United States
- April CPI (Tue), PPI (Wed), Retail Sales (Thu)
Impact: Strong inflation data could further delay Fed rate-cut expectations and
pressure bond markets.
- Senate vote on Kevin Warsh Fed Chair nomination; Powell term ends Friday
Impact: Leadership transition uncertainty may increase market volatility and
reshape Fed policy expectations.
- Key earnings: Cisco, Applied Materials, Constellation Energy
Impact: Results will offer signals on AI spending, semiconductor demand, and
power consumption trends.
China
- Trump visits China for Xi summit (Thu-Fri)
Impact: Markets will watch for progress on tariffs, trade, AI restrictions, and
geopolitical tensions. Any progress on de-escalation could ease oil prices and
reduce global inflation pressure.
- April CPI/PPI data (Mon)
- Key earnings: Alibaba, Tencent, JD, Hon Hai
Other Countries
- UK King’s Speech (Wed) and Q1 GDP (Thu)
- Eurozone GDP and Germany ZEW sentiment
- Bucharest Nine security meeting (Wed)
Impact: NATO and regional leaders will discuss Russia-related security risks and
defense coordination.
