Next Week Macro Outlook: Canaan IPO Sparks AI Trading? Central Bank Super Week + Big Tech Earnings Already Priced In, Uncertainty Looms Over US-Iran Relations

BlockBeats News, July 26th – Next week is poised to be full of opportunities and challenges for investors, as the market faces a key turning point. Among them, the most unpredictable factor is undoubtedly the US-Iran situation. On one hand, the market expects Trump to have a strong TACO incentive (he has already halted the strike against Iran on Friday). On the other hand, whether Israel will "add fuel to the fire" and whether Iran is willing to make concessions in negotiations will both affect the duration of peace. In the current context of AI trading cooling down and a shift in macro liquidity expectations, there is no doubt that geopolitical conflicts are the best reason for market sell-offs. Therefore, the direction of the US-Iran situation next week is worth investors' attention. In addition, the Chinese memory chip leader, Changxin Technology, which has been closely watched by domestic and foreign investors, will debut on the China Sci-Tech Innovation Board on Monday, and the trend of this stock after listing may deeply influence the market sentiment of AI trading.

In summary, the key macro events next week are as follows:

Monday, Changxin Technology will debut on the China Sci-Tech Innovation Board;

Tuesday 20:15, ADP Employment Change for the week of July 11th will be released in the US;

Thursday 02:00, the Fed FOMC announces the interest rate decision; Thursday 02:30, Fed Chair Powell holds a monetary policy press conference;

Thursday 19:00, the Bank of England announces the 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, US Initial Jobless Claims, US June Core PCE Price Index YoY/MoM, US June Personal Spending MoM;

Friday, Bank of Japan announces the interest rate decision and economic outlook report; Friday 14:30, Bank of Japan Governor Kuroda holds a monetary policy press conference;

Friday 21:45, US July Chicago PMI;

Friday 22:00, US July University of Michigan Consumer Sentiment Index final, US July 1-Year Inflation Rate Expectation final.

Lastly, next week will see a wave of tech stock earnings reports. Tech giants such as Apple, Meta Platforms, Amazon, Microsoft, Qualcomm, SK Hynix, and others will announce their earnings next Wednesday and Thursday.