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DHUnplugged Podcast - DHUnplugged #762: What a Week!
GDP, Earnings and FOMC meeting
Cover Art – Best Ever – Not…
New term – QUISHING
I gotchooo and Say less
PLUS we are now on Spotify and Amazon Music/Podcasts!
Click HERE for Show Notes and Links
DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar.
Love the Show? Then how about a Donation?
Follow John C. Dvorak on Twitter
Follow Andrew Horowitz on Twitter
INTERACTIVE BROKERS
Warm-Up
- Cover Art - Best Ever - Not...
- New term - QUISHING
- I gotchooo and Say less
Markets
- What a Week! - GDP, Earnings and FOMC meeting
- MORE ATHs!
- Earnings Season Update
- Homes - Capital Gains?
Cover Art
- Can we take a close look at what was AI generated this week?
- At least TWO glaring issues ...
China - another delay/pause?
- President Trump tells reporters on Air Force One that he could meet with Chinese President Xi by the end of the year (???)
EU Deal
- Framework of the deal seems done
- 15% across the board tariff on EU goods into the US (a couple of exceptions)
- Prices for Olive Oil from your favorite region is going up
- Some new benefits for US cars into Europe
- - If this is all so good for say US car manufactures, why aren't Ford and GM stocks doing anything?
Earnings this week of note:
- Microsoft (MSFT): Expected to report on July 30, 2025
- Meta Platforms (META): Scheduled to report on July 30, 2025
- Amazon (AMZN): Scheduled to report on July 31, 2025
- Apple (AAPL): Scheduled to report on July 31, 2025
--- Those 4 companies are 20% of the S&P weighting
Earnings Season Update
- Overall, 34% of the companies in the S&P 500 have reported actual results for Q2 2025 to date. Of these companies, 80% have reported actual EPS above estimates, which is above the 5-year average of 78% and above the 10-year average of 75%.
- If 80% is the final number for the quarter, it will mark the largest percentage of S&P 500 companies reporting a positive EPS surprise for a quarter since Q3 2023 (81%).
- In aggregate, companies are reporting earnings that are 6.1% above estimates, which is below the 5-year average of 9.1% and below the 10-year average of 6.9%.
Real Estate
- Exi
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By Dame JennGDP, Earnings and FOMC meeting
Cover Art – Best Ever – Not…
New term – QUISHING
I gotchooo and Say less
PLUS we are now on Spotify and Amazon Music/Podcasts!
Click HERE for Show Notes and Links
DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar.
Love the Show? Then how about a Donation?
Follow John C. Dvorak on Twitter
Follow Andrew Horowitz on Twitter
INTERACTIVE BROKERS
Warm-Up
- Cover Art - Best Ever - Not...
- New term - QUISHING
- I gotchooo and Say less
Markets
- What a Week! - GDP, Earnings and FOMC meeting
- MORE ATHs!
- Earnings Season Update
- Homes - Capital Gains?
Cover Art
- Can we take a close look at what was AI generated this week?
- At least TWO glaring issues ...
China - another delay/pause?
- President Trump tells reporters on Air Force One that he could meet with Chinese President Xi by the end of the year (???)
EU Deal
- Framework of the deal seems done
- 15% across the board tariff on EU goods into the US (a couple of exceptions)
- Prices for Olive Oil from your favorite region is going up
- Some new benefits for US cars into Europe
- - If this is all so good for say US car manufactures, why aren't Ford and GM stocks doing anything?
Earnings this week of note:
- Microsoft (MSFT): Expected to report on July 30, 2025
- Meta Platforms (META): Scheduled to report on July 30, 2025
- Amazon (AMZN): Scheduled to report on July 31, 2025
- Apple (AAPL): Scheduled to report on July 31, 2025
--- Those 4 companies are 20% of the S&P weighting
Earnings Season Update
- Overall, 34% of the companies in the S&P 500 have reported actual results for Q2 2025 to date. Of these companies, 80% have reported actual EPS above estimates, which is above the 5-year average of 78% and above the 10-year average of 75%.
- If 80% is the final number for the quarter, it will mark the largest percentage of S&P 500 companies reporting a positive EPS surprise for a quarter since Q3 2023 (81%).
- In aggregate, companies are reporting earnings that are 6.1% above estimates, which is below the 5-year average of 9.1% and below the 10-year average of 6.9%.
Real Estate
- Exi