June NFP (Jul 2) — miss +57K vs +113K est•Jul 4 Holiday — Short Week•FLY Q2 Earnings (Jul 10)•June CPI (Jul 14)•GOOGL Earnings (Jul 22)•FOMC Decision (Jul 29)•MSFT + META Earnings (Jul 29)•AAPL + AMZN Earnings (Jul 30)•June PCE (Jul 30)•Post-FOMC digestion•RXRX Q2 Earnings (Aug 11)•Fed 3.50–3.75%•PCE 4.07% YoY (May 2026)•VIX 16.45•June NFP (Jul 2) — miss +57K vs +113K est•Jul 4 Holiday — Short Week•FLY Q2 Earnings (Jul 10)•June CPI (Jul 14)•GOOGL Earnings (Jul 22)•FOMC Decision (Jul 29)•MSFT + META Earnings (Jul 29)•AAPL + AMZN Earnings (Jul 30)•June PCE (Jul 30)•Post-FOMC digestion•RXRX Q2 Earnings (Aug 11)•Fed 3.50–3.75%•PCE 4.07% YoY (May 2026)•VIX 16.45