Wall Street Week Ahead

Wall Street Breakfast5.74M FollowersSubscribe5ShareSavePlay(5min)Comments Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify. Michelle Brittain/iStock Editorial via Getty Images Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition. Wall Street heads into a busy week dominated by major bank results. There will also be inflation data and a heavy slate of Federal Reserve commentary. Earnings season kicks off with Goldman Sachs (GS) on Monday, followed by a wave of financial heavyweights on Tuesday, including JPMorgan Chase (JPM), Wells Fargo (WFC), Citigroup (C), and BlackRock (BLK). Later in the week, results from Taiwan Semiconductor (TSM), Netflix (NFLX), and PepsiCo (PEP) will offer insight into global demand, tech spending, and consumer trends. On the macro front, the March Producer Price Index on Tuesday will be closely watched for signs of pass-through from recent oil volatility, while the Federal Reserve’s Beige Book on Wednesday will provide a snapshot of economic conditions across regions. A steady stream of Fed speakers throughout the week, including John Williams and Neel Kashkari, could also shape rate expectations. Energy markets remain in focus with OPEC’s monthly report due Monday, while geopolitical developments continue to influence sentiment. Earnings spotlight: Monday, April 13: Goldman Sachs (GS). See the full earnings calendar. Earnings spotlight: Tuesday, April 14: JPMorgan (JPM), J&J (JNJ), Wells Fargo (WFC), Citigroup (C). See the full earnings calendar. Earnings spotlight: Wednesday, April 15: ASML (ASML), Bank of America (BAC), Morgan Stanley (MS). See the full earnings calendar. Earnings spotlight: Thursday, April 16: Taiwan Semiconductor (TSM), Netflix (NFLX), PepsiCo (PEP). See the full earnings calendar. In case you missed it Citrini Research analyst gets first-hand look at Strait of HormuzMichael Burry buys JD, Alibaba shares; adds to Nvidia putsCiti downgrades six software stocks as AI concerns intensifyThe long and winding road for GTA 6 may be endingSpaceX details IPO scheduleMore departures at The Trade Desk as three execs depart Investing Group Spotlight After more than a decade on Seeking Alpha, Leo Nelissen has launched Main Street Alpha, an Investing Group focused on long-term, macro-driven investing. With over 50,000 followers, Leo’s approach blends macro insights, geopolitical analysis, and fundamental research to identify high-quality businesses and build disciplined, long-term portfolios.Take a look at his latest Idea:(Free Full Article) In this article, Leo Nelissen introduces two higher-risk stocks ahead of the launch of his Main Street Alpha service, highlighting opportunities beyond his usual conservative approach. The first, The Mosaic Company, operates in the agricultural fertilizer space. While historically a weak long-term performer due to its commodity nature, Leo views it as a strong inflation play, with improving supply-demand dynamics and rising prices potentially driving earnings growth and a stock rebound.The second, Kinsale Capital Group, is a specialized insurer in the excess and surplus market. Leo considers it a long-term compounder, supported by strong cost efficiency, disciplined underwriting, and increasing use of technology like AI. Although facing short-term pressure from rising competition, its current valuation presents an attractive entry point.Overall, Leo sees both stocks benefiting from a broader cyclical recovery, offering potential upside for investors willing to take on higher risk.Main Street Alpha helps investors navigate markets with a macro-driven strategy, real-money portfolios, and a disciplined approach to capital allocation. Members get full access to institutional-quality research, three actively managed portfolios, timely trade alerts, and direct interaction with Leo Nelissen and his team. Join now to lock in early access pricing; the first 400 members can subscribe for just $499 per year before the price increases to $599. Learn more >> What SA Analysts Are Watching The Market Is Wrong About Claude Mythos: Buy Software, Buy It AllThe Magnificent 7 Broke - That's Exactly Why I'm BuyingNetflix Earnings Preview: With The WBD Saga Over, Focus Shifts To Advertising And Live SportsTaiwan Semiconductor Is Setting Up For Another BeatJPMorgan Chase: Earnings Offer Catalyst Opportunity For SharesJohnson & Johnson Q1 Earnings Preview: Time To Sell The Rally? This article was written byWall Street Breakfast5.74M FollowersSubscribeWall Street Breakfast, Seeking Alpha's flagship daily business newsletter, is a one-page summary that gives you a rapid overview of the day's key financial news. 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