{"id":202263,"date":"2025-02-18T09:30:00","date_gmt":"2025-02-18T14:30:00","guid":{"rendered":"https:\/\/ibkrcampus.eu\/campus\/uncategorized\/inflation-the-fed-and-tariffs-provide-a-distraction-from-peak-earnings-season\/"},"modified":"2025-02-19T12:43:01","modified_gmt":"2025-02-19T12:43:01","slug":"inflation-the-fed-and-tariffs-provide-a-distraction-from-peak-earnings-season","status":"publish","type":"post","link":"https:\/\/www.interactivebrokers.eu\/campus\/traders-insight\/securities\/stocks\/inflation-the-fed-and-tariffs-provide-a-distraction-from-peak-earnings-season\/","title":{"rendered":"Inflation, the Fed and Tariffs Provide a Distraction from Peak Earnings Season"},"content":{"rendered":"\n<ul class=\"wp-block-list\">\n<li>Q4 S&amp;P 500\u00ae EPS growth expected to come in at 16.9%, the highest growth rate in three years<\/li>\n\n\n\n<li>Large cap outlier earnings dates this week include: ANSYS, Akamai Technologies and Trimble Inc.<\/li>\n\n\n\n<li>The third week of peak season begins this week, with 1,233 companies expected to report<\/li>\n<\/ul>\n\n\n\n<p>Despite being a packed week for earnings, it was Federal Reserve testimony, January\u2019s CPI reading, and proposed steel tariffs that took center stage for investors last week.&nbsp;<br>Federal Reserve Chairman Jerome Powell was already giving conservative commentary regarding future rate cuts when he spoke to the Senate Banking Committee on Tuesday, reiterating the Fed was in \u201cno rush\u201d to ease, and commenting that inflation was \u201cmoving in the right direction.\u201d<sup>1<\/sup>&nbsp;That argument got flipped on its head a bit by Wednesday morning when January CPI came in hotter than expected, showing a 3% increase in YoY inflation, moving away from the Fed\u2019s 2% target.<sup>2<\/sup>&nbsp;Powell worked this change into his comments on Wednesday to the House Financial Services Committee. &#8220;I would say we&#8217;re close, but not there on inflation,&#8221; Powell reiterated. &#8220;You can see today&#8217;s inflation print, which says the same thing.&#8221;<sup>3<\/sup><br>After the CPI report, the CME Group\u2019s FedWatch tool showed the probability of a rate cut at the June FOMC meeting falling to 36.9%. On Friday, February 7, the probability of a rate cut at that meeting was 52%, and that was even after a strong January jobs report. The June meeting was anticipated to be the first time in 2025 where we would see the Fed cut rates, but now that expectation has moved into September, with a 58% probability of a cut.<sup>4<\/sup>&nbsp;Some in the industry have gone as far to say they expect no rate cuts in 2025, including Bank of America CEO, Brian Moynihan.<sup>5<\/sup><br>Going hand-in-hand with inflation concerns, tariff talk once again took over the headlines last week when President Trump announced a 25% tariff on steel and aluminum products that would be implemented on March 12.<sup>6<\/sup>&nbsp;Industries ranging from auto, homebuilding, household durables and even consumer staples names such as Coca Cola reacted with how this would impact their bottom-line.<sup>7<\/sup><br>The Q4 earnings season continued on with&nbsp;<a href=\"https:\/\/www.wallstreethorizon.com\/blog\/Menus--Margins-Restaurant-Stocks-In-Play-Over-the-Back-Half-of-Earnings-Season\" target=\"_blank\" rel=\"noreferrer noopener\">results from restaurants<\/a>, enterprise technology companies and others. Restaurants have been a mixed bag, even within similar segments. Fast food restaurants have been duking it out for market share, as the US consumer in particular remains very value-conscious. McDonald\u2019s was able to tap into this over the summer by bringing back their $5 value meals, but Q4 results released on Monday showed sales took a hit due to an E. coli outbreak. Yum! Brands, which reported results on February 6, showed same store sales (SSS) for its KFC brand were flat for the quarter, while Pizza Hut\u2019s SSS fell 1% YoY. Yum! Brand\u2019s Taco Bell was the leader in its portfolio with SSS that increased 5%. Restaurant Brands was out with results on Wednesday that showed the quick-serve names in its portfolio were also doing well in this environment, with Burger King and Popeyes posting SSS results of 1.5% and 0.1%, respectively.&nbsp;<br>With 77% of companies from the S&amp;P 500 now having released results for Q4, growth is at 16.9%, the highest level in 3 years. Revenue growth stands at 5.2%.