本周外盘看点丨美联储最新决议来袭，特朗普“关税大限”将如何搅动市场？

Economic Performance - The U.S. stock market saw gains with the Dow Jones up 1.26%, Nasdaq up 1.02%, and S&P 500 up 1.46% for the week [1] - European stock indices showed mixed results, with the UK FTSE 100 up 1.43%, while Germany's DAX 30 fell 0.30% and France's CAC 40 rose 0.15% [1] - The Eurozone is set to release Q2 GDP data, which will provide insights into the impact of tariff uncertainties on the economy [8] Federal Reserve and Interest Rates - The Federal Reserve is expected to maintain interest rates in the range of 4.25% to 4.5% during its upcoming meeting [3] - Recent inflation data indicates a rise, suggesting a strong economy, which may influence future rate decisions [3][4] - Market expectations are leaning towards a potential rate cut in October, with the job market and economic indicators being closely monitored [4] Trade Agreements and Tariffs - President Trump announced a trade agreement with Japan, which may serve as a template for negotiations with the EU, particularly regarding a 15% tariff rate [3] - The deadline for the so-called "reciprocal tariffs" is August 1, raising concerns about potential market volatility depending on the outcome of trade negotiations [3][4] Corporate Earnings - The earnings season is gaining momentum, with major tech companies like Apple, Microsoft, Amazon, and Meta set to report their results [5] - Other notable companies to watch include Procter & Gamble, VISA, and UnitedHealth [5] Commodity Prices - International oil prices experienced a slight decline, with WTI crude down 1.35% to $65.16 per barrel and Brent crude down 1.21% to $68.44 per barrel [6] - Gold prices fell by 0.57%, closing at $3334.00 per ounce, influenced by a stronger dollar and positive trade negotiation signals [6][7] Economic Indicators - Key economic data releases this week include the U.S. Q2 GDP initial estimate, PCE inflation data, and the July non-farm payroll report [4][5] - The UK is set to release various economic indicators, including the nationwide house price index and consumer credit data, which may provide insights into future economic trends [8]