Short-term volatility is whipsawing the S&P 500 and global equity markets, and the root cause appears to be the latest wave of trade tariff announcements by President Trump. While the market is pricing in tariffs as a net negative, at least for now, the reality is that this short-term pain has enough factors playing behind it to turn this situation into long-term gains across the board. One of the main industries most directly impacted by the new tariffs is the automotive sector, where tariffs could have a twofold effect in the future. The automotive sector can offer strategic opportunities for inflation-sensitive investors seeking value plays, particularly when targeted at segments that demonstrate resilience to inflationary pressures or undervalued potential. Here’s a structured appr

$Sanofi SA(SNY)$ is expected to report its financial results for fiscal Q1 2025 on 24 April 2025 before the market open. The consensus estimate for the revenue from the analyst hover around €9.7 billion to €9.8 billion for Q1 2025. This would represent a potential decrease compared to Q1 2024 revenue (€10.46 billion). For the consensus forecasts for earnings per share (EPS) for Adjusted EPS (ADS) are around $0.90 to $0.95, slightly below the ~$0.95-$0.96 reported in Q1 2024. From tipranks, the consensus EPS forecast is looking at $0.92. Sanofi (SNY) Last Positive Earnings Call Saw The Share Price Decline By -2.40% Sanofi had a positive earnings call on 30 Jan 2025 which saw its share price declined by 2.40%. The earnings call reflects a strong perf

$Merck(MRK)$ is scheduled to report its Q1 2025 financial results before the market opens on Thursday, April 24, 2025. They will hold a conference call for investors at 9:00 a.m. ET that day. For the revenue consensus estimate, analysts anticipate revenue around $15.48 billion, which would be a slight decrease of about 1.9% year-over-year. Wall Street expects Merck to report EPS of approximately $2.16. This would represent a modest increase of about 4.4% compared to $2.07 in Q1 2024. Some recent estimate revisions have trended slightly lower. From tipranks, we are looking at $2.14 which represent a slight increase of about 2% compared to same period in 2024. Key Product Sales: Continued growth is expected from Keytruda (estimated +8.7% YoY to $7.55

$Alphabet(GOOGL)$ is scheduled to announce its financial results for the first quarter (Q1) of fiscal year 2025 on 24 April 2025 after the market close. The consensus estimates for revenue are around $75.53 billion, representing an increase of approximately 11.8% year-over-year. Do note that the figure presented likely excludes Traffic Acquisition Costs - TAC. The consensus estimates for Segment Performance : Google Advertising: ~$66.34 billion (+7.6% YoY) Google Search & other: ~$50.29 billion (+9.0% YoY) YouTube ads: ~$8.91 billion (+10.1% YoY) Google Network: ~$7.11 billion (-4.2% YoY) Google Cloud: ~$12.18 - $12.3 billion (+27.2% to 30% YoY) Traffic Acquisition Costs (TAC): Expected around $13.59 billion (up from $12.95 billion YoY). The

We have seen how $UnitedHealth(UNH)$ had reported missing their quarterly estimates last week, they had also lowered their guidance. The reason cited is because of higher medical costs. Based on recent reports surrounding UnitedHealth Group's (UHG) Q1 2025 earnings released on 17 April, they have significantly revised its 2025 financial outlook, which includes expectations for higher medical costs than previously anticipated. This led to a reduction in their earnings per share guidance for the year. Shares of UnitedHealth plummeted 22.4% after the insurance giant reported lower-than-expected sales and profits for the first quarter. This was the heaviest decline in the Dow and the S&P 500. Having caused other health insurance stocks to lose grou

$Procter & Gamble(PG)$ is scheduled to announce its Q3 fiscal 2025 results on Thursday, April 24, 2025, before the market opens.   Revenue: Revenue is forecasted to be approximately $20.3 billion to $20.34 billion, indicating very modest growth of about 0.7% compared to the prior-year quarter. Earnings Per Share (EPS): Wall Street analysts expect EPS to be around $1.54 to $1.55. This represents a slight year-over-year increase of roughly 1.3% to 2.0% from $1.52 in the same quarter last year. Consensus estimates have edged down slightly in recent weeks. Organic Sales Growth: Analysts anticipate organic sales (which excludes impacts from foreign exchange, acquisitions, and divestitures) to grow by around 3.2%, likely driven by continued prici

$ServiceNow(NOW)$ is scheduled to announce its financial results for the first quarter ended 31 March 2025, after the market closes on Wednesday, 23 April 2025. The consensus estimate we are seeing for adjusted EPS estimates, is $3.83 which represent an increase of 11.1% YoY, but there are some analysts who are anticipating EPS to be around $2.01 to $2.02 (representing approximately 10.4% year-over-year growth from $1.82 in Q1 2024). The specific metric (GAAP vs. Non-GAAP/Adjusted) can vary between sources. ServiceNow total revenue is expected to be around $3.08 billion, indicating an 18.4% increase year-over-year. For the main revenue contributor,  Subscription Revenue is forecasted to be near $3.00 billion, representing roughly 18.8% year-ov

