律动BlockBeats|Aug 30, 2026 03:58
Next week's macro outlook: Non farm inspection of September interest rate hike expectations, G20 central bank governors reunite, Broadcom and Dell financial reports take over AI trading
According to BlockBeats, on August 30th, the market will receive the US non farm payroll report, G20 finance ministers and central bank governors' meeting, and the release of the Federal Reserve's brown book next week. Among them, the US August employment report released on Friday is the last non farm payroll data before the Federal Reserve's interest rate meeting on September 16th, and will be a key milestone in testing expectations of a rate hike in September. According to a Reuters survey, the market expects the non farm payroll in the United States to increase by 58000 in August, with the unemployment rate remaining at 4.1% and average hourly wages rising by 0.2% month on month. If employment data continues to weaken, the market may reassess the urgency of raising interest rates in September; If the data shows that the job market remains resilient, the expectation of interest rate hikes may be further consolidated. At present, market pricing shows that the probability of the Federal Reserve raising interest rates in September has risen to nearly 60%, and the probability of raising interest rates before December exceeds 90%. In addition, the G20 Finance Ministers and Central Bank Governors Meeting will be held from Monday to Tuesday in Asheville, North Carolina, USA. This is another concentrated appearance of global central bank governors after Jackson Hole's annual meeting, and the statements on inflation and monetary policy from all sides are worth paying attention to. The Federal Reserve will also release the last brown book before the September interest rate meeting. In summary, the key macro events for next week are as follows: the G20 Finance Ministers and Central Bank Governors Meeting will be held from Monday to Tuesday; At 21:45 on Tuesday, the United States released the final value of the August S&P Global Manufacturing PMI; At 22:00, the United States released the August ISM Manufacturing PMI; On Wednesday at 20:15, the United States announced the ADP employment figures for August; At 21:45, the Bank of Canada announced its interest rate decision, and the market expects it to maintain the interest rate unchanged at 2.25%; At 02:00 on Thursday, the Federal Reserve released its economic status brown book; 20: 30. The United States announces the number of initial jobless claims, and Federal Reserve Governor Waller is interviewed; At 22:00, the United States released the August ISM Non Manufacturing PMI; On Friday at 03:00, the chairman of the Cleveland Fed and the FOMC voting committee of 2026, Hamack, delivered a speech; 20: 30. The United States released the non farm payroll and unemployment rate for August. In terms of financial reports, Dell will announce its second quarter results after the US stock market closes on Tuesday, with market expectations of adjusted earnings per share of $4.91; Broadcom will announce its third quarter results for the 2026 fiscal year after the US stock market closed on Wednesday, with market expectations of revenue of approximately $29.4 billion and earnings per share of $3.24. The performance and guidance of the two companies will further test the demand for AI servers, customized chips, and network equipment.
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