July 28 - August 1 Macroeconomic Major Events Summary: (Time calculated according to UTC+8) This week is characterized by a concentration of macro data and events, especially on Wednesday, Thursday, and Friday, when the FOMC interest rate decision, GDP, PCE, and non-farm data will be released. The release of high-weight data in just three days will lead to short-term volatility in the risk markets and interest rate markets, accompanied by the concentrated Q2 earnings reports from U.S. stocks. Therefore, short-term traders need to be cautious and avoid risks. Macroeconomic Events: Monday, July 28, 22:30 U.S. Dallas Fed Manufacturing Survey Data Tuesday, July 29, 22:00 U.S. June Job Openings Wednesday, July 30, 20:15 U.S. July ADP Non-Farm Data 20:30 U.S. Q2 GDP Preliminary Value Thursday, July 31, 02:00 Federal Reserve announces July interest rate decision 02:30 Powell's public speech and interview 20:30 U.S. June Core PCE Data Released Friday, August 1, 20:30 U.S. July Non-Farm Employment Data 22:00 U.S. July ISM Manufacturing PMI Assessment: Ranking of the influence of macro data: FOMC > GDP > PCE > Employment Data The result of the July interest rate decision, whether there will be a surprising "turnaround" with a direct rate cut, is something many hope to see. For me, the content of Powell's speech and interview is the biggest highlight this time, especially after experiencing Trump's attacks. How will Powell's attitude be? Will he continue to solidify the probability of a rate cut in September? As for GDP, PCE, and employment data, they can be seen as a combination. How the U.S. economy performs beneath the data may affect or change the rate cut in September and the extent of the cut. Other auxiliary data is for reference only. U.S. Stock Earnings: Only listing large companies Monday, July 28, Pre-market: NXP Semiconductors, Cadence Design Tuesday, July 29, Pre-market: Procter & Gamble, Merck, United Parcel Service, Post-market: Spotify, AMD Wednesday, July 30, Post-market: Microsoft, META Thursday, July 31, Post-market: Amazon, Apple Friday, August 1, Pre-market: Chevron, ExxonMobil Assessment: Focus on the earnings reports of large tech stocks, while other large companies' earnings reports depend on personal interest. Of course, large consumer companies are also key focus areas. Uncertainty Events: 1. On August 1, will the tariffs take effect? Will the final tariff deadline be extended or directly announced? Which countries will quickly reach agreements with the U.S. are all key points, and of course, the success of the U.S.-EU trade agreement is paramount. 2. Will China and the U.S. officially announce a 90-day tariff extension? The specific content of the China-U.S.-Sweden negotiations will be released. 3. Geopolitical: How is the nuclear negotiation process between the UK, France, Germany, and Iran in Istanbul? Can Iran give up its nuclear program in exchange for economic sanctions relief? 4. Implementation of Hong Kong's "Stablecoin Regulation." 5. Geopolitical: Is there a possibility of escalation in the border conflict between Thailand and Cambodia? Summary: This week is relatively sensitive and high volatility, increasing trading difficulty and volatility. All partners should be cautious and avoid risks. Compared to U.S. stocks, #Bitcoin has less fundamental impact and will experience less volatility compared to Monday and Tuesday this week. However, starting Wednesday, macro events will emerge one after another, which may officially lead prices to establish a short-term direction.

Correction: AMD's Q2 earnings report is on August 5th; the timeline in the text is incorrect and misleading. I sincerely apologize!