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EnglishپارسیEnglishپارسیAlphabet Inc. (GOOGL, GOOG) posted better-than-expected results for Q2, driven by strong performance in ad revenue and cloud services. Both Class A and Class C shares reported identical earnings and revenue figures.
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Alphabet’s solid results reinforce confidence in digital ad spending and continued expansion of Google Cloud, helping push its market cap further above the $2 trillion mark.
The M2 money supply in the United States increased to $22.02 trillion in June, up from $21.94 trillion the previous month, reflecting a slight expansion in liquidity.
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The modest rise suggests a stabilization in money supply after months of contraction, potentially signaling shifts in bank lending or consumer deposit behavior.
The Richmond Fed Manufacturing Index dropped sharply to -20 in July, signaling deepening contraction in factory activity across the Fifth District.
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The report highlights worsening conditions in manufacturing, with steep declines in output and new orders, even as the services sector shows modest resilience.
Redbook retail sales rose by 5.1% year-over-year, slightly below the previous reading, suggesting steady but cooling consumer momentum in July.
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While still strong, the slight dip in annual sales growth may point to cautious consumer behavior amid sticky inflation and higher borrowing costs.
Philip Morris posted stronger-than-expected Q2 earnings per share, though revenue fell short of analyst forecasts. The company continues to shift its focus toward smoke-free products amid regulatory pressures.
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The earnings beat reflects improved margins and cost control, but weaker revenue may indicate soft volume trends or FX headwinds. The market may focus on the company’s performance in its reduced-risk product segment.
Coca-Cola reported better-than-expected Q2 earnings per share, while revenue came in slightly below forecasts. The beverage giant continues to show resilience amid global inflationary pressures.
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Despite modest revenue miss, the stronger-than-expected profit points to solid cost controls and brand strength. Investors may remain confident in Coca-Cola’s defensive profile.
Yields on U.S. Treasury’s 3-month and 6-month bills edged lower in the latest auctions, reflecting stable demand and market expectations of a steady Fed rate outlook.
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The modest decline in yields suggests continued investor confidence in short-term government debt, with markets pricing in minimal near-term policy shifts by the Federal Reserve.
The Atlanta Fed’s latest GDPNow model estimate for U.S. economic growth in Q2 remains unchanged at 2.4%, suggesting a stable outlook for real GDP expansion.
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Despite recent mixed economic data, the model sees consistent momentum in real GDP growth for the second quarter, supporting expectations of moderate but resilient U.S. expansion.
Preliminary data from the University of Michigan shows U.S. consumer sentiment improving in July, while inflation expectations declined across both short- and long-term horizons.
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Consumers are slightly more optimistic about the economic outlook, and the decline in inflation expectations could support a more patient Fed policy stance in upcoming meetings.
Domino’s Pizza reported Q2 results showing steady revenue but a slight miss on earnings, as higher costs and promotions weighed on margins.
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While sales remained stable, profit margins were squeezed, leading to a mild earnings miss. The company’s efforts to retain customers through aggressive deals may support volume but could pressure short-term profitability.
Verizon reported better-than-expected earnings for Q2, driven by stable subscriber growth and strong service revenues.
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Verizon continues to demonstrate resilience in a competitive telecom landscape, exceeding Wall Street forecasts and benefiting from consistent wireless demand. Investors may view this as a signal of stable cash flow and dividend reliability.
The Conference Board’s Leading Economic Index (LEI) fell in June, continuing its downward trend and signaling persistent headwinds for future U.S. economic activity.
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This marks the 23rd decline in the last 25 months. Weakness in manufacturing orders, consumer sentiment, and credit conditions continue to weigh on forward-looking economic indicators, raising recession concerns even as current activity remains resilient.