Next Week’s Macro Outlook: Central Bank Week and Major Tech Earnings Ahead

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Global investors are facing renewed inflation concerns as energy prices rise, new U.S. tariffs take effect, and AI-related capital spending increases. The Nasdaq led U.S. stock declines, with tech stocks under pressure from macroeconomic and fundamental factors. The Philadelphia Semiconductor Index fell 5% on Friday, with memory chips hit the hardest. Liquidity and crypto markets remain sensitive ahead of the Fed’s policy meeting, where a hawkish surprise is possible. Key events next week include the FOMC decision, major U.S. and Eurozone economic data releases, and earnings reports from Apple, Meta, Amazon, Microsoft, Qualcomm, and SK Hynix. CFT regulations could also impact market sentiment.
ME AI messages: Global investor inflation fears have been reignited by a triple shock—soaring energy prices, new U.S. tariffs, and a surge in AI capital expenditures. This week, the Nasdaq led the decline in U.S. equities, as tech stocks faced dual pressures from macroeconomic and fundamental factors. The Philadelphia Semiconductor Index plunged 5% on Friday, with memory chips hit hardest. Investors remain cautious ahead of the Fed’s policy meeting next week, with many anticipating a hawkish surprise. Here are the key market focus points for next week (all times in Beijing Time): Tuesday, 20:15: Weekly change in U.S. ADP employment numbers as of July 11; Thursday, 02:00: FOMC announces interest rate decision; Thursday, 02:30: Fed Chair Powell holds a monetary policy press conference; Thursday, 17:00: Preliminary Q2 Eurozone GDP annual growth rate, Eurozone June unemployment rate, Eurozone July industrial sentiment index, Eurozone July economic sentiment index; Thursday, 19:00: Bank of England announces interest rate decision, meeting minutes, and monetary policy report; Thursday, 19:30: Bank of England Governor Bailey holds a monetary policy press conference; Thursday, 20:30: U.S. initial jobless claims, U.S. June core PCE price index annual/monthly rate, U.S. June personal spending monthly rate, preliminary U.S. Q2 real GDP annualized quarterly rate / preliminary real personal consumption expenditures quarterly rate / preliminary core PCE price index annualized quarterly rate; Friday, 17:00: Preliminary Eurozone July CPI annual/monthly rate; Friday, 21:45: U.S. July Chicago PMI; Friday, 22:00: Final U.S. July University of Michigan consumer sentiment index, final U.S. July one-year inflation expectation. Next week brings a wave of tech earnings reports, with Apple (AAPL.O), Meta Platforms (META.O), Amazon (AMZN.O), Microsoft (MSFT.O), Qualcomm (QCOM.O), and SK Hynix among the companies set to report. (Source: PANews)
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