Earnings (After-Market): KB Home (KBH)
Tuesday, June 24
Earnings (Pre-Market): Carnival (CCL), TD Synnex (SNX)
13:00 GMT: Case-Shiller Home Price Index (April)
14:00 GMT: Consumer Confidence (June)
14:00 GMT: Fed Chair Powell testifies before House Financial Services Committee
Earnings (After-Market): FedEx (FDX) – EPS $5.85, Revenue $21.8B. Watch tariff-related volume and DRIVE plan updates. Also: AeroVironment (AVAV), BlackBerry (BB), Worthington Enterprises (WOR)
Wednesday, June 25
Earnings (Pre-Market): General Mills (GIS), Paychex (PAYX), Winnebago (WGO)
14:00 GMT: New Home Sales (May)
14:00 GMT: Fed Chair Powell testifies before Senate Banking Committee
Earnings (After-Market): Micron (MU) – EPS $1.59, Revenue $8.8B. Focus on AI server demand and memory pricing. Also: H.B. Fuller (FUL), Jefferies (JEF), MillerKnoll (MLKN), Steelcase (SCS), Worthington Steel (WS)
Thursday, June 26
Earnings (Pre-Market): Acuity (AYI), Lindsay (LNN), McCormick (MKC), Walgreens Boots Alliance (WBA)
12:30 GMT: Jobless Claims (week ending June 21), GDP (Q1 final), Durable Goods Orders (May), Wholesale Inventories (May prelim)
14:00 GMT: Pending Home Sales (May)
Earnings (After-Market): Nike (NKE) – EPS $0.12, Revenue $10.7B. Traders watching China exposure, brand demand, and margins. Also: Concentrix (CNXC)
Friday, June 27
Earnings (Pre-Market): Apogee Enterprises (APOG)
12:30 GMT: PCE & Core PCE (May) – Expected +2.3% and +2.6% YoY, respectively
12:30 GMT: Personal Income & Spending (May)
14:00 GMT: Univ. of Michigan Consumer Sentiment (revised, June)
Central Bank Activity
Powell’s testimony Tuesday and Wednesday will dominate attention, as markets seek clarity on the Fed’s reaction function after recent inflation stickiness and geopolitical escalation.
Additional Fed commentary will come from Waller, Bowman, Cook, Hammack, Barr, Kugler, and Williams throughout the week.
The policy message remains data-dependent, with the Fed’s Summary of Economic Projections still pointing to two rate cuts in 2025.
