Group 1 - The decision to extend the US-China tariff truce for 90 days provides a temporary relief for the market, with the S&P 500 futures rising by 0.2% and Asian markets showing moderate gains [1] - European stocks faced pressure due to mixed corporate earnings, with the Stoxx Europe 600 index declining by 0.3%, primarily affected by disappointing results from the banking and automotive sectors [2] - Notable corporate performances included HSBC's stock dropping by 5% due to quarterly profits falling short of expectations, while UBS's stock rose by 3.7% after exceeding profit forecasts [2] Group 2 - Investors are focusing on upcoming key events, including the Federal Reserve's interest rate decision and significant economic data releases, with expectations that the Fed will maintain current interest rates [3] - The US dollar index decreased by 0.15% to 98.78, while the Korean won appreciated by 0.8% following reports of trade discussions between US and South Korean officials [3] - The 10-year US Treasury yield remained stable at 4.32%, indicating a lack of significant movement in the bond market [4] Group 3 - The Nikkei 225 index closed down by 0.05%, while the Tokyo Stock Exchange index rose by 0.4%, reflecting mixed performance in Japanese markets [4] - Gold prices increased by 0.11% to $3,329.87, and WTI crude oil prices rose by 0.12% to $69.29, indicating a slight uptick in commodity markets [4]

Group 1 - The core viewpoint of the articles highlights the critical upcoming week for global markets, driven by significant U.S. economic data releases, earnings reports from major tech companies, and key trade policy developments [1][2]. - The U.S. is set to release its Q2 GDP data, with an expected annualized growth rate of approximately 2.9%, influenced by a decline in imports [3]. - The Federal Reserve is anticipated to maintain the interest rate range at 4.25% to 4.5%, despite calls for rate cuts from President Trump [3]. Group 2 - Major tech companies, including Microsoft, Meta, Apple, and Amazon, are scheduled to report their earnings, with a combined market capitalization exceeding $11 trillion, making their performance crucial for market sentiment [4]. - The S&P 500 index has risen by 8.3% this year, with a forward P/E ratio of 22, raising concerns about the sustainability of current valuations amid the earnings reports [4]. - The deadline for Trump's tariffs on countries without trade agreements is set for August 1, adding uncertainty to the trade landscape [5][6]. Group 3 - The upcoming Chinese Politburo meeting is a focal point for investors, with expectations for discussions on economic stability, real estate policies, and consumption stimulation [6]. - Analysts anticipate that the meeting will address the recent weakening of high-frequency economic data and the need for policies to stabilize the real estate market [6]. - The meeting may also clarify the government's stance on "de-involution" and capacity reduction policies, as well as the continuation of fiscal and monetary policies established since April [6].