Six Jobs Reports, Broadcom Earnings, and Manufacturing Data Hit Markets This Week

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Six Jobs Reports, Broadcom Earnings, and Manufacturing Data Hit Markets This Week

Trading Academy 31.05.2026 628 просмотров 36 лайков

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#StockMarket #JobsReport #Trading FREE Trading Workshop 👉 https://tinyurl.com/bducncun Markets are coming off a second straight month of major gains, with technology, memory, chips, and AI continuing to drive the broader indexes higher. In this week’s Monday Morning Must Knows, Merlin Rothfeld breaks down whether that momentum can continue as June kicks off with a packed calendar of market-moving data. This week brings 294 earnings reports, including Hewlett Packard, Palo Alto Networks, Ulta, Broadcom, CrowdStrike, Medtronic, and Ciena. Merlin also covers six major jobs reports, Friday’s unemployment rate expectation of 4.3%, the latest Core PCE reading, shifting Fed sentiment, elevated oil prices, and a full slate of global manufacturing reports that could impact equities, currencies, and rate expectations. Timestamps ● 00:00 - Intro and Monthly Market Recap ● 00:36 - Earnings Calendar Kicks Off the Week ● 00:42 - Hewlett Packard Reports Monday ● 01:00 - Palo Alto Networks, Dollar General, and Ulta Report Tuesday ● 01:05 - Broadcom, CrowdStrike, and Medtronic Highlight Wednesday ● 01:17 - Six Jobs Reports Hit This Week ● 02:08 - JOLTS Job Openings on Tuesday ● 02:17 - ADP Nonfarm Employment Change and Unemployment Claims ● 02:32 - Friday Unemployment Rate and Nonfarm Payrolls ● 02:52 - Core PCE Comes In Below Expectations ● 03:17 - Global Manufacturing Data Begins Monday ● 03:31 - Europe Manufacturing Reports and Euro Volatility ● 03:56 - UK Manufacturing Data and British Pound Impact ● 04:02 - US Manufacturing Data at 9:45 AM ET ● 04:31 - How Manufacturing Data Shapes Fed and Market Expectations Continue Learning with Trading Academy: ● 🎓 Free Intro Class: https://www.tradingacademy.com/education/ ● 📍 Find Trading Academy Near You: https://www.tradingacademy.com/locations.aspx ● 💡 More Trading Resources: https://www.tradingacademy.com #StockMarket #Trading #JobsReport #Unemployment #ADP #JOLTS #FederalReserve #InterestRates #Inflation #CorePCE #Broadcom #AI #TradingAcademy #MondayMorningMustKnows #MerlinRothfeld 💬 Question for Viewers: Which market catalyst are you watching most closely this week, jobs data, Broadcom earnings, or global manufacturing numbers?

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Intro and Monthly Market Recap

Hello everyone and welcome to Money Morning Must Knows. My name is Merlin Rothfeld and let's talk about the past month. Second straight month in a row of just colossal gains for the broader market indexes, S& P, Nasdaq, Russell, and Dow. Dow the weakest of the bunch but still two months straight of huge gains across the board and we're looking at technology driving this with memory and chips and AI being the driving force. Now, what will this upcoming month of June bring us? Well, let's

Earnings Calendar Kicks Off the Week

start things off with the easy stuff, the earnings calendar. It is a relatively light week this week but I will start you off on Monday with

Hewlett Packard Reports Monday

Hewlett-Packard. Again, they had a pretty big pop on Dell's earnings last week. Maybe that will continue and maybe they'll start to do more in the server space or get into more chip manufacturing. Who knows what they're going to do, but they have come out with their earnings on Monday. That's just one of 294 companies reporting earnings this week. On Tuesday we get some more.

