Five Days That Could Reset Every Major Asset Class

The week beginning July 28 may be the most event-dense stretch of 2026. The Federal Reserve delivers its July rate decision Wednesday. Microsoft and Meta report the same evening. Apple and Amazon follow Thursday night, on the same morning the Bureau of Economic Analysis drops the Q2 GDP advance estimate and June PCE inflation data simultaneously. An oil shock from Iran-Houthi military escalation is already embedded in crude prices. Before any of these prints land, mapping those scenarios is the job. Key Takeaways The Fed is expected to hold rates at 3.50%-3.75% on July 29, its fifth consecutive hold, but CME FedWatch shows roughly 38% odds of a hike, and Polymarket assigns 49% probability of…