Catalyst Watch: Jobs Report, Tesla deliveries, Constellation Brands earnings, and Circle ratings

* IPO WATCH - The quiet period expires on Circle Internet Group (CRCL [https://seekingalpha.com/symbol/CRCL]) and Omada Health (OMDA [https://seekingalpha.com/symbol/OMDA]) to free up analysts to post ratings. * EARNINGS WATCH - Notable companies due to report include Progress Software (PRGS [https://seekingalpha.com/symbol/PRGS]). * DIVIDEND WATCH - Some companies that have an ex-dividend date coming next week include Deere & Company (DE [https://seekingalpha.com/symbol/DE]), Heico (HEI [https://seekingalpha.com/symbol/HEI]), Cisco (CSCO [https://seekingalpha.com/symbol/CSCO]), and Progressive (PGR [https://seekingalpha.com/symbol/PGR]). * ALL DAY - Ralliant (RAL) will begin trading after being spun off from Fortive (FTV [https://seekingalpha.com/symbol/FTV]). Ralliant was formed from Fortive's Precision Technologies segment, which has a legacy of innovation in test and measurement systems, specialty sensors, and aerospace, defense, and space subsystems.
Fortive will concentrate on Intelligent Operating Solutions and Advanced Healthcare Solutions, while Ralliant will focus exclusively on precision technologies. * 10:00 A.M. Atlanta Federal Reserve Bank President Raphael Bostic will speak on the economic outlook and monetary policy before an MNI Livestreamed Connect Video Conference. TUESDAY - JULY 1 * EARNINGS WATCH - Notable companies due to report include Constellation Brands (STZ [https://seekingalpha.com/symbol/STZ]) and Greenbrier Companies (GBX [https://seekingalpha.com/symbol/GBX]). * DATA WATCH - Key data reports due to arrive during the first few days of the week include updates on deliveries from Tesla (TSLA [https://seekingalpha.com/symbol/TSLA]), Nio (NIO [https://seekingalpha.com/symbol/NIO]), XPeng (XPEV [https://seekingalpha.com/symbol/XPEV]), Rivian Automotive (RIVN [https://seekingalpha.com/symbol/RIVN]), Li Auto (LI [https://seekingalpha.com/symbol/LI]), ZEEKR Intelligent (ZK [https://seekingalpha.com/symbol/ZK]), Polestar Automotive (PSNY [https://seekingalpha.com/symbol/PSNY]), and Lucid Group (LCID [https://seekingalpha.com/symbol/LCID]).
Quarterly sales reports from General Motors (GM [https://seekingalpha.com/symbol/GM]), Ford Motor (F [https://seekingalpha.com/symbol/F]), and Toyota (TM [https://seekingalpha.com/symbol/TM]) will also be closely watched. Other reports of high interest to investors will be the monthly Macau gross gaming revenue release, the monthly update on Class 8 truck orders, firearm background check data from the FBI, and discount broker DARTs reports. * CENTRAL BANK WATCH: The European Central Bank's forum on central banking in Sintra will include a policy panel with the heads of the Federal Reserve, the ECB, the Bank of Japan, the Bank of England, and the Bank of Korea. * 9:30 A.M. Federal Reserve Chairman Jerome Powell will participate in a policy panel before the European Central Bank Forum on Central Banking 2025, "Adapting to Change: Macroeconomic Shifts and Policy Responses." * 10:00 A.M.
The June Construction Spending report will be released by the U.S. Census Bureau. WEDNESDAY - JULY 2 * EARNINGS WATCH - Notable companies due to report include UniFirst (UNF [https://seekingalpha.com/symbol/UNF]). * ALL DAY - Universal Pictures' (CMCSA [https://seekingalpha.com/symbol/CMCSA]) Jurassic World Rebirth will open in the U.S. The film is expected to generate between $115 million and $135 million in its opening weekend in the U.S.
* ALL DAY - It is the five-year anniversary since Lemonade's (LMND [https://seekingalpha.com/symbol/LMND]) IPO. THURSDAY - JULY 3 * 7:30 A.M. The European Central Bank will release the minutes from its last policy meeting. * 8:30 A.M. The June U.S.
Jobs Report will be released by the Bureau of Labor Statistics. Economists expect job additions to fall to 120K from 139K in May and the unemployment rate to increase to 4.3%. * 10:00 A.M. Atlanta Federal Reserve Bank President Raphael Bostic will give a keynote speech on U.S. monetary policy in the IMFS Distinguished Lecture Series hosted by Institute for Monetary and Financial Stability.
FRIDAY - JULY 4 * ALL DAY - U.S. stock markets will be closed for observance of the Independence Day holiday. MORE ON SPDR S&P 500 ETF TRUST * S&P 500: Stagflation To Burst The Bubble [https://seekingalpha.com/article/4797673-sp500-stagflation-to-burst-the-bubble] * AAII Sentiment Survey: Optimism Creeps Up [https://seekingalpha.com/article/4797581-aaii-sentiment-survey-optimism-creeps-up] * Losing Its Steam? S&P 500 In No Man's Land [https://seekingalpha.com/article/4796935-losing-its-steam-s-and-p-500-in-no-mans-land] * S&P 500 jumps to a new record high and has been powered by some standout performers [https://seekingalpha.com/news/4463327-s-and-p-500-jumps-to-a-new-record-high-and-has-been-powered-by-some-standout-performers] * Only 22 S&P 500 stocks are at an all-time high as the index breaks out – BofA [https://seekingalpha.com/news/4463304-only-22-s-and-p-500-stocks-are-at-an-all-time-high-as-the-index-breaks-out-bofa]