๐ฃ ๐๐๐ฅ๐ก๐๐ก๐๐ฆ ๐ช๐๐๐ ๐๐๐๐๐ โ ๐ช๐๐ข ๐๐๐๐ง๐ฆ?
This week is a nice โmini cross-sectionโ of the economy: mix of airlines + Wall Street + transport. The results could set the tone for the rest of January.
๐ ๐๐ฒ๐ ๐ฟ๐ฒ๐ฝ๐ผ๐ฟ๐๐ ๐๐ผ ๐๐ฎ๐๐ฐ๐ต
โ Tue Jan 13: Delta ($DAL (Delta Air Lines Inc (DE))) โ๏ธ (Before market open)
โ Wed Jan 14: Bank of America ($BAC (Bank of America Corp)) ๐ฆ (Before market open)
โ Thu Jan 15: Morgan Stanley ($MS (Morgan Stanley)) ๐ผ + Goldman Sachs ๐ (Before market open)
โ Thu Jan 15: J.B. Hunt ($JBHT (J.B.Hunt Transport Services Inc)) ๐ (After market close)
โ Fri Jan 16: State Street ($STT (State Street Corp)) ๐งพ (Before market open)
๐ ๐ช๐ต๐ฎ๐ ๐โ๐บ ๐๐ฎ๐๐ฐ๐ต๐ถ๐ป๐ด (๐บ๐ ๐๐ถ๐บ๐ฝ๐น๐ฒ ๐ฐ๐ต๐ฒ๐ฐ๐ธ๐น๐ถ๐๐)
โข DAL: ๐ฑ๐ฒ๐บ๐ฎ๐ป๐ฑ + ๐ฝ๐ฟ๐ถ๐ฐ๐ถ๐ป๐ด ๐ฝ๐ผ๐๐ฒ๐ฟ (are travellers still spending?)
โข BAC: ๐ป๐ฒ๐ ๐ถ๐ป๐๐ฒ๐ฟ๐ฒ๐๐ ๐ถ๐ป๐ฐ๐ผ๐บ๐ฒ + ๐ฐ๐ฟ๐ฒ๐ฑ๐ถ๐ ๐พ๐๐ฎ๐น๐ถ๐๐ (rates vs loan stress)
โข MS + Goldman Sachs: ๐๐ฟ๐ฎ๐ฑ๐ถ๐ป๐ด ๐๐๐ฟ๐ฒ๐ป๐ด๐๐ต + ๐ฑ๐ฒ๐ฎ๐น ๐ฎ๐ฐ๐๐ถ๐๐ถ๐๐ (is the rebound real?)
โข JBHT ๐๐ต๐ถ๐ฝ๐ฝ๐ถ๐ป๐ด ๐๐ผ๐น๐๐บ๐ฒ๐ + ๐บ๐ฎ๐ฟ๐ด๐ถ๐ป๐ (a sneaky-good read on the economy)
โข STT: ๐ฎ๐๐๐ฒ๐ ๐๐ฒ๐ฟ๐๐ถ๐ฐ๐ถ๐ป๐ด ๐ณ๐น๐ผ๐๐ + ๐ณ๐ฒ๐ฒ ๐บ๐ผ๐บ๐ฒ๐ป๐๐๐บ (quiet but important)
๐ฏ ๐ง๐ต๐ฒ ๐ฏ๐ถ๐ด ๐พ๐๐ฒ๐๐๐ถ๐ผ๐ป
If you had to pick ONE that surprises the marketโฆ
Which ticker gets your vote โ DAL, BAC, MS, GS, JBHT, or STT? ๐
ษดแดแด ๊ฐษชษดแดษดแดษชแดส แดแด แด ษชแดแด. แดแด๊ฑแด แดแดส๊ฐแดสแดแดษดแดแด =ฬธ ๊ฐแดแดแดสแด สแด๊ฑแดสแด๊ฑ. แดแดแดษชแดแดส แดแด สษช๊ฑแด.... Show More
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Sun Feb 15 2026 15:08:54 GMT+0000 (Coordinated Universal Time)
