Salah-Kamil💯

JUST IN: Google to invest up to $40 billion in Anthropic as part of a deal that includes 5+ gigawatts of computing capacity over five years.

US macro events to watch next week 🇺🇸 Tuesday ADP Employment Change (forecast: 54.8K) Early read on the labor market ahead of NFP, often shaping expectations for the week. CB Consumer Confidence (forecast: 89.4) Key gauge of household sentiment and spending outlook, important for growth expectations. Wednesday Durable Goods Orders (forecast: +0.5%) Reflects business investment trends and demand for big ticket items. Core Durable Goods Orders (forecast: +0.4%) A cleaner signal of underlying business spending without volatile components. Federal Funds Rate (forecast: 3.75%) The main policy decision, with markets focused on guidance rather than the rate itself. FOMC Press Conference Fed communication can shift expectations on inflation, growth, and the policy path. Thursday Advance GDP q/q (forecast: +2.2%) First estimate of economic growth, often a major driver of market repricing. Core PCE Price Index m/m (forecast: +0.3%) The Fed’s preferred inflation gauge, closely watched for policy implications. Employment Cost Index q/q (forecast: +0.8%) Important measure of wage pressures and underlying inflation trends. Initial Jobless Claims (forecast: 212K) One of the most timely indicators of labor market conditions. Personal Spending m/m (forecast: +0.9%) Direct insight into consumer activity, a key driver of US growth. Chicago PMI (forecast: 55.3) Regional business activity indicator that can signal broader manufacturing trends. Friday ISM Manufacturing PMI (forecast: 53.2) Widely followed gauge of industrial activity and economic momentum. ISM Manufacturing Prices (forecast: 80.0) Tracks input cost pressures and provides signals for inflation trends. Bottom line: A high impact week with the Fed decision, growth data, and inflation indicators all in focus, keeping markets highly sensitive to surprises.