Stephane Liba

Financial

[Stephane Liba @YTaessy]

Earnings Season for next the week of July 13, 2026

$NFLX $UNH $C $GS $ASML $TSM $JPM $PGR $BAC $WFC $AEHR $CAG $BLK $RF $USB $GE $FAST $ABT $AA $UAL $TFC $MS $ISRG $JNJ $ERIC $AERO $ELV $FITB $ALV $PNC $STT $MTB $CTAS $ANGO $FBK $FHN $CFG $CNS $EQBK $FNB $HOVR $BNY $JBHT $HOMB $IIIN $SDVKY $TRV $SPFI $VLVLY $WIT
@eWhispers

[Stephane Liba @YTaessy]

🇺🇸🇨🇳🌎 *GREER: CHINA TRADE STRATEGY IS WORKING - BBG
*GREER: EXPECT SOON ON RESULT ON 301 PROBES OF CANADA, MEXICO
*GREER SAYS FINAL 301 REPORT SHOULD BE RELEASED RELATIVELY SOON

#GREER

[Stephane Liba @YTaessy]

🇺🇸 🌎 *MICROSOFT: UPDATING XBOX PRICES WORLDWIDE
*MICROSOFT: XBOX CONSOLES PRICE TO RISE BY $150 FOR 1TB MODELS
*MICROSOFT: XBOX CONSOLES PRICE WILL INCREASE BY $100 FOR 512 GB
*MICROSOFT: UPDATING XBOX PRICES EFFECTIVE AUGUST 1
*MICROSOFT:CONSOLE STORAGE, MEMORY PRICES INCREASED BY OVER 2.5X
*MICROSOFT: CONSOLES ARE TYPICALLY NOT SOLD AT A PROFIT

#MICROSOFT

[Stephane Liba @YTaessy]

🇺🇸 *US 1Q GDP RISES ANNUALIZED 2.1% Q/Q; EST. +1.6% - BBG

#GDP

[Stephane Liba @YTaessy]

🇺🇸 *US JOBLESS CLAIMS 215,000 IN JUNE 20 WEEK; EST. 225K - BBG
*US CONTINUING CLAIMS 1.821M IN JUNE 13 WEEK; EST. 1.802M

[Stephane Liba @YTaessy]

🇺🇸 *US PRELIM MAY DURABLE GOODS ORDERS FALL 4.5% M/M; EST. -5.0% - BBG
*US PRELIM MAY DURABLE GOODS EX-TRANS RISE 1.3% M/M; EST. +0.6%

[Stephane Liba @YTaessy]

🇺🇸 *US MAY PCE PRICE INDEX RISES 0.4% M/M; EST. +0.5% - BBG
*US MAY CORE PCE PRICE INDEX RISES 0.3% M/M; EST. +0.3%
*US MAY PERSONAL SPENDING FALLS 0.7% M/M; EST. +0.6%
*US MAY PERSONAL INCOME RISES 0.7% M/M; EST. +0.4%

#PCE

[Stephane Liba @YTaessy]

🇺🇸 *US MAY NEW HOME SALES 580,000 ANN. RATE; EST. 640K - BBG
*US MAY NEW HOME SALES FALL 7.3% M/M; EST. +3.2%

#HOME

[Stephane Liba @YTaessy]

🇨🇳 *#CHINA'S HE LIFENG URGES STABILIZING PROPERTY MARKET: XINHUA

[Stephane Liba @YTaessy]

🇺🇸 *UMICH PRELIM JUNE CONSUMER SENTIMENT RISES TO 48.9; EST. 46 - BBG
*UMICH 1-YR INFLATION EXPECTATIONS FALL TO 4.6% VS 4.8%
*MICHIGAN 5-10 YR INFLATION EXPECTATIONS FALL TO 3.4%; EST. 3.8%

#UMICH

[Stephane Liba @YTaessy]

🇪🇺 *LAGARDE: DECISION WAS UNANIMOUS - BBG
*LAGARDE: DIDN'T DISCUSS ANY OTHER PROPOSALS

[Stephane Liba @YTaessy]

