U.S.
U.S.-Iran Conflict: Tensions remain high with potential U.S. troop increases and
a 10-day delay on Iranian strikes.
Labor Market: March Nonfarm Payrolls report expected Friday with 57,000 jobs
added and unemployment at 4.4%.
Interest Rates & Inflation: Rising inflation prompts markets to expect a
potential rate hike later in 2026.
Corporate News: Nike earnings on Tuesday; SpaceX preparing massive IPO with 30%
shares for retail.
China
PMI Data: Official manufacturing PMI expected to show growth on Tuesday; private
data on Wednesday/Friday.
Policy Shifts (April 1): End of solar export tax rebates and new NEV battery
recycling rules.
Diplomacy: EU delegation to visit China.
Earnings: Major earnings reports from Bank of China, Agricultural Bank, Midea.
Other Major Economies
Eurozone: March inflation data expected Monday/Tuesday, rising due to higher
fuel/fertilizer costs.
Japan: Bank of Japan’s Summary of Opinions (Monday), Tankan survey (Wednesday).
South Korea: Surge in exports (42.9%) expected in Wednesday's trade data.
Australia: RBA minutes on Tuesday following rate hikes.
UK: Revised Q4 GDP data on Tuesday.
Market Closures: U.S., UK, Hong Kong markets closed on Friday for Good Friday
holiday.
