Markets are heading into a week packed with potential catalysts, according to a July 26 report from BlockBeats. For investors, the coming days are set to bring both opportunity and volatility, with the most unpredictable variable centered on the situation involving the U.S. and Iran.
The report said some market participants expect Donald Trump to have a strong “TACO” motive, noting that he halted a strike on Iran on Friday. It also said Israel’s next moves and whether Iran is willing to make concessions in talks will affect how long any peace can last. With the AI trade cooling and expectations for macro liquidity shifting, BlockBeats said geopolitical conflict has become a ready explanation for market selling, putting next week’s U.S.-Iran developments high on investors’ watchlists.
Another closely watched event is the listing of ChangXin Technology. Described in the report as China’s leading memory chip company, ChangXin is set to list on Shanghai’s STAR Market on Monday. Its trading performance after the debut could have a deep effect on market sentiment around AI-related trades.
Key macro events scheduled for next week
- Monday: ChangXin Technology to list on Shanghai’s STAR Market.
- Tuesday 20:15: U.S. weekly change in ADP employment for the week ending July 11.
- Thursday 02:00: Federal Reserve Federal Open Market Committee rate decision.
- Thursday 02:30: Fed Chair Waller to hold a monetary policy press conference.
- Thursday 19:00: Bank of England rate decision, meeting minutes, and monetary policy report.
- Thursday 19:30: Bank of England Governor Andrew Bailey to hold a monetary policy press conference.
- Thursday 20:30: U.S. initial jobless claims, June core PCE inflation year-on-year and month-on-month, and June personal spending month-on-month.
- Friday: Bank of Japan rate decision and economic outlook report.
- Friday 14:30: Bank of Japan Governor Kazuo Ueda to hold a monetary policy press conference.
- Friday 21:45: U.S. July Chicago PMI.
- Friday 22:00: Final U.S. July University of Michigan consumer sentiment index and final July one-year inflation expectations.
Big Tech earnings also due
BlockBeats added that earnings from major technology companies will arrive in a concentrated wave next week. Apple, Meta Platforms, Amazon, Microsoft, Qualcomm, and SK Hynix are scheduled to report on Wednesday and Thursday.