新一轮贸易谈判博弈开始，美联储公布褐皮书。 上周国际市场风云变幻，美国总统特朗普宣布对一系列贸易伙伴的对等关税决定。美股全线下挫，道指 周跌1.02%，纳指周跌0.08%，标普500指数周跌0.31%，欧洲三大股指表现不俗，英国富时100指数周涨 1.34%，德国DAX 30指数周涨1.97%，法国CAC 40指数周涨1.73%。 本周看点颇多，美国通胀数据可能决定7月美联储降息前景，美联储将公布经济状况褐皮书，美股新财 报季将开始。与此同时，英国、加拿大和日本的CPI数据也将成为各自央行政策走向的重要参考。在8 月1日对等关税生效的新截止日期之前，投资者将继续等待有关谈判的进一步消息。 上周美联储公布6月会议纪要。纪要显示，大多数政策制定者仍担心特朗普利用关税政策重塑全球贸易 将带来通胀压力，但相信今年晚些时候会降息。多位美联储官员将发表例行讲话，可关注有关经济和货 币政策的最新表述。 未来一周，数据焦点将指向6月消费者价格指数CPI，届时外界将仔细审查关税是否已经开始推高价 格。汇丰银行认为，未来几个月，更高的关税可能会给核心商品价格带来上行压力，但住房服务通胀似 乎正在减速，同时就业需求放缓导致的劳动力 ...

Group 1: Market Reactions to Tariffs - The S&P 500 and Nasdaq are experiencing declines as new tariff threats from President Trump against Canada have unsettled market indexes, with the Dow down 300 points, S&P 500 down 40 points, and Nasdaq down 120 points [1][2] - A proposed +35% tariff on all Canadian imports could lead to increased inflation for key goods such as oil & gas, automotive parts, and heavy machinery, impacting domestic suppliers [3][4] - Current market sentiment suggests that the anticipated trade deadline may pass without significant incident, but the long-term effects of tariff policies remain uncertain [3][4] Group 2: Bitcoin Market Performance - Bitcoin has reached a record high of $117,880, driven by expectations of favorable regulatory policies as "Crypto Week" approaches in Congress [5] - Over the past year, Bitcoin has surged by +103%, indicating strong market confidence and a lack of immediate headwinds [6] - The favorable political climate following the General Election last November has contributed to Bitcoin's price increase from $37.5K to $45.7K within a month [5] Group 3: Upcoming Economic Reports - A significant increase in economic and earnings reports is expected next week, coinciding with the start of Q2 earnings season and key inflation metrics [7] - Important reports to be released include the Consumer Price Index (CPI), Producer Price Index (PPI), Retail Sales, Imports & Exports, and Industrial Production [8] - Major companies such as JPMorgan, Citigroup, Wells Fargo, Netflix, Johnson & Johnson, and General Electric are set to report earnings, which will be closely monitored by the market [9]

American Express (AXP) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 18. ...

Group 1: Investment Recommendations - Jim Cramer recommended buying SoFi Technologies, Inc. (SOFI) as it plans to allow retail clients to invest in companies like SpaceX, OpenAI, and Epic Games [1] - Cramer expressed a preference for CrowdStrike Holdings, Inc. (CRWD) over Okta, Inc. (OKTA), despite Okta's strong first-quarter revenue of $688 million, which exceeded analyst estimates [2] - Cramer suggested waiting for a pullback in Lincoln Electric Holdings, Inc. (LECO) shares before buying [4] Group 2: Analyst Ratings and Price Targets - Keefe, Bruyette & Woods analyst Sanjay Sakhrani maintained an Outperform rating for American Express Company (AXP) and raised the price target from $360 to $371 [3] - Truist Securities also maintained a Buy rating for American Express and increased the price target from $335 to $340 [3] - BMO Capital analyst Ryan Griffin initiated coverage on Fair Isaac Corporation (FICO) with an Outperform rating and set a price target of $2,000 [3] Group 3: Company Performance and Stock Movements - SoFi shares increased by 3.7% to settle at $20.97 [7] - Okta shares decreased by 4.8% to close at $94.41 [7] - American Express shares rose by 2.5% to close at $325.24 [7] - Fair Isaac shares fell by 0.5% to settle at $1,584.38 [7] - Lincoln Electric shares increased by 1.4% to close at $223.47 [7] - Campbell's Company (CPB) reported better-than-expected third-quarter results, although its shares slipped by 0.8% to settle at $30.49 [4][7]

When you think of a great dividend stock to own, you're probably thinking of one that yields a high rate of return. But focusing on yield alone can be a mistake. It can lead you down a path where you buy a stock with a risky payout, and you could overlook promising dividend stocks simply because their yields don't look all that high right now.Three stocks with yields that are less than 2% but that have been increasing their dividends at high rates in recent years include Eli Lilly (LLY -1.06%), TJX Companie ...

