Investors are reeling from historic volatility in recent sessions. The Volatility Index (VIX) soared to 60 early this week\u2014its highest level since March 2020\u2014as uncertainty regarding President Trump\u2019s tariff turned to turmoil. All areas of the global market endured selling pressure, even perceived safe havens like Treasuries at times. The S&P 500\u00ae cratered to bear-market territory Monday morning, down 20% from its all-time high, while megacap tech stocks felt some of the steepest losses. The POTUS came to the rescue Wednesday afternoon, though, announcing a 90-day delay in reciprocal tariffs, paving the way for possible trade-policy dealmaking.<\/p>\n\n\n\n
Shareholders aren\u2019t the only group still on edge. Corporate executives remain unsure how to react\u2014come out against quickly-changing policies or keep with their wait-and-see tack. With earnings season beginning today<\/a>, JP Morgan<\/a> (JPM), Wells Fargo (WFC), Morgan Stanley (MS), and BlackRock (BLK) serving up Q1 results, it\u2019s possible we\u2019ll hear corporate color on the Liberation Day decisions along with ones made this week. BlackRock CEO Larry Fink offered a dose of optimism in a sea of fear, saying there could be a \u2018buying opportunity\u2019 amid the plunge; he caveated that there might be another 20% downside, however.1<\/sup><\/p>\n\n\n\n What is unique about this set of quarterly results is that nothing seems to matter besides tariffs. We take issue with that\u2014corporate balance sheets are in good shape, workers have been collecting solid inflation-adjusted wages, and the employment situation, as we heard last Friday morning, is decent. We even got a decent CPI report yesterday. That\u2019s maybe the best we can hope for as macro turmoil unfolds and the trade war ebbs and flows.<\/p>\n\n\n\n Investors will also glean information from the Q2 conference season. Already underway, there are many significant gatherings still on tap. Executives, analysts, and shareholders can perhaps escape the non-stop tariff headlines by mixing, mingling, and meeting to discuss industry-specific trends. It\u2019s also possible that new strategies to safeguard income statements and balance sheets from protectionist trade policies can offer hope to worried stakeholders.<\/p>\n\n\n\n Volatility isn\u2019t just a stock-market phenomenon. Interest rates have swung wildly, energy prices have plunged, there\u2019s been upheaval in the metals markets, and often-calm currency pairs continue to react violently to each social media post by the president and TV spot from members of his administration. The result is tremendous unease about how to plan, including long-term capex activities, hiring initiatives, and financial decisions, like buybacks and dividend announcements. A small glimmer of confidence was voiced by Broadcom (AVGO) earlier this week when it authorized a $10 billion stock repurchase plan (of course, authorizations and executions are two different things).2<\/sup><\/p>\n\n\n\n So, don\u2019t downplay the importance of conferences in the next few months. What happens in Q2 may determine whether the US enters a recession in 2025, so paying close attention to industry gatherings will be key as we navigate treacherous macro waters. Here are each sector\u2019s major investor conferences: Health Care<\/strong><\/p>\n\n\n\n May 7:<\/strong> Citizens JMP Life Sciences Conference Consumer Discretionary & Consumer Staples<\/strong><\/p>\n\n\n\n April 15:<\/strong> Bank of America Securities Automotive Summit Financials & Real Estate<\/strong><\/p>\n\n\n\n May 13:<\/strong> Wells Fargo Financial Services Investor Conference Industrials<\/strong><\/p>\n\n\n\n May 5:<\/strong> Oppenheimer 20th Annual Industrial Growth Conference Energy & Utilities<\/strong><\/p>\n\n\n\n April 16:<\/strong> Jefferies Power x Coin Conference Materials<\/strong><\/p>\n\n\n\n May 13:<\/strong> Bank of America Global Metals, Mining and Steel Conference Regional<\/strong><\/p>\n\n\n\n May 7: <\/strong>J.P. Morgan MENA Global Opportunities Conference Investor Specific & Multi-Sector<\/strong><\/p>\n\n\n\n May 20:<\/strong> Sidoti May Micro Cap Virtual Conference (virtual) —<\/p>\n\n\n\n Originally Posted on April 11, 2025 – Q2 2025 Investor Conference & Events Highlights<\/a><\/p>\n\n\n\n Copyright \u00a9<\/sup> 2025 Wall Street Horizon, Inc. All rights reserved. Do not copy, distribute, sell or modify this document without Wall Street Horizon’s prior written consent. This information is provided for information purposes only. Neither TMX Group Limited nor any of its affiliated companies guarantees the completeness of the information contained in this publication, and we are not responsible for any errors or omissions in or your use of, or reliance on, the information. This publication is not intended to provide legal, accounting, tax, investment, financial or other advice and should not be relied upon for such advice. The information provided is not an invitation to purchase securities, including any listed on Toronto Stock Exchange and\/or TSX Venture Exchange. TMX Group and its affiliated companies do not endorse or recommend any securities referenced in this publication. This publication shall not constitute an offer to sell or the solicitation of an offer to buy, nor may there be any sale of any securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction. TMX, the TMX design, TMX Group, Toronto Stock Exchange, TSX, and TSX Venture Exchange are the trademarks of TSX Inc. and are used under license. Wall Street Horizon is the trademark of Wall Street Horizon, Inc. All other trademarks used in this publication are the property of their respective owners.<\/em><\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n","protected":false},"excerpt":{"rendered":" Investors are reeling from historic volatility in recent sessions. <\/p>\n","protected":false},"author":586,"featured_media":222028,"comment_status":"open","ping_status":"closed","sticky":true,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[18,6,8,9,22,26,3],"tags":[2397,16367,10995,19129,19130],"contributors-categories":[13636],"class_list":{"0":"post-222010","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-macro","8":"category-north-america","9":"category-region","10":"category-securities","11":"category-stocks","12":"category-text-articles","13":"category-traders-insight","14":"tag-earnings-season","15":"tag-investor-conferences","16":"tag-market-volatility","17":"tag-q2-2025-highlights","18":"tag-trade-policy-impact","19":"contributors-categories-wall-street-horizon"},"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"\nCan the Economy Hang in There?<\/h2>\n\n\n\n
A Full Conference Slate<\/h2>\n\n\n\n
Shedding Light on Many Unknowns<\/h2>\n\n\n\n
Information Technology & Communication Services
<\/strong>
April 9<\/strong>: Google Cloud Next 2025
April 28<\/strong>: Piper Sandler Cybersecurity CEO Summit
May 9<\/strong>: Needham 20th Annual Technology, Media & Consumer Conference
May 13<\/strong>: JP Morgan 53rd Annual TMT Global Technology Media and Communications Conference
May 19<\/strong>: Microsoft Build 2025
May 21<\/strong>: JP Morgan European Technology, Media and Telecoms TMT Conference
May 27<\/strong>: Bitcoin 2025
May 28<\/strong>: TD Cowen and Company 53rd Annual Technology Media and Telecom Conference
June 3<\/strong>: Bank of America Global Technology Conference
June 3<\/strong>: Baird 24th Annual Global Consumer Technology & Services Conference<\/p>\n\n\n\n
