The Zacks Analyst Blog Highlights JPMorgan, Wells Fargo, Morgan Stanley, Delta Air Lines and Constellation Brands

For Immediate ReleaseChicago, IL – April 8, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: JPMorgan JPM, Wells Fargo WFC, Morgan Stanley MS, Delta Air Lines DAL and Constellation Brands STZ.Here are highlights from Monday’s Analyst Blog:The First Q1 Earnings Land: Global Week AheadWhat to look out for in the Global Week Ahead?Global investors have yearned for clarity over President Trump's tariffs.But now they have it, and don't much like what they see.As part of his "Liberation Day" on April 2nd, Trump slapped hefty tariffs on major trading partners, plunging markets into turmoil.This happened just as investors parse through the first new quarterly earnings, along with Chinese inflation data.Traders are waiting for the rest of the world to respond.Next are Reuters’ five world market themes, re-ordered for equity traders—(1) On Friday, the First Q1-25 S&P500 Earnings Report Hit the Tape.A crucial quarterly reporting season for U.S. companies kicks off in the coming week, led by results from several major banks.Investors will be hoping strong earnings can revive enthusiasm for stocks on the heels of the worst quarterly performance for the S&P 500 since 2022.JPMorgan, Wells Fargo and Morgan Stanley, are among those reporting on April 11th. Delta Air Lines and Corona beer maker Constellation Brands also post results this week.Overall, first-quarter earnings for the S&P500 are expected to have climbed by +8.0% from the year-earlier period, according to LSEG IBES, with the fallout from tariffs likely to be a major topic for companies.Focus will also be on the Consumer Price Index (CPI) report for March due Thursday, April 10th. Investors are looking to see if U.S. inflation is moderating enough to allow the Fed to continue cutting rates.(2) U.S Recession Worry Builds, After the April 2nd Trump Tariffs.Trump's tariffs have panicked investors, who now believe a U.S. recession could happen, jettisoning U.S. stocks in one of the most aggressive sell-offs in the past 30 years and hunting for safe-haven gems.The U.S. dollar has typically been the shelter of choice. But the extent of the fear over what damage the tariffs might do to the U.S. economy and the U.S. administration's increasingly isolationist tendencies has left the dollar in the dust.Gold, the Japanese yen and the Swiss franc have all soared along with Treasury prices.Not content with turning the world order on its head, Trump & Co. are turning markets on their head, too — and investors are having to find new ways to play it.(3) What Trade Retaliation, Against U.S. Tariffs, is In Store?Global markets have felt the impact of "Liberation Day;” now they have to brace for what many are already calling "Retaliation Day" from trade partners in response to the highest U.S. tariffs in over a century.Signs of that may come during this week and beyond. The next steps from the European Union and China are especially in focus.The EU is expected to pursue a phased approach that leaves space for negotiations to deescalate tensions. China, which reacted immediately when the U.S. imposed 10% tariffs just weeks ago, has not acted... yet.For market watchers, it's pretty straightforward — the stronger the retaliation to U.S. tariffs, the higher the chances the world economy lurches into recession and keeps investors away from risk assets.(4) Facing Huge New U.S. Tariffs, Factory Troubles Surge Across Asia."Factory Asia" has taken a particularly large hit from Trump’s new tariffs.Six of the nine Southeast Asian countries on Trump's list face tariffs between 32% and 49%. Sri Lanka, which is clawing back from its worst economic crisis in a generation, took a painful 44% hike.The news sent Asian currencies plunging – and Sri Lanka's sovereign dollar bonds to their lowest since last year's debt restructuring.Investors expect Asia's central banks to counter the hit. Thailand's central bank has already said it's ready to manage tariff-induced volatility.For Sri Lanka, it's trickier; the U.S. typically takes around 40% of its apparel exports, which brought in a net $1.9 billion last year – its second-biggest source of foreign currency.Yohan Lawrence, Secretary General of Sri Lanka's Joint Apparel Association Forum said the situation “must be addressed as a matter of national urgency.”(5) On Thursday, Mainland China Consumer Price Inflation (CPI) Data Comes Out.Chinese inflation data is due on Thursday, and investors will be hoping households in the world's second-largest economy showed more willingness to spend in March after February's dismal consumer price index reading.The figures come on the heels of China's State Council's "special action plan" reveal last month, featuring measures such as increasing residents' income and establishing a childcare subsidy scheme to boost domestic consumption.While recent economic data in the country has turned more favorable and Chinese stocks continue to find themselves more buyers, persistent deflationary pressures remain a huge drag.Trump's tariffs are also complicating matters for Beijing in its quest to mount a solid recovery.In other news, a rate decision from the Reserve Bank of New Zealand (RBNZ) is due on Wednesday, where expectations are for yet another rate cut as policymakers seek to revive a struggling economy.Zacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.comPast performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. 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Click to get this free report Wells Fargo & Company (WFC): Free Stock Analysis Report JPMorgan Chase & Co. (JPM): Free Stock Analysis Report Morgan Stanley (MS): Free Stock Analysis Report Delta Air Lines, Inc. (DAL): Free Stock Analysis Report Constellation Brands Inc (STZ): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks