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Wall Street on Watch: Inflation, Earnings, and Trade Policy Collide

Markets are bracing for a busy week as investors prepare for fresh inflation data, major bank earnings, and results from Netflix and other corporate heavyweights. Tuesday’s Consumer Price Index (CPI) report will be the most closely watched data, especially with the Federal Reserve’s next rate decision just two weeks away.

All major U.S. banks will report earnings, alongside top names like Netflix, PepsiCo, and American Express. Analysts expect modest growth, with Q2 profit forecasts at just 5%—the slowest pace since late 2023. While Trump’s tariff announcements rattled markets earlier in the quarter, recent news has had little impact, suggesting investors may believe the worst of the trade drama is behind them.

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