May 13:<\/strong> Bank of America Securities Global Healthcare Conference
May 20:<\/strong> RBC Capital Markets Global Healthcare Conference
May 20:<\/strong> H.C. Wainwright 3rd Annual BioConnect Investor Conference
June 3:<\/strong> Jefferies Global Healthcare Conference
June 3:<\/strong> Carnegie Healthcare Day
June 9:<\/strong> Goldman Sachs 46th Annual Global Healthcare Conference
June 12:<\/strong> Danske Bank Healthcare Seminar <\/p>\n\n\n\n
May 19:<\/strong> BNP Paribas 2nd Annual Global Electric Vehicle & Mobility Conference
May 20:<\/strong> HSBC Consumer Conference
May 20:<\/strong> Morgan Stanley Luxury Goods Conference
May 22:<\/strong> HSBC 18th Luxury Goods Conference
May 22:<\/strong> Jefferies Automotive Aftermarket Conference
June 2:<\/strong> JP Morgan Automotive Conference
June 2:<\/strong> Deutsche Bank 22nd Annual dbAccess Global Consumer Conference
June 11:<\/strong> Deutsche Bank Global Auto Industry Conference <\/p>\n\n\n\n
May 19:<\/strong> Barclays Leveraged Finance Conference
May 20:<\/strong> Truist Securities Financial Services Conference
May 20:<\/strong> Berenberg US Conference
May 27:<\/strong> Deutsche Bank 15th Annual Global Financial Services Conference
May 29:<\/strong> Morgan Stanley Virtual Conference
June 10:<\/strong> RBC Capital Markets Financial Technology Conference
June 10:<\/strong> Morgan Stanley 16th Annual US Financials, Payments & CRE Conference<\/p>\n\n\n\n
May 7:<\/strong> Truist Securities Industrials and Services Conference
May 13:<\/strong> Bank of America 32nd Annual Transportation, Airlines and Industrials Conference
May 14:<\/strong> Piper Sandler Infrastructure Finance Summit
May 20:<\/strong> Jefferies Infrastructure & Transport Summit
June 4:<\/strong> Citi Global Freight Field Trip
June 10:<\/strong> Wells Fargo Industrials Conference <\/p>\n\n\n\n
May 15:<\/strong> Deutsche Bank Virtual Global Solar & Clean Tech Conference (virtual)
May 28:<\/strong> Bank of America Power, Utilities and Alternative Energy Conference
June 3:<\/strong> RBC Capital Markets Global Energy, Power and Infrastructure Conference
June 4:<\/strong> Bank of America Energy and Power Credit Conference
June 24:<\/strong> J.P. Morgan Energy, Power, Renewables & Mining Conference<\/p>\n\n\n\n
May 15:<\/strong> BMO Capital Markets 20th Annual Farm to Market Conference
May 15: <\/strong>BMO Chemical Conference
May 20: <\/strong>Canaccord Genuity Global Metals & Mining Conference
May 28:<\/strong> Raymond James Silver Conference
June 4:<\/strong> Deutsche Bank dbAccess 16th Annual Global Materials & Building Products Conference
June 12:<\/strong> RBC Capital Markets Global Mining and Materials Conference <\/p>\n\n\n\n
May 7:<\/strong> Morgan Stanley China BEST Conference Spring Series
May 14: <\/strong>Bank of America Securities China Conference
May 14:<\/strong> UBS Best of Europe Conference (virtual)
May 14:<\/strong> Macquarie Asia Conference
May 27:<\/strong> Deutsche Bank AG dbAccess European Champions Conference
May 27:<\/strong> UBS Asian Investment Conference
May 30:<\/strong> Morgan Stanley ASEAN Conference
June 10: <\/strong>Goldman Sachs 29th Annual European Financials Conference
June 10: <\/strong>JP Morgan European Industrials Conference <\/p>\n\n\n\n
May 21: <\/strong>T. Rowe Price 2nd Annual SMID Cap CEO Summit
May 28:<\/strong> Bernstein 41st Annual Strategic Decisions Conference (SDC)
May 28:<\/strong> Bank of America Securities Emerging Markets Debt & Equity Conference
June 3:<\/strong> Stifel 8th Annual Cross Sector Insight Conference
June 4: <\/strong>William Blair 45th Annual Growth Stock Conference
June 11:<\/strong> Sidoti June Small-Cap Conference
June 25: <\/strong>Morningstar Investment Conference <\/p>\n\n\n\nFootnotes<\/h2>\n\n\n\n
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