WEEX Labs: This week, the US stock market faces a dual test of inflation and earnings season, with interest rate expectations likely to dominate fluctuations
On July 13, according to WEEX TradFi data, the three major U.S. stock indices slightly rose last Friday, oil prices remained strong, and precious metals were generally weak. The market will focus this week on the U.S. June CPI, bank earnings reports, developments in the U.S.-Iran situation, and related dynamics from the Federal Reserve.
Key events include: the release of the U.S. June CPI on Tuesday, where core inflation data may impact expectations for Federal Reserve rate cuts, while major banks like JPMorgan will successively disclose their earnings reports; on Thursday, TSMC will announce its latest performance, and AI computing power-related guidance may continue to influence sentiment in the semiconductor sector. WEEX Labs believes that the CPI data and corporate earnings reports will jointly affect the market's pricing of inflation stickiness and AI capital expenditures. Funds may continue to rotate around interest rate-sensitive assets and the AI infrastructure sector. Investors need to pay attention to macro data and the outcomes of events and participate in the market rationally.






