For Immediate Release
Chicago, IL – July 28, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Apple AAPL, Microsoft MSFT, Amazon AMZN, LVMH LVMUY, AstraZeneca AZN, Shell SHEL, Airbus EADSY and UBS UBS.
Here are highlights from Monday’s Analyst Blog:
The Fed & Earnings Reports Galore: Global Week Ahead
What happens across this Global Week Ahead?
It's all about central banks this week: interest rate-setters as distant as Tokyo, Washington and London will only grow more nervous As war escalation in the Middle East puts oil prices back to $100
As if that's not enough, U.S. tariffs are also back on the worry list for markets fretting about war-driven inflation and growth risks.
Next are Reuters’ five world market themes, re-ordered for equity traders--
(1) The U.S. Fed Meets This Week. Plus, There Are Major EPS Reports Out
A U.S. Federal Reserve meeting and a slew of corporate earnings reports headlined by technology giants are setting U.S. markets up for a busy week.
The Fed is widely expected to hold rates steady on Wednesday in its second meeting under new Chair Kevin Warsh.
Warsh has shunned offering guidance but vowed to bring the inflation rate down to target, so uncertainty remains high as interest rate rises might be in order at some point.
Recent consumer and producer price data that were cooler than market participants expected helped calm rate-hike bets, but a resurgence in oil prices means traders are raising their bets again.
Meanwhile, earnings reports from Apple, Microsoft and Amazon are due as investors count on a strong quarter for U.S. corporate profits and focus on AI spending trends.
Expect more scrutiny after hyperscaler Alphabet's shares tanked as it faced investor questions about its cash flow and higher capital spending plans this week.
(2) A Deluge of Corporate Earnings Come from Europe’s Major Corporations
It's Europe's busiest week of this earnings season with 40% of STOXX 600 market cap reporting, according to Barclays.
The line-up includes LVMH, AstraZeneca, Shell, Airbus and UBS.
Second-quarter profit in Europe is set to increase by 17.3% when combining the results of companies that have already reported with estimates for those pending.
That would mark the fastest growth rate since the fourth quarter of 2022. But that's driven mostly by energy, given surging oil prices. Exclude them and LSEG I/B/E/S expects a more modest 7.2%.
Flash Eurozone inflation and growth readings, meanwhile, could go some way to deciding whether the ECB will raise interest rates again this year, after it left policy unchanged on Thursday following June's hike.
(3) The Strait of Hormuz and the Bab el-Mandeb Strait (Red Sea) Are Closed
How much oil and gas is coming out of the Middle East is the most important near-term question, and investors now have two energy shipping chokepoints to watch.
Houthi attacks could make off-limits the Bab el-Mandeb strait, which links the Indian Ocean to the Red Sea and eventually the already-squeezed Strait of Hormuz.
That prospect sent Brent crude through $100 a barrel on Thursday for the first time since May. European gas prices just touched their highest levels since March.
A U.S.-Iran peace deal looks elusive, but news about the Gulf isn't the only thing investors will be looking for when they refresh Truth Social. The U.S. on Friday imposed new tariffs of 10% and 12.5% on goods from 60 trading partners, including the European Union and China, adding to market uncertainty.
(4) On Thursday, the Bank of England (BoE) Meets
The Bank of England has, unlike the European Central Bank or Bank of Japan, so far resisted the urge from some policymakers to hike rates in the face of oil-driven price pressure.
It's widely expected to do so again on Thursday.
Markets anticipate at least one interest rate increase this year as the rate of inflation picks up again, but signs of job market weakness indicate the BoE could adopt a more dovish tone.
Rate-setters meet just days after Prime Minister Andy Burnham entered Downing Street promising to reshape Britain.
In the post-policy-meeting briefing, BoE chief Andrew Bailey is likely to be pressed on his thoughts on what Burnham's agenda means for monetary policy.
Economists estimate an early decision to cut tax on electricity would slow inflation by 0.1 percentage points.
New finance minister John Healey, meanwhile, will also be scrutinized as watchful bond markets assess whether he will be friend or foe.
(5) On Friday, the Bank of Japan (BoJ) Meets
The Bank of Japan meets on Friday, with much riding on policymakers to deliver a hawkish message that could haul the yen away from a four-decade low against the U.S. dollar.
A well-telegraphed rate hike last month, $73 billion worth of currency intervention nor hope of money returning home have done much to lift the yen, which recently weakened beyond 163 per dollar for the first time since 1986.
Sources told Reuters that some in the BOJ see scope to raise rates at a faster pace than the dominant market view of twice a year if price pressure from a weak yen and rising energy costs persist.
Ahead of Friday's policy decision, Tokyo's July inflation figures are also due, though market participants don't expect the data to alter the BOJ outcome.
Free: Instant Access to Zacks' Market-Crushing Strategies
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. AI’s second wave is moving from infrastructure to implementation and these companies are at the forefront of this transition, positioned to become what Amazon and Google were to the internet era.
See Stocks Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Amazon.com, Inc. (AMZN): Free Stock Analysis Report
AstraZeneca PLC (AZN): Free Stock Analysis Report
Apple Inc. (AAPL): Free Stock Analysis Report
Microsoft Corporation (MSFT): Free Stock Analysis Report
UBS Group AG (UBS): Free Stock Analysis Report
Airbus SE - Unsponsored ADR (EADSY): Free Stock Analysis Report
LVMH-Moet Hennessy Louis Vuitton SA (LVMUY): Free Stock Analysis Report
Shell PLC Unsponsored ADR (SHEL): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).