occasions within the investing world over the previous week. Take the most recent Looking for Alpha Information Quiz and see the way you stack up towards the competitors.
With the U.S. authorities shutdown displaying no indicators of ending, thus delaying key financial information, and renewed commerce warfare issues, market members will get a welcome new catalyst this week within the type of the kickoff of the third quarter earnings season.
Main U.S. banks will likely be within the highlight, with the biggest one, JPMorgan (JPM), set to announce its outcomes on Tuesday. Becoming a member of it is going to be Goldman Sachs (GS), Wells Fargo (WFC), and Citi (C). On Wednesday, Financial institution of America (BAC) and Morgan Stanley (MS) will report. Traders will even get monetary updates from Johnson & Johnson (JNJ) and American Categorical (AXP).
Merchants will even be cautious after Wall Avenue skilled its worst selloff because the April tariff shock on Friday. Sentiment took a heavy beating after President Donald Trump accused China of “hostile” export controls on uncommon earths and stated the U.S. would impose an extra 100% tariff on merchandise from the Asian nation. Any additional dialogue or back-and-forth between Trump and China will likely be carefully watched.
Earnings
Earnings highlight: Monday, October 13: Fastenal (FAST). See the complete earnings calendar.
Earnings highlight: Tuesday, October 14: JPMorgan (JPM), J&J (JNJ), Wells Fargo (WFC), Goldman Sachs (GS), BlackRock (BLK), Citigroup (C). See the complete earnings calendar.
Earnings highlight: Wednesday, October 15: Financial institution of America (BAC), Morgan Stanley (MS), Abbott Laboratories (ABT). See the complete earnings calendar.
Earnings highlight: Thursday, October 16: Charles Schwab (SCHW), Financial institution of NY Mellon (BK), U.S. Bancorp (USB). See the complete earnings calendar.
Earnings highlight: Friday, October 17: American Categorical (AXP), State Avenue (STT). See the complete earnings calendar.
Rida Morwa and Will Barton (Past Saving) lead a powerhouse workforce of six seasoned earnings buyers at Excessive Dividend Alternatives (HDO) – Looking for Alpha’s #1 service for dividend and earnings investing. For practically a decade, HDO has helped members earn dependable, excessive single-digit yields by way of expertly curated mannequin portfolios, real-time purchase/promote alerts, dividend monitoring instruments, and an engaged investor neighborhood.
Right here’s a have a look at two of HDO’s newest takes:
Retiring Overseas? Right here Are Some Key Issues (Free write-up) – Retiring overseas is changing into more and more standard amongst People, with over 760,000 now accumulating Social Safety advantages abroad. Many are drawn by decrease dwelling prices, higher healthcare choices, and the attract of recent experiences. Nevertheless, retirement overseas includes extra than simply discovering a scenic vacation spot – it requires cautious consideration of healthcare entry, visa and immigration guidelines, language and cultural obstacles, tax implications, and monetary administration. Guaranteeing authorized compliance, political stability, and safe housing preparations is essential. The article emphasizes that whereas retiring overseas might be rewarding, it calls for considerate planning to make sure consolation, security, and sustainability all through one’s golden years.
My High Decide For October Yields 14%: AGNC Funding (Free write up) – Following the Federal Reserve’s 25 bps fee lower, markets reacted with short-term selloffs regardless of expectations of a rally in rate-sensitive sectors. HDO highlights that this presents long-term alternatives, notably for AGNC Funding Corp. (AGNC), a mortgage REIT benefiting from decrease borrowing prices. Whereas AGNC’s earnings could keep flat in 2025 resulting from maturing rate of interest swaps, sustained fee cuts and improved financing situations are anticipated to reinforce profitability and doubtlessly result in dividend development in 2026. Smith emphasizes persistence – declining charges will steadily strengthen AGNC’s earnings potential, making it an interesting long-term choose for income-focused buyers.
Unlock confirmed excessive dividend methods, in-depth analysis, and real-money insights with a paid trial to HDO – simply $59 to your first month. Be taught Extra >>
In case you missed it
Ray Dalio warns of debt surge, brewing ‘civil warfare’ in U.S
Younger Wall Streeters say that is the irreplaceable human ability within the AI period
Trump’s 100% tariff risk on China results in over $19B in crypto liquidations
Warren Buffett’s most well-liked inventory valuation gauge at all-time highs
JPMorgan’s high tech shorts
JPMorgan’s Dimon says shares may very well be headed for severe correction
Paul Tudor Jones: ‘It appears like 1999’
Gold hits $4,000 for first time
