23:18:21
美国 United States
下周,随着8月1日全面关税的最后期限临近,投资者将密切关注美国与其主要伙伴,特别是欧盟之间的贸易谈判。这也将是财报最繁忙的一周,微软、苹果、亚马逊和Meta等大型企业将公布财报,波音、PayPal、Visa和万事达卡等其他主要公司也将公布财报。本周还充斥着美联储、日本央行、中国央行和巴西央行的关键货币政策决定。在数据方面,美国经济日历很重,包括第二季度GDP的预估、月度就业报告、个人消费支出数据和ISM制造业采购经理人指数。在其他地方,注意力也将转向欧元区、德国、法国、意大利和西班牙的初步GDP和通胀数据;中国PMI;墨西哥、台湾和香港的GDP和加拿大的月度GDP。
Next week, investors will closely monitor trade negotiations between the US and its key partners, particularly the EU, as the August 1st deadline for sweeping tariffs approaches. It will also be the busiest week for earnings, with megacaps Microsoft, Apple, Amazon, and Meta set to report, alongside other major firms such as Boeing, PayPal, Visa, and Mastercard. The week is also packed with key monetary policy decisions from the Fed, the BoJ, the BoC, and the Central Bank of Brazil. On the data front, the US economic calendar is heavy, featuring the advance estimate of Q2 GDP, the monthly jobs report, the PCE release, and the ISM Manufacturing PMI. Elsewhere, attention will also turn to preliminary GDP and inflation figures from the Eurozone, Germany, France, Italy, and Spain; China's PMIs; GDP from Mexico, Taiwan, and Hong Kong and monthly GDP from Canada.