Laura Romera Martinez @Hendermith: "☕📈 HENDERMITH MORNING BRIEF —..."

Spain

☕📈 HENDERMITH MORNING BRIEF — Monday, July 13 Good morning, investors. I hope you had a chance to recharge over the weekend. A new trading week begins, bringing fresh opportunities and a calendar full of events that could shape market sentiment over the coming days. Rather than trying to predict every move, I’ll be watching how the data fits into the bigger picture—and whether it changes the investment case for great businesses. 🌍 Today’s Perspective This week begins with two major catalysts: tomorrow’s U.S. CPI report and the first wave of Q2 earnings, led by several of the largest U.S. banks. Recent economic data continues to point to a resilient U.S. economy, while investors remain divided over how quickly inflation is easing and what that could mean for future Federal Reserve decisions. At the same time, corporate earnings will offer valuable insight into how companies are performing in the current environment and how management teams see the months ahead. One report rarely changes the market’s direction on its own. What matters is whether the data begins to tell a consistent story. 📊 What Markets Are Watching • Tomorrow’s U.S. CPI Report • Major Bank Earnings and Forward Guidance • Treasury Yield Movements • U.S. PPI Report (Wednesday) • Market Expectations for the Week Ahead 💭 Today’s Thought The market doesn’t ask us to predict the future. It asks us to stay prepared when the future arrives. Have a great start to the week. Thanks for joining me for another Morning Brief, and I hope it’s a successful one for all of us. For informational purposes only — not investment advice. Laura 📡 Tickers on my radar: $MSFT (Microsoft) • $GOOGL (Alphabet Inc Class A) • $VRT (Vertiv Holdings Co) • $ETN (Eaton Corp PLC) • $VUSA.NV (Vanguard S&P 500 UCITS ETF)

Not investment advice. The author may have financial interests in the mentioned instruments.