This week can definitely be called a super macro week. With Uncle Cat's tweet, in terms of impact weight, the following are: 1. Implementation of tariffs: The US European agreement has been reached (with the US and Japan setting a major tone). Next, the focus will be on the US China negotiations, as well as the agreements between Japan, Canada, Mexico, and the United States. 2. The focus of Thursday's Federal Reserve interest rate meeting is whether Powell's press conference will soften its tone under the previous heavy pressure? What will be the rhythm of the future monetary interest rate path in the event of the US Japan agreement, as emphasized in the Bank of Japan's interest rate decision? 3. Friday's non farm payroll data, will private employment continue its weak trend, 4. What is the semi annual economic tone for the July Politburo meeting of Donghua University? What is the intensity of future stimulation? 5. June PCE data, based on the previously released CPI and PPI data for June, the market can roughly deduce June PCE data 6. Big Tech's financial reports: AMD, Microsoft meta、 The performance of big tech companies such as Amazon and Apple is the cornerstone of the US stock market trend.