This week is packed, and markets are set for sharp swings. 1. Earnings season kicks off TSLA and GOOGL Wed INTC Thu Whether the AI capex cycle is paying off？ Weak results or guidance could deepen the recent chip and tech selloff. 2. Central banks turn cautious The ECB decides Thu, expected to hold at 2.25%. Fed voters Logan and Hammack leaned hawkish last week, lifting Sept hike odds to 54%. 🇯🇵Japan and 🇦🇺Australia have hiked recently, and the 🇺🇸Fed's own July decision lands next week. The era of easy global liquidity is fading? 3. 🇬🇧UK changes leaders, and oil ties it together Keir Starmer stepped down today. New PM Andy Burnham is expected to act fast on energy, reopen North Sea drilling? ⛽️A potential move on oil prices. Middle East tensions have already driven crude sharply higher, and if it stays elevated, the pressure on global inflation and central banks only builds.(BloFin Research)