Group 1 - American Express (AXP) closed at $322.53, with a +1.11% change from the previous day, outperforming the S&P 500's daily loss of 0.11% [1] - Prior to the latest trading session, AXP shares had gained 8.01%, surpassing the Finance sector's gain of 3.03% and the S&P 500's gain of 5.17% [1] Group 2 - American Express is scheduled to release its earnings report on July 18, 2025, with an anticipated EPS of $3.85, reflecting a 10.32% increase year-over-year [2] - The consensus estimate for revenue is $17.7 billion, indicating an 8.35% increase from the same quarter last year [2] Group 3 - For the entire fiscal year, Zacks Consensus Estimates predict earnings of $15.21 per share and revenue of $71.28 billion, representing changes of +13.93% and +8.08% respectively from the previous year [3] - Recent changes to analyst estimates for American Express reflect evolving short-term business trends, with positive revisions indicating analysts' confidence in business performance [3] Group 4 - The Zacks Rank system, which includes estimate changes, provides a rating system for stocks, with 1 stocks delivering an average annual return of +25% since 1988 [4][5] - American Express currently holds a Zacks Rank of 3 (Hold) [5] Group 5 - American Express is trading with a Forward P/E ratio of 20.98, which is a premium compared to the industry average Forward P/E of 11.85 [6] - The company has a PEG ratio of 1.55, while the average PEG ratio for the Financial - Miscellaneous Services industry is 1.03 [6] Group 6 - The Financial - Miscellaneous Services industry, part of the Finance sector, has a Zacks Industry Rank of 149, placing it in the bottom 40% of over 250 industries [7] - Research indicates that top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Market Capitalization Summary - Oracle has a market capitalization of 806.88 billion, while Visa stands at 655.99 billion [2] - Procter & Gamble has a market capitalization of 378.02 billion, and ExxonMobil is at 512.70 billion [2] - Mastercard's market capitalization is 470.87 billion, and Bank of America is at 375.11 billion [2] - UnitedHealth has a market capitalization of 308.53 billion, while ASML is at 310.77 billion [2] - Coca-Cola's market capitalization is 295.75 billion, and T-Mobile US Inc is at 273.60 billion [2] Stock Performance - Oracle's stock increased by 0.46 (+0.47%), while Visa's rose by 0.47 (+0.13%) [2] - Procter & Gamble's stock saw a slight increase of 2.68 (+0.48%), while ExxonMobil's stock increased by 1.92 (+1.20%) [2] - Mastercard's stock increased by 1.46 (+1.35%), and Bank of America's stock rose by 3.15 (+2.06%) [2] - UnitedHealth's stock decreased by 11.21 (-1.40%), while ASML's stock increased by 0.93 (+1.31%) [2] - Coca-Cola's stock increased by 14.05 (+4.50%), and T-Mobile US Inc's stock rose by 3.31 (+1.39%) [2] Additional Company Insights - McDonald's has a market capitalization of 212.78 billion, while AT&T is at 207.73 billion [3] - Uber's market capitalization is 192.79 billion, and Verizon's is at 184.08 billion [3] - Caterpillar's market capitalization is 183.87 billion, while Qualcomm is at 174.99 billion [3] - BlackRock has a market capitalization of 163.25 billion, and Citigroup is at 161.13 billion [3] - Boeing's market capitalization is 158.16 billion, while Pfizer is at 142.36 billion [3] Recent Market Movements - Intel's stock increased by 0.45 (+1.99%), while Dell Technologies rose by 0.82 (+0.16%) [4] - Rio Tinto's market capitalization is 746.07 billion, and Newmont is at 654.78 billion [4] - General Motors has a market capitalization of 494.87 billion, while Target is at 472.00 billion [4] - Ford's market capitalization is 451.14 billion, and Valero Energy is at 432.26 billion [4] - Vodafone's market capitalization is 241.45 billion, while Pinterest is at 270.30 billion [5]

Investors interested in stocks from the Financial - Miscellaneous Services sector have probably already heard of Intercorp Financial Services Inc. (IFS) and American Express (AXP) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Ran ...

Group 1 - American Express (AXP) stock increased by 2.92% to $308.38, outperforming the S&P 500's daily gain of 1.11% [1] - Over the past month, AXP shares gained 5.05%, surpassing the Finance sector's gain of 1.91% and the S&P 500's gain of 3.92% [1] Group 2 - American Express is expected to report earnings on July 18, 2025, with a forecasted EPS of $3.85, reflecting a 10.32% increase from the same quarter last year [2] - Revenue is projected to be $17.7 billion, up 8.35% from the prior-year quarter [2] Group 3 - For the full year, analysts expect earnings of $15.21 per share and revenue of $71.27 billion, indicating increases of 13.93% and 8.08% respectively from last year [3] Group 4 - Recent changes in analyst estimates for American Express indicate a positive outlook for the company's business and profitability [4] Group 5 - The Zacks Rank system, which assesses estimate changes, suggests that these adjustments correlate with stock price performance [5] - American Express currently holds a Zacks Rank of 3 (Hold), with a recent consensus EPS projection increase of 0.1% [6] Group 6 - American Express has a Forward P/E ratio of 19.7, which is higher than the industry average of 11.42 [7] - The company has a PEG ratio of 1.46, compared to the industry average PEG ratio of 1.01 [7] Group 7 - The Financial - Miscellaneous Services industry, part of the Finance sector, ranks in the top 39% of all industries according to the Zacks Industry Rank [8]

Berkshire Hathaway has long been operated at the direction of Warren Buffett, who many consider to be the greatest investor ever. The legendary capital allocator is known for his sharp analytical skills and business acumen, which have helped the conglomerate amass an unbelievable track record compounding capital.For the average investor, it makes sense to look at the stocks Berkshire owns. There's one business in particular that makes up 21.6% of the entire $281 billion portfolio and currently stands as Ber ...