Next Week's Macro Outlook: US Q3 GDP and September PCE Data Land on the Same Day, Three Cloud Giants Report Earnings
25‏/10‏/2026، 19:40:02
Bollcoin, October 25: According to Jin10, the market's focus shifted twice in the past week. Early in the week, US chip and AI stocks rebounded from a sharp selloff, with capital beginning to rotate into healthcare and financials; on Wednesday, after Meta unveiled a massive capital expenditure plan, concerns over AI valuations and returns were reignited; on Thursday, the selloff spread across the entire tech sector, with safe-haven flows rushing into US Treasuries and the yen, and on the same day Houthi attacks on Saudi energy facilities pushed Brent crude to a five-month high. Here are the key points markets will focus on in the coming week (all times Beijing time; Europe entered standard time on October 25): Thursday 02:00, the Fed's FOMC announces its interest rate decision; Thursday 02:30, Fed Chair Warsh holds a monetary policy press conference.