Mega-Cap Tech Earnings and Fed Rate Decision to Define Market Sentiment

This week marks a critical junction for global markets as mega-cap technology firms including Apple, Microsoft, Meta, Amazon, and Alphabet release quarterly results while the Federal Reserve is expected to deliver a 25-basis-point rate cut. Investors are monitoring forward guidance on revenue from AI-driven segments and commentary regarding the Fed’s balance-sheet strategy. The simultaneous release of major earnings and a monetary-policy update could trigger volatility across equity and bond markets as participants reassess growth expectations, inflation trends, and sector valuations.