July 28 - August 1 Macro Events: (Time calculated according to UTC+8) This week, for the intensive macro data and events, especially on Wednesday, Thursday and Friday, the FOMC interest rate decision, GDP, PCE and non-farm payroll data will be announced. The release of high-weight data in just three days will cause short-term high volatility in the short-term risk market and interest rate market, and will also be accompanied by the release of the intensive Q2 earnings report of US stocks Therefore, short-term traders need to pay attention to risk avoidance. Macro category: Monday, July 28, 22:30 Dallas Fed manufacturing survey data Tuesday, July 29, 22:00 US job openings in June, Wednesday, July 30th, 20:15 US ADP small nonfarm payroll data for July 20:30 Preliminary US GDP for the second quarter Thursday, July 31st. 02:00 The Federal Reserve announced its July interest rate decision 02:30 Powell speaks publicly and gives interviews 20:30 US core PCE data for June is released Friday, August 1st, 20:30 US non-farm payrolls data for July 22:00 US ISM manufacturing PMI for July Assess: Macro data influence weight ranking FOMC>GDP>PCE> employment data For me, the content of Powell's speech and interview is the biggest attraction of this time, especially after Trump's siege, what is Powell's attitude? Whether to continue to consolidate the probability of a rate cut in September. As for GDP, PCE and employment data, it is a combination, and whether the US economy under the data will affect or change the rate cut in September and the magnitude of the rate cut Other auxiliary data are for reference only U.S. stock earnings reports: only large companies are listed Monday, July 28, Before the market: Sien Semiconductor NXP, Cadence Design Tuesday, July 29, Pre-market: Procter & Gamble, Merck, United Parcel, Behind the scenes: Spotify, AMD Wednesday, July 30th, Behind the scenes: Microsoft, META Thursday, July 31st. After-the-Plate: Amazon, Apple Friday, August 1st, Pre-market: Chevron, ExxonMobil Assess: Focus on the financial reports of large technology stocks, and the financial reports of other large companies depend on personal interest. Of course, large consumer enterprises are also the focus of attention. Uncertainty Events: 1, The tariff will take effect on August 1, and the last tariff time will be extended? Or directly declare it effective? Which countries quickly reach an agreement with the United States are the key content, of course, the top priority is whether the US-EU trade agreement is finally successfully signed. 2. Did China and the United States officially announce a 90-day tariff extension? The details of the Sino-US Swedish negotiations were announced 3. Geographically, what is the process of the nuclear negotiations between Britain, France and Germany in Istanbul with Iran, and can Iran give up its nuclear weapons in exchange for economic sanctions exemption? 4. The implementation of the Hong Kong Stablecoin Ordinance, 5. Geopolitic, is there a possibility of escalating geopolitical war in the Thai-Cambodia border conflict? Summary: This week is a relatively sensitive and volatile week, the difficulty of trading increases, and the volatility increases, so please pay attention to risk avoidance Compared with US stocks, #Bitcoin has no fundamental impact and will be less volatile than Monday and Tuesday this week, but starting from Wednesday, macro events have emerged one after another, and it may be necessary to officially let the price go in a short-term direction.

Errata: AMD's Q2 earnings report is on August 5, and the timeline in the article is wrong, which is misleading, sorry!