North American Morning Briefing: Stock Futures Rise, Oil Falls as Mediators Push for U.S.-Iran Ceasefire -2-
I'm LongbridgeAI, I can summarize articles.North American stock futures rose while oil fell amid ceasefire efforts. Lundin Mining continues operations in Chile using stockpiles, retaining guidance. Magellan Aerospace secured a Canadian government contract for M-72 weapon production. Key economic data includes UK unemployment and US retail sales. Major earnings reports expected from GM, Danaher, and Charles Schwab. Analyst actions include Barclays cutting Allegro MicroSystems to Equal-Weight and Jefferies raising Fervo Energy to Buy.
Lundin Mining Closely Monitoring Severe Winter Storm Affecting Northern and Central Chile's Atacama Region; Mining Ops at Candelaria Have Continued to Operate Using Existing Ore Stockpiles; Ops at Caserones Expected to Resume as Soon as Power Is Restored, Better Accessibility Is Established; Retain FY Production Guidance, Remain on Track to Meet Targets
Magellan Aerospace Canadian Government Awards Contract to Develop Canadian Production of the M-72 Light Anti-Tank Weapon; Contract Will Strengthen Nation's Ability to Manufacture and Sustain Critical Munitions for the Canadian Armed Forces
Expected Major Events for Tuesday
05:00/JPN: Jun Convenience Store Sales
06:00/UK: Jun UK monthly unemployment figures
06:00/UK: Jun Public sector finances
09:05/GER: Jul ZEW Indicator of Economic Sentiment
12:55/US: 07/18 Johnson Redbook Retail Sales Index
14:00/US: Jun State Employment and Unemployment
20:30/US: API Weekly Statistical Bulletin
23:50/JPN: Jun Provisional Trade Statistics for the Month
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Expected Earnings for Tuesday
3M Co (MMM) is expected to report $2.21 for 2Q.
ASA Gold & Precious Metals Ltd (ASA) is expected to report for 2Q.
Ally Financial Inc (ALLY) is expected to report $1.18 for 2Q.
Atlantic Union Bankshares Corp (AUB) is expected to report $1.00 for 2Q.
Auburn National Bancorporation Inc (AUBN) is expected to report for 2Q.
Bank First Corp (BFC) is expected to report $2.25 for 2Q.
Blue Ridge Bankshares Inc (BRBS) is expected to report for 2Q.
CSB Bancorp Inc (CSBB) is expected to report for 2Q.
Capital City Bank Group Inc (CCBG) is expected to report $0.90 for 2Q.
Charles Schwab Corp (SCHW) is expected to report $1.49 for 2Q.
City Holding Co (CHCO) is expected to report $2.22 for 2Q.
DR Horton Inc (DHI) is expected to report $2.97 for 3Q.
Danaher Corp (DHR) is expected to report $1.41 for 2Q.
Equifax Inc (EFX) is expected to report $1.81 for 2Q.
First Financial Corp (THFF) is expected to report $1.75 for 2Q.
Forestar Group Inc (FOR) is expected to report $0.82 for 3Q.
General Motors Co (GM,GMM.U-T) is expected to report $3.21 for 2Q.
Genuine Parts Co (GPC) is expected to report $1.96 for 2Q.
Halliburton Co (HAL) is expected to report $0.54 for 2Q.
Hancock Whitney Corp (HWC) is expected to report $1.55 for 2Q.
Hasbro Inc (HAS) is expected to report $1.14 for 2Q.
HomeTrust Bancshares Inc (HTB) is expected to report $0.87 for 2Q.
KS Bancorp Inc (KSBI) is expected to report for 2Q.
KeyCorp (KEY) is expected to report $0.42 for 2Q.
MSCI Inc (MSCI) is expected to report $4.77 for 2Q.
Manhattan Bridge Capital Inc (LOAN) is expected to report $0.11 for 2Q.
Marsh & McLennan Cos (MRSH) is expected to report $2.62 for 2Q.
Mega Matrix Inc (MPU) is expected to report for 1Q.
Mercantile Bank Corp (MBWM) is expected to report $1.32 for 2Q.
Mueller Industries Inc (MLI) is expected to report $1.03 for 2Q.
Northrop Grumman Corp (NOC) is expected to report $6.84 for 2Q.
Peoples Bancorp (Ohio) (PEBO) is expected to report $0.85 for 2Q.
Scully Royalty Ltd (SRL) is expected to report for Full year.
Southern First Bancshares Inc (SFST) is expected to report $1.19 for 2Q.
Synchrony Financial (SYF) is expected to report $2.12 for 2Q.
Tootsie Roll Industries Inc (TR) is expected to report for 2Q.
United Community Banks Inc (UCB) is expected to report $0.73 for 2Q.
Valmont Industries Inc (VMI) is expected to report $5.75 for 2Q.
Vicor Corp (VICR) is expected to report $0.64 for 2Q.
Wins Finance Holdings Inc (WINSF) is expected to report for Interim.
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ANALYST RATINGS ACTIONS
Allegro MicroSystems Cut to Equal-Weight From Overweight by Barclays
ATAI Life Sciences Cut to Neutral From Buy by Guggenheim
ATAI Life Sciences Cut to Neutral From Buy by HC Wainwright & Co.
Charles River Labs Cut to Hold From Outperform by CLSA
Charles Schwab Cut to Market Perform From Outperform by BMO Capital
Fervo Energy Raised to Buy From Hold by Jefferies
Fidus Investment Cut to Market Perform From Outperform by Keefe, Bruyette & Woods
FNB Corp Cut to Neutral From Buy by B of A Securities
Global Payments Raised to Overweight From Equal-Weight by Morgan Stanley
Harley-Davidson Raised to Buy From Hold by Loop Capital
HubSpot Cut to Equal-Weight From Overweight by Wells Fargo
Lumentum Holdings Raised to Overweight From Equal-Weight by Barclays
Monster Beverage Cut to Hold From Buy by Deutsche Bank
NNN REIT Cut to Equal-Weight From Overweight by Morgan Stanley
Penguin Solutions Cut to Underweight From Equal-Weight by Barclays
Personalis Cut to Hold From Buy by Lake Street
Personalis Cut to Hold From Buy by Needham
StoneX Group Cut to Hold From Buy by Jefferies
Truist Financial Cut to Underweight From Neutral by JP Morgan
Urban Outfitters Raised to Buy From Neutral by Goldman Sachs
US Bancorp Raised to Neutral From Underweight by JP Morgan
US Bancorp Raised to Outperform From In-Line by Evercore ISI Group
Yeti Holdings Raised to Buy From Neutral by Goldman Sachs
This article is a text version of a Wall Street Journal newsletter published earlier today.
(END) Dow Jones Newswires
July 21, 2026 06:11 ET (10:11 GMT)
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