$Intel(INTC)$ is scheduled to report its quarterly earnings results for fiscal Q1 2025 after the market closes on Thursday, 24 April 2025. Analysts have generally lowered their expectations since Intel's initial guidance. The consensus revenue is anticipated to come in around $12.32 billion (representing a roughly 3.2% decline year-over-year). There have many different variation of the consensus EPS, which I would think the loss of $0.01 per share might be closer, this already represent a sharp 94.4% drop YoY from $0.18 in Q1 2024, although note that Q1 2024 GAAP EPS was actually -$0.06). Segment Expectations (Consensus): Client Computing Group (CCG - PCs): ~$6.86 billion (down ~9% YoY). Data Center and AI (DCAI): ~$2.97 billion (down ~2% YoY). Ne

$Intuitive Surgical(ISRG)$ is scheduled to release its quarterly earnings for fiscal Q1 2025 on 22 April 2025 after the market close. The consensus revenue is forecast to be around around $2.18 billion to $2.19 billion. This would represent roughly 15% growth compared to the $1.89 billion revenue in Q1 2024. For the consensus estimate for the earnings per share (EPS), it is generally range from $1.71 to $1.73 per share. This would represent a significant increase (around 14%-15%) compared to the $1.50 per share reported in Q1 2024. Some earlier estimates cited $1.36 per share.   As per tipranks forecast, we are looking at a $1.74 earnings per share consensus estimate. Intuitive Surgical (ISRG) Last Positive Earnings Call Saw Share Price Decli

On 05 April 2025, President Trump has announced the latest round of trade tariffs, targeting a wide range of goods from most of the United States’ trading partners, with a particular impact on the retail sector. However, to many investors’ surprise, the recent press conference outlining the specifics notably excluded one major industry: semiconductors. Yet on 14 April 2025, the Trump administration is getting ready to impose tariffs on semiconductors and pharmaceuticals, revealing that it is moving in the direction with national security investigations into imports from these sectors, according to what was seen from the notices in the Federal Register. While this development comes as the global trading are still adjusting to the series of levies that President Trump has installed and somet

$Tesla Motors(TSLA)$ is scheduled to announce its Q1 2025 financial results after the market closes on Tuesday, 22 April 2025. The consensus estimates hover around $21.81 billion to $21.85 billion. This would be a slight increase (approx. 2.6%) compared to Q1 2024 but a noticeable drop from Q4 2024's $27.2 billion. Some individual analyst forecasts are slightly different (e.g., Mizuho at $20.53 billion).   For the earnings per share (EPS), the consensus estimates range roughly from $0.36 to $0.44 per share. This is projected to be flat or slightly changed compared to $0.35 in Q1 2024, but significantly lower than $0.74 in Q4 2024. Many analysts have recently lowered their EPS estimates for the quarter. Some Q1 2025 Preliminary Data Released S

Over the past few weeks, we have seen how the development of the tariffs have rocked the financial market, and also disrupt the global trading order. But there are some sectors which actually benefit from it, so in the article I would like to examine the relationships of tariffs, interest rates and real estate investment. The interplay between tariff-induced economic turbulence, interest rates, and real estate/REIT investments is complex, with potential benefits and risks. Key Mechanisms Interest Rates and Tariffs Lower Rates Stimulus: Economic uncertainty from tariffs may prompt central banks to cut rates to spur growth, reducing borrowing costs. Inflation Risks: Tariffs on imports (e.g., steel, electronics) could raise input costs, potentially leading to stagflation (slower growth + high

Due to the release of mixed news and corporate updates from some earnings, the stock market show some fluctuations at the indices level. The S&P 500 close the session higher by 0.13% only one in the green, while NASDAQ declined by 0.13% and DJIA was the largest lagger with decline of 1.33% contributed by substantial earnings-related decline in UnitedHealth (UNH, Financial), which is a significant component of the price-weighted average. The Russell 2000 gained 0.9%. The S&P Mid Cap 400 rose by 0.8%.Market breadth was positive, with advancing issues surpassing declining ones by a 3-to-1 ratio at the NYSE and a 2-to-1 ratio at the Nasdaq. Financial Sector Made A Modest Recovery Financials sector made a modest gain of 0.85% daily and 3.02% weekly as we saw some positive news from two

