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ON MONDAY

Domino's Pizza is expected to post a fall in first-quarter same-store sales as demand for dining out falls in the United States with consumers looking to stretch their household budgets. Investors will watch out for comments on demand trends in the U.S as well as key international markets for the year.

Insurance brokerage Brown & Brown is expected to post a higher first quarter profit on Monday, helped by robust growth in commissions and fees.

On the U.S. economic calendar, the Dallas Fed is scheduled to release the April figures of its Manufacturing Business Index.

In Latin America, Mexico is due to release its trade and unemployment figures for March. Additionally, Brazil is due to release its current account and foreign direct investment numbers for March.

REST OF THE WEEK

As President Donald Trump reaches the 100-day milestone of his second term on Wednesday, all eyes are on the Bureau of Economic Analysis' advance estimate for first-quarter GDP. The report is poised to offer an early glimpse into how the administration's policies are affecting the economy. The economy is expected to have grown at an annualized rate of 0.2%, a significant slowdown from the 2.4% growth recorded in the fourth quarter. In addition, the ADP National Employment Report is projected to show an increase of 103,000 jobs in April, following a gain of 155,000 jobs in March. Investors will also be watching the March JOLTS data, which will be released on Tuesday, as they assess the impact of ongoing tariff tensions on the economy. The consumer confidence index for April, due the same day, is anticipated to have dropped to 86.8 from 92.9 in March. Separately, the Case-Shiller 20-city home price index for February will be released. On Thursday, the ISM Manufacturing PMI is forecast to have declined to 48 in April from 49 in March. S&P Global will also release the final PMI figures for April. Additionally, the Labor Department's Bureau of Labor Statistics will report non-farm payrolls, which are forecast to have increased by 120,000 jobs in April, down from 228,000 job additions in March. Meanwhile, private payrolls are expected to have grown by 110,000 jobs, following an increase of 209,000 jobs in the previous month. The unemployment rate is expected to remain unchanged at 4.2%. Lastly, factory orders are expected to have risen by 4.5% in March, a notable jump from the 0.6% increase in February.

Apple is expected to report a rise in quarterly revenue on Thursday, with iPhone sales being flat in the January to March period due to competition in China and the slow rollout of Apple Intelligence features.

Microsoft is expected to report a rise in quarterly revenue on Wednesday, helped by steady demand for its cloud computing services. Investors will be focused on the company's capital spending plans and its outlook for business in light of U.S. President Donald Trump's tariff announcements.

Amazon is expected to report a rise in quarterly revenue on Thursday, driven by steady cloud demand, but whether the company's retail business would take a hit from global trade tensions will be on top of investors' minds. The company's comments on capital spending, AI and datacenter projects and its outlook for its business amid tariff uncertainty will be closely watched for.

Meta Platforms is expected to report higher first-quarter revenue on Wednesday, driven by growing digital advertising across its social media platforms as marketers turn to the Facebook parent's artificial intelligence tools to target its massive user base. Investors will be looking for commentary on a potential tariff-related risk to Meta's artificial intelligence goals and advertising spend. Separately, Snap is expected to report higher first-quarter revenue on Tuesday. Investors will be looking for commentary on how uncertainty fueled by tariffs has potentially impacted campaign schedules and marketing budgets for the Snapchat parent. Some analysts have said that an uncertain economy would trigger ad spending shifts to bigger platforms.

Chevron is expected to report first-quarter results on Friday before markets open. Investors will be on the lookout for any commentary on recent commodity price volatility and its impact on the company's financial and output guidance for the year. The market will also be keen on updates regarding its pending takeover of Hess Corp and Venezuela operations.

UPS is expected to post a year-over-year fall in quarterly profit and revenue when it reports its first-quarter results on Tuesday. Analysts say decelerating macro trends plus tariff-related uncertainties elevate risk for a first-quarter EPS downside.

Visa is expected to post a rise in second-quarter profit on Tuesday, helped by a rise in payments volume and data processing revenues. On Thursday, Mastercard is expected to report a higher first-quarter profit next week. Payments firm Block is expected to post a higher first-quarter profit on Thursday, as the company's transaction-based revenue benefits from robust consumer spending. Investors will closely watch out for the management's commentary on the economic outlook and spending trends.

