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Latest from the Blog
Research and analysis from the FinRyse team
Earnings to Watch – Week of 13 July 2026
Earnings season opens in force – five of the six biggest US banks report Tuesday with JPMorgan setting the consumer tone, ASML and TSMC deliver back-to-back tests of the AI-capex trade, J&J opens big pharma and UnitedHealth defends its reset guidance, while Netflix kicks off mega-cap tech from a 24% first-half drawdown. Alongside: ABB on data-centre orders, BlackRock on flows, and Reliance closing the week.
Weekly EarningsEarnings to Watch – Week of 6 July 2026
Fast Retailing is the event of the week – Uniqlo's parent reports into record highs after two guidance raises, with the yen at a four-decade low – while Delta opens US earnings season with oil back near pre-war levels and a record summer-travel forecast. Alongside: Seven & i's first print of the new fiscal year, Asahi's cyberattack-delayed results, Levi's on tariffs and denim, and Penguin Solutions on AI infrastructure.
Weekly EarningsEarnings to Watch – Week of 29 June 2026
Nike headlines a quieter, consumer-heavy week – the clearest read yet on whether Elliott Hill's turnaround is converting, with management itself calling this quarter the low point – alongside Constellation Brands and General Mills on the consumer, FactSet on whether AI threatens the financial-data incumbents, AeroVironment on the defence upcycle, and MSC Industrial and Currys rounding out the week.
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