Ford Motor Company

Polaris Inc.

Broadcom Inc.

JPMorgan Chase & Co.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: Focus on the start of reporting season

Macquarie Capital advises investors in the PRC market to move into stocks that could benefit from domestic demand stimulus

Citi and JPMorgan cited China's value stocks as a defense against tariff risks

Taiwan Semiconductor Manufacturing Company Limited

ASML Holding N.V.

This week, investors are likely to be left in the dark about a number of key US macroeconomic indicators - their publication has been postponed due to the government shutdown that has lasted for 13 days. Data - from import prices and retail sales to wages and jobless claims - are very likely to be excluded from the publication calendar, Yahoo Finance <a href="https://finance.yahoo.com/news/stocks-dip-as-government-shutdown-continues-rare-earths-rally-what-to-watch-this-week-114600627.html#:~:text=In%20the%20week%20ahead%2C%20the%20market%20will%20continue%20to%20fly%20blind%20on%20several%20key%20points%20of%20economic%20data%20that%20would%20normally%20publish%20if%20not%20for%20the%20gridlock%20in%20Washington.%20Figures%20ranging%20from%20import%20prices%20and%20retail%20sales%20to%20hourly%20earnings%20and%20jobless%20claims%20are%20likely%20to%20be%20missing%20from%20the%20calendar.">writes</a>.<br><br>The main macroeconomic release this week for Wall Street was supposed to be the Consumer Price Index (CPI) for September in the U.S. The Bureau of Labor Statistics had planned to publish it on October 15, but <a href="https://www.bloomberg.com/news/articles/2025-10-10/bls-to-publish-september-cpi-report-on-oct-24-despite-shutdown?sref=Y0jVLcFo">postponed</a> it to October 24. To work on it, the agency recalled some employees from vacation. If the report on inflation will be prepared on time, the Fed will receive it before its meeting on interest rates, which is scheduled for October 28-29, <a href="https://www.bloomberg.com/news/articles/2025-10-10/bls-to-publish-september-cpi-report-on-oct-24-despite-shutdown?sref=Y0jVLcFo">notes</a> Bloomberg.

Wall Street bank earnings, ASML and TSMC: what investors need to know this week

Alliance Laundry Holdings Inc.

Phoenix Education Partners, Inc.

Europe saw its largest IPO since 2022: security company Verisure floated its securities and they jumped 21% in early trading. Leading laundry equipment maker Alliance Laundry successfully debuted in New York after an $826 million offering. Nasdaq has recently become a favorite platform for IPOs of "penny stocks" and, despite criticism, continues to approve such listings, according to The Wall Street Journal. The main IPO market news for October 12 - in our selection.

Europe's largest listing since 2022 and criticism of Nasdaq: What's important about the IPO by October 12

Bitcoin is up 28% since the beginning of the year and Ethereum is up 32%

Citi raised its forecast on Ether and lowered it on bitcoin. Is "digital gold" weakening?

At the trading on September 30, gold prices renewed the historical maximum

Gold as an art market: Citi forecasts another 4% price rise by the end of the year

Oracle Corporation

Oracle shares have nearly doubled in price since the start of 2025

Oracle's stock has soared to record highs. Wall Street thinks this is just the beginning

The bank revised its estimates due to heightened inflation risks and weakness in the US economy



Citi joins the bulls on gold and does not rule out a new price record


The dollar is coming out of a prolonged downward streak - July could be its first month of gains since December

The dollar has its best July since 2019. What will happen to the exchange rate next?

Strategy Inc

Coinbase Global, Inc.

The price of bitcoin depends in large part on how many investors want to own it, Citi analysts have concluded


Citi predicted bitcoin's rise to $135k Why is the bank betting on the network effect?


Citigroup Inc.

In recent years, Citi has been considered an outsider among the Big Four banks

Wells Fargo: Citi stock is the best in the banking sector and "this is just the beginning"

Bank of America Corporation

The Goldman Sachs Group, Inc.

Internal contradictions in the Republican Party make it difficult to advance key legislative crypto initiatives, despite the active support of the industry and the personal intervention of Donald Trump. The American president also once again returned to one of his favorite topics: the possible firing of Federal Reserve chief Jerome Powell. US banks, meanwhile, are facing a trading boom. About these and other topics - in our review of key events for the morning of July 17.