本周美国股市将迎来多项重磅事件。家得宝将于周二公布财报，Target和Lowe's紧随其后在周三报告业绩，沃尔玛则在周四发布财报[1]。美联储7月份议息会议纪要也将在周三公开[1]。
这些零售业财报将揭示企业和消费者如何应对持续高企的通胀环境[1]。当前通胀率仍然"明显高于3%"[1]。在货币政策方面，美联储7月维持利率不变，但三名官员主张加息[1]。美联储主席Kevin Warsh将政策内部的不同声音描述为"美好的家庭之争"[1]。华尔街预期至少在2026年底前会出现一次加息[1]。
Major U.S. retailers will dominate the economic calendar this week with earnings announcements, while the Federal Reserve will shed light on its recent policy deliberations. Home Depot is set to report quarterly results on Tuesday, followed by Target and Lowe's on Wednesday, with Walmart completing the retail earnings sweep on Thursday [1]. These reports are expected to provide insight into how companies and consumers are navigating an inflation environment that remains "significantly above 3 percent" [1].
The Federal Reserve's minutes from its July interest rate meeting will be released on Wednesday, offering details on policy discussions among officials [1]. In that July gathering, the Fed held rates steady, though "three officials advocated for a rate increase" [1]. Fed Chair Kevin Warsh characterized the policy debate as a "beautiful family disagreement," suggesting nuanced views within the central bank's leadership [1]. Investors are pricing in expectations of "at least one rate increase by the end of 2026," reflecting market assessments of future monetary policy direction [1].