| Date | Event | Impact | Why It Matters |
|---|---|---|---|
| Jul 10 | CPI Inflation (June) | HIGH | Hotter = fewer rate cuts. Cooler = rate relief expected |
| Jul 16 | Retail Sales (June) | MED | Consumer spending, 70% of US GDP |
| Jul 25 | GDP Q2 Advance Estimate | HIGH | First Q2 growth read, below 2% raises recession fears |
| Jul 28–29 ⭐ | FOMC Rate Decision | VERY HIGH | Fed holds or cuts? Forward guidance shapes Q3 markets |
| Jul 30 | PCE Price Index | HIGH | Fed's preferred inflation gauge, most watched post-FOMC |
| Company | Date | Watch For |
|---|---|---|
| Goldman Sachs (GS) | Jul 14 | Trading revenue, IB fees |
| Tesla (TSLA) | Jul 22 | Delivery numbers, margins |
| Alphabet (GOOGL) | Jul 22 | Search ads, Google Cloud |
| Microsoft (MSFT) | Jul 29 | Azure growth, AI Copilot |
| Meta (META) | Jul 29 | Ad revenue, AI capex |
| Apple (AAPL) | Jul 30 | Services, iPhone cycle |
| NVIDIA (NVDA) | Late Aug | Blackwell demand, data centers |
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