OY
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生蚝哥Oyster
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Bullish⚠️ Major “bombshells” are packed next week! CPI + AI earnings are coming, and the market is about to see violent swings
In the new week, the market’s focus will center on U.S. inflation, consumer data, and the earnings reports from tech giants. Ahead of the Jackson Hole conference, remarks by Federal Reserve officials are also worth watching. Market volatility is expected to stay at a high level.
The U.S. stock semiconductor earnings season is nearing its end. Market reactions to AI sector performance are likely to be very sensitive: CoreWeave (CRWV), Cisco (CSCO), and Applied Materials (AMAT) will report earnings in sequence.
On the macro data front, the key items on Wednesday are July CPI and core CPI—they will directly affect rate-hike expectations. After that, PPI, retail sales, and the University of Michigan consumer sentiment index will be released one after another, to help comprehensively assess the current state of the U.S. economy.
There are still divisions within the Federal Reserve. Chair Waller has not yet spoken. Pay close attention to public comments from Fed officials, and watch out for unexpected risks.
Key event schedule (Beijing time)
Monday
Bank of Japan releases the summary of opinions from members on the July monetary policy meeting
Tuesday
U.S. ADP employment for the week ending July 25
Wednesday
• CoreWeave (CRWV) earnings call｜05:00 (early morning)
• U.S. July CPI and core CPI
• EIA U.S. crude oil inventories
Thursday
• Cisco (CSCO) earnings call｜04:30 (early morning)
• U.S. initial jobless claims for the week and July PPI
• Cleveland Fed President Mester KhaMack delivers public remarks
• Richmond Fed President Barkin discusses the economic outlook
Friday
• Applied Materials (AMAT) earnings call｜04:30 (early morning)
• U.S. July retail sales (month-over-month)
• August preliminary University of Michigan consumer sentiment (initial reading), one-year inflation expectations, and June business inventories (month-over-month)
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In the new week, the market’s focus will center on U.S. inflation, consumer data, and the earnings reports from tech giants. Ahead of the Jackson Hole conference, remarks by Federal Reserve officials are also worth watching. Market volatility is expected to stay at a high level.
The U.S. stock semiconductor earnings season is nearing its end. Market reactions to AI sector performance are likely to be very sensitive: CoreWeave (CRWV), Cisco (CSCO), and Applied Materials (AMAT) will report earnings in sequence.
On the macro data front, the key items on Wednesday are July CPI and core CPI—they will directly affect rate-hike expectations. After that, PPI, retail sales, and the University of Michigan consumer sentiment index will be released one after another, to help comprehensively assess the current state of the U.S. economy.
There are still divisions within the Federal Reserve. Chair Waller has not yet spoken. Pay close attention to public comments from Fed officials, and watch out for unexpected risks.
Key event schedule (Beijing time)
Monday
Bank of Japan releases the summary of opinions from members on the July monetary policy meeting
Tuesday
U.S. ADP employment for the week ending July 25
Wednesday
• CoreWeave (CRWV) earnings call｜05:00 (early morning)
• U.S. July CPI and core CPI
• EIA U.S. crude oil inventories
Thursday
• Cisco (CSCO) earnings call｜04:30 (early morning)
• U.S. initial jobless claims for the week and July PPI
• Cleveland Fed President Mester KhaMack delivers public remarks
• Richmond Fed President Barkin discusses the economic outlook
Friday
• Applied Materials (AMAT) earnings call｜04:30 (early morning)
• U.S. July retail sales (month-over-month)
• August preliminary University of Michigan consumer sentiment (initial reading), one-year inflation expectations, and June business inventories (month-over-month)
🔥👇 Reply to get your exclusive red envelope 🧧
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