🇪🇺 *LAGARDE: RISKS TO GROWTH OUTLOOK ON DOWNSIDE - BBG
*LAGARDE: RISKS TO INFLATION OUTLOOK ON UPSIDE

#LAGARDE

[Stephane Liba @YTaessy]

🇪🇺 *LAGARDE: WAGE GROWTH SHOULD EASE OVER THE YEAR - BBG
*LAGARDE: FIRMS STILL EXPECT TO RAISE SELLING PRICES
*LAGARDE: INFLATION SHOULD RETURN TO TARGET IN 2H 2027
*LAGARDE: LONG-TERM INFLATION EXPECTATIONS SUPPORT RETURN TO 2%

#LAGARDE

[Stephane Liba @YTaessy]

🇺🇸 🇮🇷 *TRUMP ON IRAN: KNOCKED OUT THEIR RADAR, MISSILES - BBG
*TRUMP: US FLYING PLANES OVER TEHRAN, THEY HAVE NO IDEA
*TRUMP: IRAN NOT GOOD AT FIGHTING
*TRUMP: IRAN NEGOTIATING WITH US TO MAKE A DEAL
*TRUMP: IRAN IS ONLY GOOD AT PUBLICITY, NOT AT FIGHTING
*TRUMP REPEATS IRAN CAN'T BUY OR DEVELOP NUCLEAR WEAPON

[Stephane Liba @YTaessy]

🇺🇸 *SPACEX IPO SAID TO DRAW MORE THAN $70 BILLION IN RETAIL ORDERS - BBG
*SPACEX SAID TO ALLOCATE AT LEAST 20% OF IPO TO RETAIL INVESTORS
*SPACEX SAID TO ALLOCATE <10% OF IPO TO INTERNATIONAL ORDERS

#SPACEX

[Stephane Liba @YTaessy]

🇺🇸 🇮🇷 TRUMP ON IRAN: UNITED STATES WILL BE HITTING IRAN VERY HARD TONIGHT - BBG
*TRUMP: US WILL BE TAKING KHARG ISLAND

https://t.co/7EuvQolg9f

[Stephane Liba @YTaessy]

🇺🇸 *US MAY PRODUCER PRICES RISE 1.1% M/M; EST. +0.7% - BBG
*US MAY PRODUCER PRICES RISE 6.5% Y/Y; EST. +6.4%
*US MAY PPI EX FOOD & ENERGY RISES 0.4% M/M; EST. +0.5%
*US MAY PPI EX FOOD & ENERGY RISES 4.9% Y/Y; EST. +5.4%

#PPI

[Stephane Liba @YTaessy]

🇪🇺 #ECB SEES 2026 GDP GROWTH AT 0.8%; PRIOR FORECAST 0.9% - BBG
*ECB SEES 2027 GDP GROWTH AT 1.2%; PRIOR FORECAST 1.3%
*ECB SEES 2028 GDP GROWTH AT 1.5%; PRIOR FORECAST 1.4%

[Stephane Liba @YTaessy]

🇪🇺 #ECB SEES 2026 INFLATION AT 3%; PRIOR FORECAST 2.6% - BBG
*ECB SEES 2026 INFLATION EX-FOOD/ENERGY AT 2.5% VS 2.3%

*ECB SEES 2027 INFLATION AT 2.3%; PRIOR FORECAST 2%
*ECB SEES 2027 INFLATION EX-FOOD/ENERGY AT 2.5% VS 2.2%

*ECB SEES 2028 INFLATION AT 2%; PRIOR FORECAST 2.1%
*ECB SEES 2028 INFLATION EX-FOOD/ENERGY AT 2.2% VS 2.1%

[Stephane Liba @YTaessy]

🇪🇺 #ECB RAISES MAIN REFINANCING RATE BY 25BPS TO 2.40%; EST. 2.40% - BBG
*ECB RAISES MARGINAL LENDING FACILITY TO 2.65%; EST. 2.65%