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Jay Woods is watching two beaten-down software stocks into earnings this week

Corporate EarningsAnalyst InsightsInflationMonetary PolicyEconomic DataTechnology & Innovation

The article previews earnings for two key software stocks and highlights a new inflation report as a potential market driver. The main macro focus is on what the inflation data could imply for new Fed chair Kevin Warsh and the policy outlook. Overall, it is a market-watch piece rather than a report of hard earnings or policy outcomes.

Analysis

The article previews earnings for two key software stocks and highlights a new inflation report as a potential market driver. The main macro focus is on what the inflation data could imply for new Fed chair Kevin Warsh and the policy outlook. Overall, it is a market-watch piece rather than a report of hard earnings or policy outcomes.

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