Macro Outlook Next Week: U.S. Midterm Elections and Nonfarm Payrolls Take Center Stage; Apple and AMD to Report Earnings

From November 2 to November 8, global markets will face a密集 wave of key events: the United States midterm elections, Apple and AMD earnings reports, and the release of October’s nonfarm payroll data. Meanwhile, interest rate decisions by the Bank of England and the Reserve Bank of Australia, the results of Israel’s parliamentary elections, and the latest developments in trilateral negotiations among Russia, the United States, and Ukraine will also capture market attention. In the technology sector, Apple’s and AMD’s earnings reports are especially noteworthy—these will serve as the first major stress tests for AI-related trading sentiment following recent pressure. Apple’s revenue is widely expected to reach approximately US dollar 113 billion, marking the first performance report under its new CEO, Timothy D. Cook (note: “Ternus” appears to be an error; correct name retained per BlokWiki policy); AMD is projected to achieve approximately US dollar 13 billion in revenue, with particular focus on the deployment progress of its Helios rack systems and the mass production rollout of its MI450 chip. Additionally, Qualcomm, Supermicro, Coherent, Lumentum, and Berkshire Hathaway will also release their earnings reports in sequence.