📅 Weekly Top 3 Macro Events for Investors
1️⃣ This week — US–Iran talks
Continue to watch the negotiation process closely, as any progress or setback could quickly shift geopolitical risk sentiment.
2️⃣ Tue/Wed/Fri — US labor market data
Tue: April JOLTs job openings, expected 6,857K (prev 6,866K).
Wed: May ADP employment data.
Fri: May Nonfarm Payrolls expected 86K (prev 123K); Unemployment 4.3% (prev 4.3%). These releases will shape the latest read on labor-market momentum.
3️⃣ Mon–Fri — NVIDIA GTC Taipei 2026 & Computex
NVIDIA’s GTC Taipei 2026 opens Monday, with Jensen Huang’s keynote as a key highlight; Computex runs Tue–Fri. Watch for new AI and compute signals that could influence the tech and semiconductor trade.
🔍 Track market reactions in real time on SoSoValue’s Macro Dashboard 👉 sosovalue.com/macro#Macro#SoSoValue#NFP#ADP#JOLTs#NVIDIA#Iran
📅 Weekly Top 3 Macro Events for Investors
1️⃣ This week — US–Iran talks
Watch the latest developments in US–Iran negotiations closely, as any progress or setback could quickly shift geopolitical risk sentiment.
2️⃣ Wed — BOJ Governor Ueda speech
Markets will parse Ueda’s remarks for any signal on the BOJ’s policy outlook and the timing of future normalization.
3️⃣ Thu — US Apr Core PCE
Core PCE MoM expected 0.3% (prev 0.3%); YoY expected 3.3% (prev 3.2%). The Fed’s preferred inflation gauge will be a key read on price pressure and policy path.
🔍 Track market reactions in real time on SoSoValue Macro Dashboard 👉 sosovalue.com/macro#Macro#SoSoValue#PCE#BoJ#Iran
📅 Weekly Top 3 Macro Events for Investors
1️⃣ NVIDIA earnings(AH)
Last quarter revenue consensus $78B, bullish case $81B; guidance for next quarter $90–91B. Expected to be the main source of market volatility this week.
2️⃣ Thu — US May Markit PMI (flash)
Manufacturing PMI expected 53.7 (prev 54.5); Services PMI expected 51.0 (prev 51.0). Early read on activity momentum heading into the month.
3️⃣ This week — Geopolitical watch: Iran & Putin visit to China
Monitor US–Iran tensions and global risk sentiment as Putin visits China Tue–Wed, which could influence Middle East and broader geopolitical dynamics.
#Macro#SoSoValue#Nvidia#PMI#Iran#Geopolitics
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