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Financial Agenda – Week of July 21-25, 2025

Updated July 2025


Monday, July 21

Macro:

  • No major indicators scheduled

Micro / Companies:

  • Volatility Watch: NAK, ASST (high options activity)
  • Overbought RSI: MGRM, COGT, VIGL
  • Oversold RSI: INTA, NXXT
  • Axsome Therapeutics (AXSM) – R&D Day: neuroscience pipeline

Tuesday, July 22

Macro:

  • 2:30 PM – Speech by Jerome Powell (Fed Chair)
  • 4:00 PM – Richmond Manufacturing Index
  • 8:30 AM – July WTI contract expiration (watch for volatility)

Micro / Companies:

  • Expected earnings: KO, PM, TXN, GM, LMT
  • 1:00 PM – Speech by Michelle Bowman (Fed) on AI & banks

Wednesday, July 23

Macro:

  • 4:00 PM – Existing Home Sales
  • 10:00 AM – Atlanta Fed Business Inflation Expectations

Micro / Companies:

  • Expected earnings: GOOG, TSLA, IBM, TMUS, AT&T, CMG, HLT, GD
  • Expected volatility: ALK, VKTX (post earnings)
  • 5:30 PM – Tesla earnings call (Grok, Optimus V3, Robotaxi)
  • Trump speech on AI (possible impact on BTC, ETH, SOL, XRP)
  • Circana Report – video game sales (June)

Thursday, July 24

Macro:

  • 2:30 PM – Unemployment Claims
  • 3:45 PM – Flash Manufacturing PMI & Flash Services PMI
  • 4:00 PM – New Home Sales
  • 7:45 AM – ECB – Statement & press conference

Micro / Companies:

  • Expected earnings: HON, UNP, BX, INTC, DB, NEM
  • Expected volatility: IMAX, SAM
  • 4:30 PM – Nasdaq Short Interest Report

Friday, July 25

Macro:

  • 2:30 PM – Core Durable Goods Orders m/m
  • 2:30 PM – Durable Goods Orders m/m (expected: -10%)

Micro / Companies:

  • Expected earnings: HCA, CHTR, PSX, CNC
  • Start of the Alzheimer’s conference in Toronto:
  • Participants: ABOS, CRVN, MRVL:CA, QTRX

Key Highlights of the Week

  • Cryptos: Trump’s speech on AI = risk of BTC, ETH, SOL, XRP spikes
  • Tesla: AI and Robotaxi announcements – possible impact on $TSLA, $UBER, $GOOG, $AMZN, $LCID
  • PMI + Durable Goods: key indicators for U.S. economic momentum
  • Alzheimer’s Biotechs: focus on ABOS, CRVN, QTRX at the Alzheimer’s conference
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