Next Week | A Series of Key Global Financial Events Are Coming, Making It a Week of Heart-Pounding Tension!

Multiple major events will unfold consecutively: Federal Reserve personnel changes, U.S. core inflation data, MSCI index adjustments, and major international diplomatic affairs. Each will directly influence global asset trends, with market volatility potentially significantly amplifying. The key nodes are summarized as follows:

✅ Monday | First Round of Federal Reserve Personnel Vote Sparks Suspense
The Senate will initiate the first round of voting on Fed Chair nominee Waller. Whether he can smoothly gain Senate approval will directly determine the future policy tone of the Federal Reserve, with the market entering a wait-and-see stance in advance.

✅ Tuesday | Two Major Events Simultaneously Unfold, Core Market Trigger Point

1. The release of the U.S. key CPI inflation data, with inflation trends directly affecting the Fed's rate cut expectations, potentially intensifying market fluctuations;

2. The official announcement of MSCI's quarterly index adjustment results—over $10 trillion in global assets are anchored to this index. Changes in constituent inclusion and exclusion lists will inevitably trigger large-scale portfolio rebalancing worldwide, impacting major asset prices.

✅ Wednesday—Thursday (Beijing Time Thursday—Friday) | Major International Diplomatic Events
Trump begins his visit to China. If China participates in mediating the Iran-related agreements, it could alter the geopolitical landscape and indirectly influence the overall sentiment of commodities and risk assets.

✅ Thursday | Critical Window for Federal Reserve Power Transition
Chairman Powell’s term officially expires, but his position as a Fed governor remains valid. The market is highly focused on whether he will continue to serve as a governor, which could introduce uncertainties into future Fed decisions.

✅ Friday | Final Decision Day for New Fed Chair, Ultimate Suspense Unfolds
According to the schedule, Waller should officially take office; however, the Senate vote has not yet passed, leaving only one week remaining. If Waller’s appointment is delayed, Powell may serve as acting chair temporarily, and the final outcome of the Fed leadership will be revealed.