September 15th - The Week Ahead

A Big TV Merger, plus could Boeing go High Yield?

September 15, 2024

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The Week Ahead Of Us 🔍

Welcome back!

Here’s a look at earnings this week.

  • Tuesday: Ferguson

  • Wednesday: General Mills

  • Thursday: Fedex, Lennar, Darden Restaurants, FactSet, Vinfast

Futures are unchanged as we get ready for the first Fed rate cut on Wednesday: Pundits generally believe the Fed will cut by 25bps, while several market participants are projecting a 50bps cut. Current odds per CME are roughly 50/50 between 25bps vs 50bps. We’re in the 25bps camp, but we’ll learn a lot more this week.

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