What analysts and investors want to hear from this financial manager this profit season

The first quarter has taken advantage of the request before the expected definitions. On the other hand, the second quarter will test the companies’ ability to manage margin pressure, disrupt the supply chain, and the risks of advanced commercial policy.

The main American banks are among the first to report this week’s results. For all companies that reports, analysts will “focus on the laser” on how President Donald Trump’s taxes affect companies’ profits, according to Morningstar. The main theme is the impact of definitions and uncertainty in commercial policy, with analysts closely monitoring marginalization, signs of slowdown demand for consumer, and how companies prepare New tariffAnd how they deal with the fees that have already been implemented.

The markets remained relatively calm heading to the Q2, with major indicators like the S&P 500 and Nasdak newly Access to the highest new levels. Morningstar notes that Q2 profits are expected to reveal trends between companies in the tariff industries. The high -cost companies and the most strict margins may have to absorb more customs tariff expenses, while companies with stronger competitive advantages may be able to transfer more costs to consumers.

The momentum that pushed the S&P 500 to approximately 11 % in the second quarter and more than 7 % years to this week, according to Syria, Malik, the chief investment official of Global Investment Nuveen. The most prominent owner in LinkedIn post On Monday, there are major dynamics: the informal start of the profit season with Q2 reports from the financial sector, and a series of US economic data versions, such as the Consumer Prices Index (CPI) scheduled for this morning.

“While the total profit growth is expected to grow from the last quarter, estimates have settled in recent weeks after they decreased sharply in early April. However, the profit tape in the second quarter is relatively low,” Malik added.

On the Economic Front, Josh Hurt, the major American economists in forefrontThe basic consumer price index is expected to increase by 0.25 % month per month (2.9 % on an annual basis) and the main CPI increases by 0.29 % per month (2.6 % on an annual basis), which reflects a moderate force after soft printing in May. He said in a statement via e -mail: “While the pressures related to the tariff began to appear in the categories of commodities chosen in PCE, the total success in the consumer price index remains limited at the present time as companies hold on to raise retail prices.”

Regarding the feelings of the financial manager, Deloit Q2 2025’s Report of the signals of the financial manager Last week, the growth forecast had decreased through each major operating scale, as financial chiefs reduced revenue, profits and capital investments.

However, Steve Galuchi, the global leader and the United States of the DELOTTE financial director, described the current environment in the name of ReturnAnd not retreat. Financial leaders multiply on the basics: focus on growth engines, control of controlled risks, and staying active in integration and purchases.

Sherrill Istra
[email protected]

Leaders

Fortune 500 power moves

Marriott

Leeny ObergFinancial Director and EVP Development in International Marriott (No. 171He decided to retire from March 31, 2026, after spending more than two decades with the American hotel operator. Oberg, Financial Director will succeed since 2016 Jin TassonWho joined Marriott in 1992 and currently works as a global employee, the box secretary and risk management. Mason is also the former financial manager of the United States and Canada in the company. Sean Hill It was promoted to the role of EVP and the chief development official, on January 1. Oberg has been in this role since February 2023.

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More noticeable movements

Sarah C Yong Bell Partners, a private company specializing in investment and management in apartments, will be appointed, and will succeed John Tomlinson on his planned retirement from August 22. Young joined the company on July 9 and will present a report to Laila Den, CEO of Bell Partners. After his retirement, Tomlinson will remain a consultant to the company at the end of 2025. Young previously worked as the financial manager and chief manager of the Qamas forces group, a company affiliated with the Homebuilder Lennar, where she worked for 10 years. Before, Young was part of the Walton Street Capital financing group.

A big deal

deepen

“Elon Musk spent months reducing federal contracts – AI is now celebrating the Pentagon’s contract worth $ 200 million and a new unit for government business.” Tharwa report Written by Jessica Matthews.

Amnesty International, Amnesty International, in a blog, said on Monday that it launched a new section called “Grok with Gooverment”, and signed a $ 200 million contract with the Ministry of Defense. Xai has also announced that it has been added to the Public Services Administration schedule, which means that Xai products will be now available for purchase through every government office and agency. Read more here.

Hearing

“Let’s ensure that the road does not close the ownership of business by Bethon Wall Street, but it is still open to every American ready to raise themselves and their families.”

Brian Hamilton writes in a new luck Category. Hamilton founded Sageworks, Fintech, which has been obtained since then has helped business owners translating complex financial information. He also starred ABC’s Free Foundation, Brian Hamilton and prisoners for project owners established.