Next week, the financial market's "Super Week" is coming! Federal Reserve + Non-farm Payrolls + Tariff Deadline all collide on $BTC $ETH
This week, US stocks just hit a historic high, and next week will face the test of "hell mode"! Federal Reserve decision, non-farm employment report, China-US trade negotiations, tariff deadline... A series of major events are crammed together, and global markets are likely to take a roller coaster ride~
Three major “nuclear-level” events set the market trend
1. Federal Reserve Decision: Interest Rate Cut Expectations Rise Again
Next Thursday (July 31), the Federal Reserve will announce its interest rate decision. Although the market expects no rate cut this week (the probability of a rate cut is only 3%), Trump's personal visit to the Federal Reserve to urge a rate cut (the first time in 20 years) has led the market to bet crazily on “future massive liquidity”:
Currently, the futures market expects that the Federal Reserve may cut rates consecutively starting in September, with a total rate cut of 76 basis points next year;
Powell's press conference will be key! If he sends signals of “economic pressure” and “controllable inflation,” the stock market and gold may celebrate together.
2. China-US Trade Negotiations: The Game Before the Tariff Deadline
This weekend (July 27 - 30), China and the US will negotiate in Sweden, aiming directly at the August 1 tariff deadline:
If an agreement is reached: No new tariffs, US tech stocks and Chinese concept stocks may surge;
If negotiations break down: A 30% tariff increase on the EU and China by the US may be implemented, which would harm global trade stocks and commodities. This is the third round of negotiations in the past month, and the previous two rounds did not reach an agreement; whether this time can “break the deadlock” depends on the details!
3. US Non-farm Report: Employment Data Sets the Rate Cut Pace
Next Friday (August 1), the July non-farm employment report will serve as the “compass” for the Federal Reserve's rate cut:
If new jobs exceed 200,000 and wage growth exceeds 4%: It indicates a strong economy, and the rate cut may be delayed, leading to a rise in the US dollar;
If employment is below 150,000 and the unemployment rate rises: Pressure for a rate cut will increase sharply, and gold and US stocks may rise in advance. #币安Alpha上新