$GE Aerospace(GE)$ is scheduled to report its Q1 2025 earnings results before the market opens on Tuesday, 22 April 2025. The consensus among analysts is for adjusted EPS to be $1.27 which is within the range around $1.26 to $1.29. This would represent a significant increase compared to the $0.82 reported for the corresponding segment in Q1 2024 (before the spin-off). Analysts project GE Aerospace's standalone revenue for Q1 2025 to be approximately $9.04 billion. Note: Direct year-over-year comparison for revenue is complex due to the recent spin-off of GE Vernova. GE Aerospace (GE) Last Positive Earnings Call Saw Share Price Decline By 2.96% GE had a positive earnings call on 23 Jan 2025 which saw its share price dropped by 2.96%. The earnings cal

$Verizon(VZ)$ is scheduled to release its quarterly result for fiscal Q1 2025 on 22 April 2025 before the market opens. The consensus estimate for Verizon revenue is expected to come in at $33.32 billion, which represent an increase of 1.02% compared to same period last year. The consensus estimate for earnings per share is projected at $1.15, this signify steadiness compared to the same quarter of the previous year. Verizon (VZ) Last Positive Earnings Call Saw Share Price Rise By 13.10% Verizon had a positive earnings call on 24 Jan 2025 which saw its share price rise by 13.10% since. Verizon reported strong financial performance, subscriber growth, and strategic advancements in AI, offset by headwinds from promo amortization and wireline revenue p

The stock market faced another day of significant selloffs. There were selling pressure across the board which saw the S&P 500 dropped by 2.24%, NASDAQ also fell by 3.07% while DJIA decreased by 1.73%. There were two significant impact which contributed to the selloff with negative market sentiment. NVIDIA and AMD Announcement Catalyse Market Selloff $NVIDIA(NVDA)$ announced it expects first-quarter results to include up to $5.5 billion in charges related to H20 products due to export restrictions to China. AMD (AMD) also projected an $800 million impact. These announcements further catalyse the selling pressure which lead to negative market sentiment. Fed Comment Add To Selling Pressure Federal Reserve Chair Jerome Powell's recent remarks hav

We saw the technology sector took a further hit yesterday (16 April) after the Nasdaq-100 index (NDX) plunged 4.1%. This is catalysed by the downturn in semiconductor stocks and Powell's hawkish comments. $NVIDIA(NVDA)$ is facing significant challenges as it requires an indefinite license to export its H20 GPUs to China, essentially blocking sales due to ongoing trade tensions. Nvidia's disclosure regarding the need for special licenses to export its GPUs to China contributed to the negative sentiment, causing the $Philadelphia Semiconductor Index(SOX)$ to drop by 6.9%. This move is seen as a strategic measure by the U.S. government in the trade war with China. As of yesterday’s close, Nvidia had dropped 6

$Lockheed Martin(LMT)$ is expected to announce its Q1 2025 earnings results before the market opens on Tuesday, 22 April 2025. Analysts forecast revenue to be around $17.76 billion to $17.79 billion. This represents a modest year-over-year increase of approximately 3.3% to 3.4%.   Consensus estimates for EPS are in the range of $6.34 to $6.42. This suggests a slight increase (around 0.5% to 1.4%) compared to the $6.33 reported in Q1 2024.   Lockheed Martin (LMT) Last Neutral Earnings Call Saw Share Price Decline By 4.58% Lockheed Martin had a neutral earnings call on 28 Jan 2025 and its share price had decline by 4.58% since. The earnings call revealed a strong performance with record backlog and sales growth driven by strategic investmen

$Netflix(NFLX)$ is scheduled to release its Q1 2025 financial results on 17 April 2025 after the market closes. Analysts expect revenue to be around $10.5 billion, which would represent approximately 12% year-over-year growth. Netflix's own guidance was slightly lower at $10.4 billion (11.2% growth).   The consensus estimate is around $5.67 to $5.76 per share. This indicates roughly 8-9% growth compared to Q1 2024. Notably, some analysts point out this would be the slowest EPS growth rate in several quarters. Netflix guided for $5.58 per share. Netflix operating margin is expected to be strong, around 28.2% to 28.5%. Netflix has guided for 28.2% for the quarter and aims for 29% for the full year 2025.   Netflix (NFLX) Last Positive Earni

$Truist Financial Corp(TFC)$ is expected to release its quarterly earnings on 17 April 2025 before the market open. The consensus estimate for the revenues are expected to come in at $4.92 billion, which would represent a year-over-year increase of 2.2%. For the quarterly earnings per share, it is anticipated to come in at $0.87 per share, reflecting a decline of 4.4% compared to the same period last year. Truist Financial (TFC) Last Positive Earnings Saw Share Price Decline By 17.96% Truist Financial had a positive earnings call on 17 Jan 2025 which saw its share price decline by 17.96%. The earnings call reflects a positive outlook with strong capital positions, growth in investment banking, and digital adoption, despite challenges with narrow ma