US Stock Weekly Macro Preview (June 29 - July 3)
Bitget2026/06/29 01:32June 29 (Monday)
- US June Dallas Fed Business Activity Index released;
- 2027 FOMC voter and Richmond Fed President Barkin speaks (impact: regional manufacturing data serves as preview for this week's PMI, mild effect on risk sentiment).
June 30 (Tuesday)
- US June Chicago PMI, May JOLTs Job Openings, and June Conference Board Consumer Confidence released;
- Nike (NKE.US) and Constellation Brands (STZ.US) report earnings after the close; ★★ (Nike earnings as key gauge for consumer stocks).
July 1 (Wednesday)
- US June ADP Employment Report released;
- US June ISM Manufacturing PMI released;
- Fed Chair Walsh speaks at ECB Forum (Walsh speech is the week's biggest highlight, may signal H2 policy direction on rate hikes/maintenance/pivot).
July 2 (Thursday)
- US June Nonfarm Payrolls, Unemployment Rate, and Weekly Initial Jobless Claims released, market expects +113k jobs and 4.3% unemployment rate; ★★★
July 3 (Friday)
- US stock market closed for Independence Day holiday;
*This week marks the end of H1 and key window for H2 policy tone-setting. Employment data and Walsh's remarks will dictate near-term market direction. Focus on whether employment data supports Fed policy shift, and consumer sector guidance from Nike earnings.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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