Big week for markets: Here's what to watch

Tech earnings, rate speculation, and Aussie inflation data could shake markets this week — but long-term investors should keep their eyes on the big picture.

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This week is shaping up to be a significant one for global markets. A flurry of economic data and earnings updates is likely to stir short-term volatility, especially for Australian investors keeping an eye on both Wall Street and the ASX.

Hundreds of companies are scheduled to report their quarterly earnings in the United States. That includes four of the so-called 'Magnificent Seven' tech giants: Microsoft and Meta on Wednesday, followed by Apple and Amazon on Thursday. Their results will provide key insights into the health of the US consumer, tech spending, and global economic sentiment.

On the economic front, markets will be watching the Federal Reserve closely. While interest rates are widely expected to remain on hold, Chair Jerome Powell's press conference on Thursday (Friday AEST) could hint at a possible rate cut in September — especially if inflation and employment data suggest that policy tightening has done its job.

Back home, the ASX earnings season begins with heavyweight Rio Tinto Ltd (ASX: RIO) reporting results. ResMed Inc (ASX: RMD) and Pilbara Minerals Ltd (ASX: PLS) are also due to update shareholders this week. However, the biggest local event may be Wednesday's Consumer Price Index (CPI) data. If inflation cools more than expected, it could pave the way for the Reserve Bank of Australia to cut interest rates as early as August.

With so much noise swirling, it's easy to feel overwhelmed. However, as long-term investors, it is important to step back and focus on what really matters.

Sort the noise from the signal

While headlines will fly thick and fast this week, not every data point or earnings result requires action. In fact, reacting emotionally to short-term moves is one of the biggest traps for investors. It's rarely about predicting the next market swing — it's about being prepared for whatever comes.

ETFs can spread your risk

If choosing individual stocks feels daunting, exchange-traded funds (ETFs) offer a simple way to build instant diversification. For example, the iShares S&P 500 ETF (ASX: IVV) gives you exposure to hundreds of top US companies — including those reporting this week — without having to pick winners yourself.

Combining a few carefully chosen ETFs with quality ASX shares can help ensure you're not overexposed to any one company or sector.

Stay consistent

Rather than trying to time the market, invest a set amount regularly. This approach, known as dollar-cost averaging, smooths out your entry price and helps remove emotion from investing. Even modest, consistent contributions can grow significantly over time, especially when dividends are reinvested.

Foolish Takeaway

This week might bring some market jitters, but long-term investors know that true wealth is built with patience, discipline, and diversification. By sticking to your plan, focusing on quality assets, and ignoring the short-term noise, you can navigate any week — no matter how busy it looks on the calendar.

Motley Fool contributor Leigh Gant has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Amazon, Apple, Meta Platforms, Microsoft, ResMed, and iShares S&P 500 ETF. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has recommended the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool Australia has positions in and has recommended ResMed. The Motley Fool Australia has recommended Amazon, Apple, Meta Platforms, Microsoft, and iShares S&P 500 ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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