下周宏观展望:“鲍威尔时代”最后一份会议纪要来袭,英伟达周三发布财报

ChainCatcher 消息,据金十报道,美以据悉或最快下周重启对伊打击,债市“加息”预期沸腾之际,“鲍威尔时代”最后一份会议纪要来袭。以下是下周市场将重点关注的要点(均为北京时间):
周二 9:30,澳洲联储公布 5 月货币政策会议纪要;
周二 20:00,美联储理事沃勒在欧洲央行研究会议上发表讲话;
周二 20:15,美国至 5 月 2 日当周 ADP 就业人数周度变动;
周三 7:00,2026 年 FOMC 票委、费城联储主席保尔森发表讲话;
周四 2:00,美联储公布货币政策会议纪要;
周四 20:00,欧洲央行首席经济学家连恩在欧洲央行研究会议上发表讲话。
AI 热潮、通胀压力下的消费者支出,是当前左右美股走向的两大核心主线。下周半导体巨头英伟达(NVDA)以及沃尔玛(WMT)等一众零售企业将陆续披露财报。英伟达将于下周三美股盘后发布财报,沃尔玛将于下周四美股盘前发布财报。
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