Inflation Data, Super Micro, Cisco, Rocket Lab, Tapestry, and More to Watch This Week

Stocks sprinted out the gate to start August, posting their best week since April. The S&P 500 index rose 3.6% to close at a record high, and the Nasdaq Composite jumped 5.2%.

Optimism over a short-term truce between Iran and the U.S. sent oil prices tumbling, with Brent crude, the international benchmark, down 5% last week. Lower oil prices and a weaker-than-expected jobs report helped push yields on the 10-year Treasury note down about 10 basis points, further cementing investors’ willingness to move into risker assets.

The drop in Treasury yields will be put to the test this week when the Bureau of Labor Statistics releases the consumer price index on Wednesday. The BLS will also report wholesale inflation on Thursday, while the Census Bureau will release retail sales statistics on Friday.

The bulk of earnings season is over, with nearly 90% of S&P 500 companies having reported. Corporate America has once again passed with flying colors, which is reflected in record equity prices.

Ten more index constituents are set to announce results this week, including Simon Property Group on Monday, Super Micro Computer on Tuesday, Cisco Systems on Wednesday, and Applied Materials and Tapestry on Thursday.

Monday 8/10

AST SpaceMobile, Barrick Mining, Ferguson Enterprises, Rocket Lab , and Simon Property Group announce earnings.

Tuesday 8/11

Cardinal Health, Cava Group, CoreWeave, Lumentum, On Holding, Super Micro Computer, and Venture Global report quarterly results.

The National Federation of Independent Business releases its Small Business Optimism Index for July. Expectations are for a 97.8 reading, slightly higher than the June figure, and just shy of the 52-year average of 98.

The National Association of Realtors reports existing-home sales for July. Consensus estimate is for a seasonally adjusted annual rate of 4.05 million homes sold, slightly fewer than in June. The median price of an existing home hit a record high of $440,600 in June.

Wednesday 8/12

Amcor, Brinker International, Cerebras Systems, Cisco Systems, Coherent, Nebius Group, Performance Food Group, StubHub Holdings, and Trimble release earnings.

The Bureau of Labor Statistics releases the consumer price index for July. Economists forecast 3.4% year-over-year increase, one-tenth of a percentage point less than in June. The core CPI, which strips out volatile food and energy prices, is expected to rise 2.5%, compared to 2.6% previously. The core CPI was last at or below the Federal Reserve’s 2% inflation target in March of 2021.

Thursday 8/13

Applied Materials, Brookfield, Tapestry, and Yeti Holdings announce quarterly results.

The BLS releases the producer price index for July. The consensus call is for a 4.9% jump from a year earlier, while the core PPI is seen rising 4.1%. This compares with increases of 5.5% and 4.7%, respectively, in June.

Friday 8/14

The Census Bureau reports retail and food-service sales for July. The Consensus call is for 0.2% month-over-month increase, matching the June figure.

The University of Michigan releases its Consumer Sentiment index for August. Consensus estimate is for a 54.1 reading, about one point lower than in July. In July, consumer expected year-ahead inflation of 4.2%.

Write to Dan Lam at dan.lam@dowjones.com

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