Двухнедельный обзор фондовых рынков №349. Большие надежды

17.06.2026 — 7 420

• The Fed left the federal funds rate unchanged, as expected, in a 3.50–3.75% target range, but revised its rate forecast higher.
• May retail sales rose 0.9% MoM, above consensus of 0.6% MoM, delivering a clear positive surprise against a backdrop of modest core-goods CPI growth.

 

23.06.2026 — 7 365

• Carnival beat earnings expectations, with record EBITDA and an all-time high in customer deposits. The stock decline was driven by a cut to net-yield guidance rather than the quarterly results themselves.

 

24.06.2026 — 7 358

• FedEx reported strong fiscal 4Q26 results, beating earnings expectations. Growth in the Express segment, improved network efficiency, and record free cash flow were the key drivers.
• Micron reported record quarterly results, supported by strong memory pricing. The company also expanded the use of long-term contracts, improving business visibility and margin resilience.

 

25.06.2026 — 7 357

• May PCE deflator data came in broadly in line with expectations. The headline index rose 0.449% MoM, versus the median analyst forecast of 0.5% MoM.