Insurer Arch Capital Group is expected to post a fall in first-quarter profit on Tuesday, as elevated costs weigh on underwriting growth. Property and casualty insurer Allstate is expected to post a fall in first-quarter profit on Wednesday, as catastrophe losses from the California wildfires weigh on underwriting performance. Life and supplemental health insurance firm Globe Life is expected to post a higher first-quarter profit on Wednesday, driven by stronger underwriting performance and higher income from investments.

Coca-Cola is expected to post a fall in first-quarter revenue on Tuesday, as demand for sodas in the North American region slows at a time when consumers have turned increasingly cautious about spending due to U.S. President Donald Trump's tariffs likely pushing living costs up. Investors will look out for comments regarding supply chain costs, diversification of production and mitigation strategies to offset any rising costs from tariffs.

Smartphone chipmaker Qualcomm is expected to report a jump in second quarter revenue on Wednesday. Investors are watching closely for the impact of a Sino-U.S. trade war on revenue from the key China market.

Pfizer will report its first-quarter results before markets open on Tuesday. Investors will closely watch for any impact of Medicare policy changes on revenues from high-priced medicines such as heart disease drug Vyndaqel and older cancer drugs. Focus will also be on any comments on potential pharmaceutical tariffs and the drugmaker's plans for its nascent obesity franchise. On Thursday, Eli Lilly is set to report its first-quarter results before markets open. Investor focus will be on any comments related to potential pharmaceutical tariffs and the company's launch preparations for its obesity pill ahead of regulatory application. Progress around the international launch of its popular diabetes and weight-loss drug Mounjaro will also be closely watched.

Caterpillar Inc is expected to report a lower first-quarter profit and revenue on Wednesday.

JetBlue Airways is expected to report a quarterly loss on Tuesday. The focus will be on its commentary on travel demand and if the airline, like its peers, will withdraw its full-year guide. Meanwhile, U.S. aerospace supplier Howmet, on Thursday, is expected to report higher first-quarter profits on strong demand by planemakers for products like fasteners. Analysts will likely ask about the impact of tariffs on costs after Reuters revealed that Howmet warned customers it was declaring a force majeure event due to a U.S.-led trade dispute.

CVS Health will report first-quarter earnings on Thursday at a time when rival UnitedHealth's cut to its full-year forecast has raised concerns among investors about high medical costs. Investors will keep a close eye on its medical cost ratio and any comments on demand for healthcare services.

Starbucks is expected to post a drop in second-quarter comparable sales as consumers temper spending amid economic uncertainty. Investors will watch out for comments on demand trends in key markets, as well as the company's plans for its China business.

McDonald's is expected to post a drop in first-quarter revenue on Thursday, as diners hold back on frequent dining out amid an uncertain economic backdrop. Investors will look out for comments on any impact from tariffs on the supply chain, consumer sentiment and China sales. Additionally, Yum Brands is expected to post a rise in quarterly same-store sales, helped by robust demand for Taco Bell in the U.S. as well as KFC in its international markets. Investors will watch out for comments on the company's expectations for the year amid consumer pullback on dining out.

Smithfield Foods, the biggest US pork processor, issues quarterly results on Tuesday, as President Donald Trump's trade war with Beijing slashes sales to China. China, the world's biggest pork consumer, imposed steep tariffs on US goods, including meat, in retaliation for Trump's duties on Chinese products. Smithfield has said it does not sell material amounts of meat to China but it sells pig organs and other offal products that US consumers generally do not eat. On the same day, food distributor Sysco is expected to post a rise in third-quarter revenue, helped by demand for specialty seafood and fresh-cut meat products. Investors will look out for comments on annual forecasts, demand, pricing and supply chain challenges.

Mondelez is expected to announce an increase in first-quarter revenue on Tuesday, helped by demand for its snacks and confectionery. Investors will look out for comments on annual forecasts, impact, and efforts to offset cocoa price inflation, including cost-saving measures and pricing strategies. On Thursday, chocolate maker Hershey is expected to post a decline in first-quarter revenue, hurt by weaker demand for its confectionery items. Investors will look out for comments on demand, pricing, impact of tariffs, input costs as well as annual forecasts.