<sup>8<\/sup><br><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-on-deck-this-week\"><strong>On Deck this Week<\/strong><\/h2>\n\n\n\n<p>This week marks the third peak week of earnings season with 1,233 companies (in our global universe of 11k) set to report, and 78 from the S&amp;P 500. It\u2019s a bit of a light \u201cpeak\u201d week due to the President\u2019s Day holiday on Monday, February 17 during which US markets are closed. Once Americans return from their long weekend, they\u2019ll have some consumer-centric reports to look forward to such as Etsy, Walmart and Hasbro.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" data-src=\"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2025\/02\/250217-WeeklyEarningsGraphic1920x1400px-1100x802.png\" alt=\"Earnings Dates This Week\" class=\"wp-image-202264 lazyload\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1100px; aspect-ratio: 1100\/802;\" \/><\/figure>\n\n\n\n<p><em>Source: Wall Street Horizon<\/em><br><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-outlier-earnings-dates-this-week\"><strong>Outlier Earnings Dates This Week<\/strong><\/h2>\n\n\n\n<p>Academic research shows that when a company confirms a quarterly earnings date that is later than when they have historically reported, it\u2019s typically a sign that the company will share negative news on their upcoming call, while moving a release date earlier suggests the opposite.<sup>9<\/sup><br>This week we get results from a number of large companies on major indexes that have pushed their Q4 2024 earnings dates outside of their historical norms. Five companies within the S&amp;P 500 confirmed outlier earnings dates for this week, three of which are later than usual and therefore have negative DateBreaks Factors*. Those names are Akamai Technologies (AKAM), CF Industries Holdings (CF) and Trimble Inc. (TRMB). The two names with positive DateBreak Factors are ANSYS Inc (ANSS) and Insulet Corp (PODD). <\/p>\n\n\n\n<p>Past performance is not indicative of future results. <br><br>*\u00a0<em>Wall Street Horizon DateBreaks Factor: statistical measurement of how an earnings date (confirmed or revised) compares to the reporting company&#8217;s 5-year trend for the same quarter. Negative means the earnings date is confirmed to be later than historical average while Positive is earlier.<\/em><br><br><strong>Akamai Technologies<br><\/strong>Company Confirmed Report Date: Thursday, February 20, AMC<br>Projected Report Date (based on historical data): Tuesday, February 11, AMC<br>DateBreaks Factor: -3*<br>Akamai Technologies is set to report their Q4 2024 results on Thursday, February 20, nine days later than expected. By releasing results on February 20 they are not only reporting the latest that they have in a decade, but pushing into the 8th week of the year (WoY), when they typically report during the 7th WoY. This will also be the first time in at least ten years that they will report on a Thursday, bucking the long-term Tuesday trend.<br><strong>ANSYS<br><\/strong>Company Confirmed Report Date: Wednesday, February 19, AMC<br>Projected Report Date (based on historical data): Wednesday, February 26, AMC<br>DateBreaks Factor: 2*<br>ANSYS is set to report their Q4 2024 results on Wednesday, February 19, a week earlier than expected. While this adheres to their usual Wednesday reporting trend, it would be the earliest they\u2019ve reported in at least ten years.<br><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-q4-earnings-wave\"><strong>Q4 Earnings Wave<\/strong><\/h2>\n\n\n\n<p>We are well into peak earnings season at this point, which started on February 3 and runs until February 28. Currently, February 27 is predicted to be the most active day with 881 companies anticipated to report. Thus far, 74% of companies have confirmed their earnings date (out of our universe of 11,000+ global names), and 39% have reported results.