DeShare(@Deshare_finance):💡 Key Themes This Week 📊 CPI + Warsh Testimony — Only 90 minutes apart on Tuesday. If CPI surprises again, combined with Warsh's tone, volatility could spike. 🏦 Earnings Season Kicks Off — Big Five banks, ASML, TSMC, and Netflix report. All eyes on whether AI demand and corporate profits can hold up valuations. 🛢️ Middle East Tensions — US-Iran fighting and talking at the same time. Oil and risk sentiment hinge on headline flow — stay close to the news. 🇨🇳 China AI Catalyst — WAIC conference and Gemini launch overlap. AI sector expectations could get a fresh boost.

2026.07.13 07:59

💡 Key Themes This Week 📊 CPI + Warsh Testimony — Only 90 minutes apart on Tuesday. If CPI surprises again, combined with Warsh's tone, volatility could spike. 🏦 Earnings Season Kicks Off — Big Five banks, ASML, TSMC, and Netflix report. All eyes on whether AI demand and corporate profits can hold up valuations. 🛢️ Middle East Tensions — US-Iran fighting and talking at the same time. Oil and risk sentiment hinge on headline flow — stay close to the news. 🇨🇳 China AI Catalyst — WAIC conference and Gemini launch overlap. AI sector expectations could get a fresh boost.