Apollo Global is scheduled to report its first-quarter results on Friday. Analysts expect the buyout giant to report higher profit, thanks to asset sales and a stronger insurance business.

Estee Lauder is expected to post a fall in third-quarter revenue on Thursday, as the MAC lipstick maker battles persistent weakness in Asia and a slowdown in its American markets as customers become mindful about spending on affordable luxuries such as makeup and skincare as well. Investors will look for comments on tariff impact, price hikes, new launches and any new cost saving initiative.

Motorcycle maker Harley-Davidson is expected to post a drop in first-quarter profit and revenue on Thursday.

Instacart, which is formally known as Maplebear, is expected to post a rise in first-quarter revenue on Thursday, helped by higher transaction and advertising fees, as well as robust demand for orders on its online grocery delivery platform. Investors will look for comments on annual forecasts and tariff-related concerns.

Spotify is expected to report higher first-quarter revenue on Tuesday, helped by growing subscribers. Investors will be looking for commentary on how the Swedish audio streaming giant's advertising push and AI initiatives are expected to boost its revenue. Some analysts have said that the company has limited risks from tariff-related exposure.

Intercontinental Exchange is set to report its first-quarter results on Thursday. The company is expected to report a rise in quarterly profit. Additionally, Cboe Global is expected to report a jump in first-quarter profit next week as the exchange operator benefits from market volatility stemming from uncertainty over U.S. trade policy. Also, Robinhood Markets is expected to post a rise in first-quarter profit on Wednesday, as a volatile market increased trading volumes across its products, as investors looked to hedge their portfolios.

Cruise operator Royal Caribbean is expected to post a rise in first-quarter revenue on Tuesday, helped by strong demand for its cruise vacations. Investors will look out for comments on demand, pricing, impact of ports, labor and fuel costs, tariffs as well as annual forecasts. On Wednesday, cruise operator Norwegian Cruise Line Holdings is expected to post a decline in first-quarter revenue, hurt by tepid demand for its cruise vacations. Investors will look out for comments on demand, pricing, impact of tariffs on travel demand, impact of ports, labor and fuel costs, as well as annual forecasts.

U.S.-based utility company Dominion Energy is expected to report an increase in first-quarter adjusted earnings per share on Thursday, helped by growth in power demand from a rise in data centers across the country. Additionally, Edison International on Tuesday is expected to report a rise in its quarterly earnings compared with a year ago. However, we also expect to see detailed commentary on the lawsuits related to its possible role in California's worst wildfires. Entergy is expected to report a rise in first-quarter results on Tuesday, helped by higher demand for electricity. Investors will look out for commentary on data center growth, new connection requests and upgrades to capital investment plans.

Reddit is expected to report higher first-quarter revenue. Investors will be looking for commentary on digital advertising spending on the social media platform at a time when tariff-related uncertainty could shift marketing budgets to bigger platforms and delay certain campaign schedules.

DuPont is expected to report a rise in first-quarter profit. Investors will be on the lookout for updates on its plans to spin off its electronics business and exposure to tariffs.

Bombardier is expected to report higher quarterly revenues on Thursday, but the Canadian business jet maker will face questions on the impact of a growing trade war on demand.

Canada's Loblaw is expected to post a rise in first-quarter revenue on Wednesday, on strong demand for groceries and pharmacy products. Investors will look out for comments regarding the impact from tariffs by the U.S and Canada on supply, production costs and consumer sentiment in Canada.

In Latin America, the central banks of Argentina and Chile are set to announce their respective interest rate decisions on Friday and Tuesday, respectively. Meanwhile, Brazil's IGP-M inflation index is scheduled for release on Tuesday. Additionally, the country's primary budget surplus figures will be available on Wednesday. On the same day, Mexico will release its first-quarter GDP figures. S&P Global Manufacturing PMI figures for Brazil and Mexico will be published on Friday.

(Compiled by Archak Sengupta in Bengaluru; Edited by Vijay Kishore)

((Archak.Sengupta@thomsonreuters.com;))