1. Earnings
NVDA after the close Wednesday. CRM, ZM, BBY through the week. Watch the guides, not the prints.
2. Central banks
RBNZ Wednesday — the front-end has fully priced a cut. RBA minutes Tuesday.
3. Politics
Two emerging-market elections settle currency tails on Sunday night. Trade them in the open, not on the close.
4. Data
Flash PMIs Thursday. The services print is the only one that matters now.
5. Positioning
CTA gross at the 99th percentile. Any 1.5% drawdown forces mechanical selling.