Ready for the main course? π’
This is your menu for the coming week - part 2οΈβ£
The roller coaster continues - what's the schedule for the coming week? π’
This week on Wall Street - π―
What's on the menu? π¨βπ¦½
Tariffs, Powell, economic data, and earnings season in full swing π©
1. Monday β the "tariff effect" (a fairly regular event in recent weeks), kicks off the week: π₯
Markets will react to the drama surrounding tariff exemptions on chips and electronics. After confusion, clarifications, denials, and one Trump β everyone is on edge.π£
Are goods from China really exempt? Or is this a fleeting episode?β
2. Wednesday β retail sales data (March): π A hot indication of American consumer performance. Are rising interest rates already hurting wallets?π
Expectation: a moderate increase, but any surprise could change direction.
3. Powell speaks β also on Wednesday:π¬ Every word is examined under a magnifying glass. Powell may hint at a change in the pace of interest rate cuts β the bond market is waiting anxiously.
4. Thursday β March housing starts report: π Another health indicator for the real economy. The construction sector has become very sensitive to interest rates β the numbers here are especially important.
5. Thursday β Philadelphia manufacturing index:π A barometer for US manufacturing activity. A sharp decline will signal a slowdown, an increase will lead to a market reassessment of Fed policy.
6. Earnings season heats up:βοΈ ~10% of S&P500 companies report this week. Prominent names? Banks, industrials, and technology.π―
Important tickers for the upcoming earnings week:
β$NFLX β$TSM β$ASML β$GS β$C β$BAC
Each report this week will either fuel the market π
Or -
Another wrench in the works. π