Lots about to happen next week and into Q3/Q4
9/1/2025 10:14pm
Here’s a preview of the key events and highlights to watch out for in the coming week and throughout Q3 and Q4:
1. **Economic Indicators**: The US jobs report for August is expected to show a slight increase in job growth, which could reinforce expectations of a Federal Reserve rate cut. This is based on the assumption that the Fed may ease rates in September.
2. **Company Developments**: Alibaba saw a significant surge in its stock value after reporting increased AI revenue, which helped offset concerns related to competition in the e-commerce sector. Nukkleus Inc. also experienced a notable stock price increase following the establishment of a defense subsidiary and an exclusive distribution agreement with BladeRanger.
3. **Market Activity**: French markets experienced turmoil due to political instability, but this is expected to stabilize as the year progresses. A notable deal, the $18 billion takeover of JDE Peets by Keurig Dr Pepper, highlights how companies are navigating tariff-driven expansion and sector consolidation.
4. **Geopolitical Factors**: There was a political upset in France, with the Prime Minister calling a no-confidence vote. Additionally, India's foreign exchange reserves fell by $4.4 billion, which could have implications for the country's economy.
5. **Industry-Specific News**: OrganiGram Holdings reported record revenue despite facing challenges such as ERP integration issues. Broadcom Inc. is expected to report continued AI-driven growth, with a focus on its upcoming quarterly earnings report.
These events and developments are likely to have significant impacts on global markets and various industries, and investors should consider how they may influence their investment strategies.