Next week, there will be intense macro and technology stock events, and market volatility may amplify

--

Next week, the global market will enter a critical window of events, with the Federal Reserve's FOMC interest rate meeting, US GDP/PCE data, and technology stock financial reports expected to be concentrated, which may cause disturbances to the US dollar, US bond yields, technology stocks, and risk assets. Key time reminder: --On July 27th at 20:30, the initial value of durable goods orders for June in the United States was announced, with a focus on changes in corporate capital expenditures and manufacturing demand. --On July 30th at 02:00, the Federal Reserve announced the FOMC interest rate decision; Hold a press conference for the chairman at 02:30. The market will focus on interest rate paths, inflation assessments, and statements about the economic outlook. --July 30th 20:30: The release of the initial US Q2 GDP, June personal income and expenditure, PCE, and core PCE inflation data is one of the most important macroeconomic data windows next week. --July 31st 20:30: The US Q2 Employment Cost Index (ECI) is released, focusing on whether wage costs continue to exert pressure on inflation. --After the US stock market closes next week, large tech stocks will continue to release their financial reports intensively, with the market focusing on AI capital expenditures, cloud business growth, profit margins, and free cash flow performance. In terms of the equity market, investors' scrutiny of AI investment returns has significantly increased recently, and technology stock financial reports may continue to amplify index volatility. If the financial report shows a clear path of growth and profit realization, risk appetite is expected to recover; If capital expenditures continue to rise but cash flow is under pressure, related assets may continue to face valuation digestion pressure. Corresponding to the Bitget US stock perpetual contract, investors can pay attention to it QQQUSDT、GOOGLUSDT、TSLAUSDT、NVDAUSDT、MSFTUSDT、AAPLUSDT、AMZNUSDT、METAUSDT Waiting for the performance of related targets. View Bitget US stock related contracts: https://jump.do/zh-Hans/xlink-proxy?id=6 Risk Warning: The views, conclusions, and recommendations presented in this article are for reference only and do not constitute investment advice. The market is risky, and investment needs to be cautious.

Loading...