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Day Ahead: Top 3 Things to Watch

Published 2019-10-30, 04:37 p/m
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Investing.com - Here's a preview of the top 3 things that could rock markets tomorrow.

1. Tech in Focus as Apple, Facebook Beat

Facebook (NASDAQ:FB) climbed in postmarket trading on Wednesday after the social media giant topped earnings and revenue estimates, led by a rise in advertising growth.

The company reported earnings per share (EPS) of $2.12 on revenue of $17.65 billion. Analysts polled by Investing.com expected EPS of $1.90 on revenue of $17.36 billion. That compared to EPS of $1.76 on revenue of $13.73 billion in the same period a year earlier.

Advertising revenue rose 28% to $17.38 billion in the third quarter from a year earlier.

Shares were up about 4.6% after hours.

Apple shares (NASDAQ:AAPL) were up about 2% after the company delivered pretty much everything investors were looking for.

Ahead of Friday’s nonfarm payrolls report, meanwhile, the Labor Department releases its weekly count of the number of new individuals who filed for unemployment insurance for the week ended Oct. 26.

In addition to beating earnings and revenue expecations, the company guided sales in line with expectations for its fiscal first quarter, the all-important holiday shopping period and the first full quarter for sales of the iPhone 11, which has helped rejuvenate interest in its handsets.

It guided fiscal first-quarter sales of $85.5 billion to $89.5 billion, compared with the consensus forecast of $86.2 billion from S&P Capital IQ. The midpoint of the guidance was slightly above expectations at $87.5 billion.

2. Consumer, Jobs and Inflation in Focus

Inflation, jobless claims numbers and consumer data are on the economic agenda for tomorrow.

The Fed’s preferred measure of inflation, the core PCE index, which calculates spending minus volatile food and energy costs, arrives along with personal spending and income numbers from Commerce Department at 8.30 AM ET (12:30 PM GMT).

The September core PCE is expected remain unchanged at 0.1% for September, but slow to 1.7% from 1.8% a year earlier.

The inflation data comes just a day after the Fed singled out “muted inflation pressures” as one of its primary reasons for cutting rates for the third time this year.

Economists forecast that initial jobless claims increased 215,000, up from the 212,000 rise seen the previous week.

Kraft Heinz is expected to report earnings of 54 cents per share on revenue of $6.13 billion, down from 78 cents a share in earnings on revenue of $6.38 billion a year ago.

The consumer, the backbone of the economy (as Fed Chairman Jerome Powell noted Wednesday), is also in focus with personal spending and income data due.

Personal income for September is forecast to have slowed to 0.3% from 0.4% in the prior month while personal spending is expected to have risen 0.2%.

3. Kraft Heinz in Focus as Earnings Show Continues

Kraft Heinz (NASDAQ:KHC) has had it tough so far, with its shares down by about a third so far this year as rising costs and weaker sales have kept a lid on financial performance.

The packaged food and beverage giant reports earnings before the bell. But there appear few willing to bet the company will deliver a good third quarter, with many keen for an update on the company’s plans to turn around performance.

Other notable companies reporting earnings tomorrow include Royal Dutch Shell (NYSE:RDSa), Bristol-Myers Squibb (NYSE:BMY), Clorox (NYSE:CLX), Dunkin Brands Group (NASDAQ:DNKN) and Altria (NYSE:MO).

Moves in tech stocks will likely be dominated by Facebook (NASDAQ:FB) and Apple (NASDAQ:AAPL).

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