01:15:02
美国 United States
下周,美国贸易政策的发展将继续影响全球增长和市场回报的前景,恰逢财报季的第一个繁忙周和一系列主要经济数据发布。预计美国总统特朗普将继续发函通知包括欧盟在内的各国新的关税税率。与此同时,美国主要银行将主导收益日历,摩根大通、美国银行和高盛等将公布业绩。台积电、强生、ASML、网飞和3M将获得收益。在数据方面,主要数据将以美国CPI为头条,预计CPI将加速,而零售销售将停滞不前。通货膨胀也来自英国,而欧元区的焦点将是成员国的贸易平衡和工业生产。最后,预计中国第二季度的GDP增长将保持在5%的目标之上,而投资者也在等待他们的贸易平衡、货币总量和7月份的数据转储。
Next week, developments to US trade policy are set to continue impacting the outlook for global growth and market returns, coinciding with the first busy week of the earnings season and slew of major economic data releases. US President Trump is expected to continue delivering letters to notify countries of new tariff rates, including the EU. In the meantime, major US banks will dominate the earnings calendar with results due from JPMorgan, Bank of America, and Goldman Sachs, among others. Earnings are due from TSMC, J&J, ASML, Netflix, and 3M. On the data front, major releases will be headlined by the US CPI, which is expected to accelerate, while retail sales are set to stagnate. Inflation is also due from the UK, while the spotlight in the Euro Area will be members' trade balances and industrial production. Lastly, China's GDP growth is expected to have remained above the 5% target in Q2, while investors also await their trade balance, monetary aggregates, and July's data dump.