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"821\" height=\"497\" data-src=\"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2025\/02\/250131_wsh_es-1.png\" alt=\"Q4 Earnings Wave\" class=\"wp-image-202265 lazyload\" data-srcset=\"https:\/\/ibkrcampus.eu\/campus\/wp-content\/uploads\/sites\/3\/2025\/02\/250131_wsh_es-1.png 821w, https:\/\/ibkrcampus.eu\/campus\/wp-content\/uploads\/sites\/3\/2025\/02\/250131_wsh_es-1-700x424.png 700w, https:\/\/ibkrcampus.eu\/campus\/wp-content\/uploads\/sites\/3\/2025\/02\/250131_wsh_es-1-300x182.png 300w, https:\/\/ibkrcampus.eu\/campus\/wp-content\/uploads\/sites\/3\/2025\/02\/250131_wsh_es-1-768x465.png 768w\" data-sizes=\"(max-width: 821px) 100vw, 821px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 821px; aspect-ratio: 821\/497;\" \/><\/figure>\n\n\n\n<p><em>Source: Wall Street Horizon<\/em><\/p>\n\n\n\n<p>&#8212;<\/p>\n\n\n\n<p>Originally Posted February 18, 2025 &#8211; <a href=\"https:\/\/www.wallstreethorizon.com\/blog\/Inflation-the-Fed-and-Tariffs-Provide-a-Distraction-from-Peak-Earnings-Season\">Inflation, the Fed and Tariffs Provide a Distraction from Peak Earnings Season<\/a><\/p>\n\n\n\n<p>1 Board of Governors of the Federal Reserve System, Semiannual Monetary Policy Report to the Congress, February 11, 2025,&nbsp;<a href=\"https:\/\/www.federalreserve.gov\/newsevents\/testimony\/powell20250211a.htm\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.federalreserve.gov<\/a>&nbsp;<br>2 Consumer Price Index \u2013 January 2025, February 12, 2025,&nbsp;<a href=\"https:\/\/www.bls.gov\/news.release\/pdf\/cpi.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.bls.gov<\/a>&nbsp;<br>3 US inflation jump puts Fed officials on notice as Powell testifies, Reuters, by Howard Schneider, February 12, 2025,&nbsp;<a href=\"https:\/\/www.reuters.com\/markets\/us\/feds-powell-heads-back-congress-data-shows-inflation-jump-january-2025-02-12\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.reuters.com<\/a>&nbsp;<br>4 CME Group FedWatch Tool,&nbsp;<a href=\"https:\/\/www.cmegroup.com\/markets\/interest-rates\/cme-fedwatch-tool.html\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.cmegroup.com<\/a>&nbsp;<br>5 Bank of America CEO on inflation impact on U.S. economy: \u2018Rates are going to stay where they are\u2019, CNBC, by Hugh Son, February 12, 2025,&nbsp;<a href=\"https:\/\/www.cnbc.com\/2025\/02\/12\/bank-of-america-ceo-brian-moynihan-inflation-federal-reserve-rates.html\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.cnbc.com<\/a>&nbsp;<br>6 Is It Made of Metal? It Could Get More Expensive Under Trump\u2019s Latest Tariffs., New York Times, by Lydia DePillis, February 11, 2025,&nbsp;<a href=\"https:\/\/www.nytimes.com\/2025\/02\/11\/business\/economy\/tariffs-steel-aluminum-manufacturing.html\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.nytimes.com<\/a><br>7 Coca-Cola says it will sell more soda in plastic bottles if aluminum tariffs take effect, CNBC, by Amelia Lucas, February 11, 2025,&nbsp;<a href=\"https:\/\/www.cnbc.com\/2025\/02\/11\/coca-cola-discusses-trump-aluminum-tariffs.html#:~:text=Coca%2DCola%20will%20shift%20to,its%20multibillion%2Ddollar%20U.S.%20business\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.cnbc.com<\/a><br>8 Earnings Insight, FactSet, John Butters, February 14, 2025,&nbsp;<a href=\"https:\/\/advantage.factset.com\/hubfs\/Website\/Resources%20Section\/Research%20Desk\/Earnings%20Insight\/EarningsInsight_021425.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/advantage.factset.com<\/a>&nbsp;<br>9 Time Will Tell: Information in the Timing of Scheduled Earnings News, Journal of Financial and Quantitative Analysis, Eric C. So, Travis L. Johnson, Dec, 2018,&nbsp;<a href=\"https:\/\/papers.ssrn.com\/sol3\/papers.cfm?abstract_id=2480662\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/papers.ssrn.com<\/a>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Q4 S&amp;P 500\u00ae EPS growth expected to come in at 16.9%, the highest growth rate in three years. Large cap outlier earnings dates this week include: ANSYS, Akamai Technologies and Trimble Inc.<\/p>\n","protected":false},"author":586,"featured_media":202267,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":true,"footnotes":""},"categories":[147,8,12,153,148,7],"tags":[252,311,322,316,2443],"contributors-categories":[455],"class_list":{"0":"post-202263","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-north-america","8":"category-region","9":"category-securities","10":"category-stocks","11":"category-text-articles","12":"category-traders-insight","13":"tag-earnings","14":"tag-fed","15":"tag-inflation","16":"tag-stocks","17":"tag-tariffs","18":"contributors-categories-wall-street-horizon"},"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast 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