Key Events to Watch Next Week: It is reported that the US and Israel may restart strikes on Iran as early as next week. As expectations of “rate hikes” in the bond market heat up, the final set of meeting minutes from the “Powell era” is set to arrive. Below are the key points the market will focus on next week (all times Beijing):

Tuesday 9:30, the Reserve Bank of Australia releases the May monetary policy meeting minutes;

Tuesday 20:00, Federal Reserve Governor Waller speaks at the European Central Bank research conference;

Tuesday 20:15, the weekly change in ADP employment in the U.S. for the week ending May 2;

Wednesday 7:00, 2026 FOMC voting member and Philadelphia Fed President Harker delivers remarks;

Thursday 2:00, the Federal Reserve releases the monetary policy meeting minutes;

Thursday 20:00, European Central Bank Chief Economist Lane speaks at the European Central Bank research conference.

The AI boom and consumer spending under inflation pressure are the two main storylines currently shaping the direction of U.S. stocks. Next week, semiconductor giant NVIDIA (NVDA) and retail companies such as Walmart (WMT) will gradually release their earnings reports. NVIDIA will release its earnings after the U.S. stock market closes on Wednesday, and Walmart will release its earnings before the market opens on Thursday. #Gate广场五月交易分享