Semana del 6 de julio de 2026

Wall Street returns from the Independence Day long weekend to one of the lightest data calendars of the summer, with the Fed not yet in its July 18 blackout and Q2 earnings season just beginning to stir. The marquee event is Wednesday's FOMC minutes from Chair Kevin Warsh's hawkish June 17 debut -- markets will parse the internal vote distribution and any explicit conditions that would reopen the door to cuts after the 'no 2026 moves' guidance was delivered. Monday front-loads ISM Services PMI and JOLTS job openings (both deferred from the July 3 holiday closure), while Wednesday's early-hours RBNZ decision is expected to confirm a hold at 2.25% and signal whether September hike odds are firming in New Zealand. China's June CPI and PPI on Thursday gauge whether energy-driven inflation is cooling, Canada's June employment report on Friday tests whether May's blowout +87.8K gain was a turning point or a one-month surge, and PepsiCo and Delta Air Lines fire Q2 earnings season's opening shots with investors watching tariff cost pass-through and demand resilience.