15:I[66739,["/_next/static/chunks/0_jglizaxuvid.js?dpl=dpl_41PktbuAN6368Tdep2UvgaGgrL75","/_next/static/chunks/00yc4h63rurg4.js?dpl=dpl_41PktbuAN6368Tdep2UvgaGgrL75","/_next/static/chunks/05hx6kuf6-oy4.js?dpl=dpl_41PktbuAN6368Tdep2UvgaGgrL75","/_next/static/chunks/0nu8l7y_o7n97.js?dpl=dpl_41PktbuAN6368Tdep2UvgaGgrL75","/_next/static/chunks/0dc6byhwaywc_.js?dpl=dpl_41PktbuAN6368Tdep2UvgaGgrL75","/_next/static/chunks/0g9_wl34k-6l4.js?dpl=dpl_41PktbuAN6368Tdep2UvgaGgrL75","/_next/static/chunks/06dn~uer6.43l.js?dpl=dpl_41PktbuAN6368Tdep2UvgaGgrL75"],"default"] 17:I[38632,["/_next/static/chunks/0qqtp3r0h7kah.js?dpl=dpl_41PktbuAN6368Tdep2UvgaGgrL75","/_next/static/chunks/0iukvycbd42rl.js?dpl=dpl_41PktbuAN6368Tdep2UvgaGgrL75"],"IconMark"] 16:T49e,

James St. Aubin gives his expectations for 2Q earnings season and what he’s hoping to see in company guidance in particular. He digs into the state of the labor market and what he thinks the Fed’s next moves will be. He notes that continuous claims are at the highest level since 2021, arguing that there are “cracks” below the surface in U.S. jobs. He calls valuation the market’s biggest risk factor.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-...

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...

Watch on Sling - https://watch.sling.com/1/asset/19192...

Watch on Vizio - https://www.vizio.com/en/watchfreeplu...

Watch on DistroTV - https://www.distro.tv/live/schwab-net...

About Schwab Network - https://schwabnetwork.com/about

2Q Earnings Expectations: What to Watch in Quarterly Reports

Schwab Network

2Q Earnings Expectations: What to Watch in Quarterly Reports