Stocks to watch next week: JPMorgan, Goldman Sachs, TSMC, Persimmon and Vistry

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• This is likely to help to support banks' loan growth in the fourth quarter and in the year ahead amid the White House's pro-growth agenda

  80% confidence

• Persimmon is opening its strategic doors where possible

  80% confidence

• There are high hopes for investment banking revenues after a strong rebound in dealmaking activity in the prior quarter

  80% confidence

• Over the last year, the US has proven to be more resilient than anticipated with strong consumer spending, relatively tame inflation and robust growth despite the pressures from Trump's tariffs

  80% confidence

• Vistry's been on the receiving end of favourable government policies towards affordable housing of late

  80% confidence

• TSMC's dominant market position has enabled it to capitalise on the huge expansion in AI spending in recent years and this has compensated for the easing revenue associated with chips used in consumer electronics

  80% confidence

• Striking a positive tone next week will be key to rebuilding investor confidence into the new year

  80% confidence

• Pre-tax profit estimates for 2025 point to around 3% growth to £271m

  80% confidence

• Even as a preferred play within the sector, Persimmon has been hamstrung by the wider factors over which it has little influence, including but not limited to a faltering domestic economy

  80% confidence

• Last year was a strong year for US financials with earnings season set to be another potential positive catalyst for the sector underpinned by a stronger-than-expected US economy

  80% confidence

• There are a number of tailwinds which could yet revitalise the housebuilding sector

  80% confidence

• JPMorgan expects to recognise a $2.2bn provision for credit losses in its 2025 fourth quarter results related to the forward purchase commitment for Apple credit card

  80% confidence

• While there have been some signs of a softening, particularly in job growth, the U.S. economy generally remained resilient

  80% confidence

• Manufacturing facilities save around £5,500 per plot on building costs

  80% confidence

• There continues to be a heightened degree of uncertainty stemming from complex geopolitical conditions, tariffs and trade uncertainty, elevated asset prices and the risk of sticky inflation

  80% confidence

• There remains a noticeable supply shortage of homes domestically, government reforms to planning should oil the wheels of being able to break ground, and the recent interest rate cut is a step in the right direction

  80% confidence

• The company remained on track to deliver 2025 performance in line with market expectations

  80% confidence

• There will be close attention on what TSMC has to say about the outlook for the current quarter and the whole of 2026

  80% confidence

• TSMC's scale and expertise remains unrivalled in the chip making universe and there is little sign of that changing for now

  80% confidence

• Investors are hoping to hear that continued cost discipline has helped achieve this target, especially as its partnerships model is lower margin than ordinary housebuilding projects

  80% confidence

• Banks' trading activity is likely to have performed well in the fourth quarter, particularly in equities, given market volatility in November over AI bubble jitters

  80% confidence

Data points we hold from this source