Finance
Morning Bid: Nvidia earnings likely to overshadow delayed US data
Published by Global Banking & Finance Review®
Posted on November 17, 2025
2 min readLast updated: January 21, 2026
Global Banking & Finance Review®
Company
Published by Global Banking & Finance Review®
Posted on November 17, 2025
2 min readLast updated: January 21, 2026
Nvidia's earnings are poised to dominate market attention this week, overshadowing delayed US economic data and ongoing geopolitical tensions.
A look at the day ahead in European and global markets from Tom Westbrook
U.S. economic data starts flowing again on Monday, with construction spending figures for August. September jobs data is due on Thursday.
More up-to-date labour and price figures are not due until next month and concern over the data's quality as well as hawkish policymaker comments has expectations for a rate cut in December fading.
The main event for markets this week is likely Nvidia earnings after the close on Wednesday, which are shaping as a test for the artificial-intelligence bull run.
Analysts on average expect the company to post a 53.8% year-over-year rise in fiscal third-quarter earnings per share, according to LSEG, and they have been getting more optimistic about future revenue - leaving the company with a lot to beat.
In Asia on Monday, markets struck a cautious tone, sending the dollar up a little bit, while the deepening diplomatic disagreement between China and Japan hit stocks in Tokyo.
Shares in Muji parent Ryohin Keikaku, department store operator Isetan Mitsukoshi and Shiseido notched losses of around 10% each after China's warning to its citizens against travel to Japan.
A row erupted after Japan's Prime Minister Sanae Takaichi told lawmakers a Chinese attack on Taiwan could threaten Japan's survival and potentially trigger a military response.
A senior Japanese diplomat will head to China on Monday to try to calm things down, Japanese media reported. A separate Japanese news report on plans for a $110 billion government-spending stimulus package put pressure on Japanese bonds.
Key developments that could influence markets on Monday:
- Canada inflation data
- Delayed U.S. construction data; November Empire State manufacturing survey
- Fed's Williams, Jefferson, Kashkari and Waller
(Reporting by Tom Westbrook; Editing by Muralikumar Anantharaman)
Monetary policy refers to the actions taken by a country's central bank to control the money supply and interest rates to achieve macroeconomic goals such as controlling inflation, consumption, growth, and liquidity.
Economic growth is the increase in the production of goods and services in an economy over a period of time, typically measured as the percentage increase in real GDP.
Cryptocurrency is a digital or virtual currency that uses cryptography for security and operates on a technology called blockchain, which is a decentralized ledger of all transactions.
Financial markets are platforms where buyers and sellers engage in the trade of assets such as stocks, bonds, currencies, and derivatives, facilitating the exchange of capital and liquidity.
Investment is the act of allocating resources, usually money, in order to generate income or profit. It can involve purchasing assets like stocks, bonds, real estate, or starting a business.
Explore more articles in the Finance category
