Next week\u2019s economic calendar includes several closely watched U.S. data releases. On Tuesday at 15:00 (UTC), the New York Fed will publish its 1-year inflation expectations for June, offering insight into consumer sentiment on price trends. Then on Thursday at 12:30 (UTC), the U.S. jobless claims report will provide an updated view of labor market strength.<\/p>\n
Despite a relatively light data calendar, next week could carry outsized implications, especially as key Federal Reserve updates and Donald Trump\u2019s trade policy decisions take center stage.<\/p>\n
Optimism around U.S. equities hit a fever pitch last week, driven by strong inflows and bullish positioning from asset managers. But analysts now warn that this exuberance may have led to overconcentration in certain stocks, setting the stage for sharp corrections if any negative catalyst emerges.<\/p>\n
A primary source of risk lies in the Trump administration\u2019s ongoing review of customs tariffs. The outcome of this review is due by July 9 and could significantly impact global trade sentiment. Investors are watching closely for any hints of higher duties, which could rattle equity markets that have priced in economic stability.<\/p>\n
The Federal Reserve will also reclaim the spotlight as traders await fresh signals on monetary policy. The minutes from the last FOMC meeting will be released Wednesday evening, offering deeper insight into the central bank\u2019s thinking around inflation, rates, and balance sheet strategy.<\/p>\n