The first earnings season for U.S. stocks after "Liberation Day" will begin next week
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最新报道：According to the Coinnet report, U.S. companies are preparing to release second-quarter results, and investors will look for the impact of Trump's tariff policy. Although corporate earnings growth is expected to slow from the first quarter, a sharp depreciation of the U.S. dollar may help offset the possible tariff effect. On July 15, JPMorgan Chase and several large banks will take the lead in kicking off the earnings season. Peter Tuz, president of Chase Investment Counsel, said that given that trade negotiations are still ongoing, tariffs may once again become a topic of discussion at many companies' earnings conferences. Nicholas Colas, co-founder of DataTrek, said that for many S&P 500 companies, the expectation threshold is low enough that their second-quarter earnings growth is expected to be much better than expected. The recent record high of the S&P 500 "suggests that the market holds the same view."
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