Palo Alto Networks, Dollar General, and Ulta Report Tuesday

You got Palo Alto Networks, Dollar General, you've got Ulta. Wednesday

Broadcom, CrowdStrike, and Medtronic Highlight Wednesday

brings you Broadcom, which is a huge one, CrowdStrike, and Medtronic. Wednesday really is the big day because of Broadcom's earnings there. And then Thursday we have Ciena and Friday a big goose egg, nothing to report. Now, as

Six Jobs Reports Hit This Week

most of you know, the first week of a month is generally the employment numbers coming out. A slew of it happening this week and normally there's like five pieces. We actually have six pieces of jobs data coming out this week, which of course could have significant impacts on our market. Right now, we're starting to see a subtle shift in the sentiment of the Federal Reserve members. For the past six, eight months it's been maybe lowering rates, most likely neutral, but we could possibly be lowering rates. And markets have been expecting that. And as this inflation discussion has gone on, which I've been saying since day one of the Iran conflict, that these oil prices are going to have a significant impact on the economy and on inflation, we're starting to see that sentiment change with several members saying, "We're going to see some raises this year. " So, we'll see how that all pans out. But, let's look at some other economic data including the jobs numbers. We'll start things off early in the week. It's definitely way First

JOLTS Job Openings on Tuesday

definitely way early in the week. First part of the week we get on Tuesday with the Jolts job openings. That's going to happen Tuesday at 10:00 a. m. Eastern time. Not that big of a report. This one though is on Wednesday, ADP non-farm

ADP Nonfarm Employment Change and Unemployment Claims

employment change coming out. That is a biggie followed up by the unemployment claims. And actually on the same day as the unemployment claims, they've moved the Challenger job cuts to Thursday as well. But, the big daddy is this one, the unemployment rate. That's Friday at

Friday Unemployment Rate and Nonfarm Payrolls

8:30 a. m. Eastern time and non-farm employment change. Right now, the expectations are that the unemployment rate is going to stay at 4. 3%, which let's be honest, is still very low given historical precedent. Now, any big deviation from 4. 3 could create some significant moves in the market. My guess is though we'll probably stay in line with expectations at 4. 3%. However

Core PCE Comes In Below Expectations

remember last week we saw inflationary data that was much lower than I thought it was going to be. We had the core PCE price index was supposed to be 0. 3%, came out at 0. 2. Where are they getting this data from? I'm watching oil prices stay consistently high. Things should be rising and maybe there's a lag effect here that I'm just not seeing. So, that is the big stuff for the week is the jobs data, particularly on Friday with the unemployment rate. Now, we'll wrap things up with manufacturing.

Global Manufacturing Data Begins Monday

Normally, we get services and manufacturing together. So, it's nice to get that view of those two industries for different countries. This week it's just manufacturing and there's quite a few numbers here to talk about. We start things off over in Europe with Spain at

Europe Manufacturing Reports and Euro Volatility

3:15 a. m. Eastern time. Of course, these are all going to be on Monday to kick off our week. Right after Spain, we have Switzerland at 3:30, Italy at 3:45, France at 3:50, Germany at 3:55, and then the EU at 4:00 a. m. I mean, that's a pretty power-packed 45 minutes of countries reporting their manufacturing numbers going forward. So, keep an eye on this one, particularly if you are a Euro Forex trader. I do expect to see big swings there in the Euro. And then

UK Manufacturing Data and British Pound Impact

if you're trading the British pound, you have 4:30 in the morning Eastern time where England comes out with their numbers, and that again could create

US Manufacturing Data at 9:45 AM ET

waves. Now, for the US, 9:45 a. m. Eastern time is when the US comes out with our manufacturing numbers, which of course could be a pretty important one. Now, do I think that this is going to be the piece that causes the markets to go haywire? Absolutely not. But, at this point, we're trying to get a sense as to what is the data telling us about different markets, particularly the United States, since that's where most of us are trading. But, for those of you who are trading over in Europe or different currencies around the world, all of this will give you a better sense as to what the economy looks like right now from one specific market segment, in this case manufacturing. And as we start

How Manufacturing Data Shapes Fed and Market Expectations

to put this puzzle together, we can paint a clearer picture of where the economy may be headed. Therefore, we can anticipate what the Fed may do with rates, and therefore, anticipate where this market may be headed. Although, even in the light of some of the negative information we've been seeing on the US data, US economy continues to pull really strong to the upside, and those broad market indexes looking awfully darn good. And that, my friends, is all that I have for you today. So, on behalf of all of us here at Trading Academy, we'll see you next week on Money Morning Must Knows.

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