Editorial companion

What stands out

Bloomberg's Week Ahead puts Oracle, Adobe and Macy's on the calendar as earnings land, with Nathan Hager and Carmen Reinicke flagging which details will move markets. Oracle and Adobe act as barometers for enterprise cloud spending and subscription margin leverage, while Macy's will speak to consumer demand. With the Federal Reserve (Fed) and inflation still dominating headlines, guidance on recurring revenue, cloud ARR and discretionary spending will likely matter more than the headline EPS number.