The new chair's first FOMC meeting is over, and the market's interpretation leans hawkish. All the potential bearish factors mentioned in May for June have materialized. Moving forward, here are a few key dates to watch. July kicks off earnings season. I'm still a bit skeptical about rate hikes in Q4, leaning towards inflation gradually coming down. What I care more about is whether company earnings will continue to exceed expectations like before and whether they can sustain the tech bull market. Key macro potential turning points: July 14: June CPI August 12: July CPI Key AI industry watch dates: June 24: Micron earnings Mid-July: TSMC Late July: Samsung, SK Hynix, SanDisk, Google, Microsoft, Amazon, Meta As of now, domestic and international accounts in June are still outperforming 90%+ of retail investors. In a few days, I'll write an article about the dot-com bubble burst in 2000.
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