Sou Hu Cai Jing·2025-07-31 02:48Economic Indicators - The upcoming week is critical for the U.S. market, with key economic events and corporate earnings reports set to test Wall Street's resolve [1] - The U.S. GDP data for Q2 will be released, which is a core indicator of the overall economic performance and will directly influence market sentiment [3][4] - The Federal Reserve's interest rate decision will follow the GDP announcement, with any policy signals potentially causing significant market reactions [4] - The July employment report will be published, with strong employment data indicating economic vitality and consumer spending support, while weak data may signal economic downturn [4][6] Corporate Earnings - Major companies such as Microsoft, Meta, Apple, and Amazon will report earnings this week, with a combined market capitalization exceeding $11 trillion [4][5] - The performance of these companies is crucial as it reflects not only their operational status but also broader economic trends, particularly in the technology and consumer sectors [5] - Positive earnings results could provide strong momentum for the stock market, while disappointing results may dampen current market optimism [5] Trade Policies - The impending tariff deadline set by Trump poses a significant risk to the market, affecting the costs and profits of import-export businesses [5] - Uncertainty surrounding tariff policies raises concerns about potential trade friction and its negative impact on the U.S. economy and corporate earnings [5][6] Market Sentiment - The performance of the market this week could set the tone for the second half of the year, with positive data and earnings likely to bolster market confidence [6] - Conversely, a combination of negative factors could lead to market adjustments and a decrease in investor risk appetite [6]