In the past week, "short selling the United States" has become almost a global consensus. In the trust crisis triggered by the "rise and fall all depends on Trump", US assets have been sold off crazily, especially US bonds and the US dollar. After a week of significant fluctuations, uncertainty surrounding Trump's tariff policies, concerns about trade tensions, and the possibility of a serious economic blow still exist. Investors will closely monitor the further development of the situation, while also turning their attention to the actual economic impact. The following are the key points that the market will focus on in the new week:
On Tuesday at 0:00, 2007, FOMC Chairman and Richmond Fed Chair Barkin delivered a speech on "Crossing the Economic Mist";
On Tuesday at 6:00, 2023, the FOMC vote committee and Philadelphia Fed Chairman Huck gave a speech on the role played by the Federal Reserve;
On Tuesday at 7:40, 2023, FOMC Chairman Bostic delivered a speech on monetary policy;
Wednesday at 10:00, China's first quarter GDP annual rate;
On Thursday at 0:00, 2026 FOMC voting committee member and Cleveland Fed Chairman Hamack participated in a Q&A session;
At 20:30 on Thursday, the number of initial jobless claims in the United States for the week ending April 12th;
At 1:15 on Thursday, Federal Reserve Chairman Powell delivered a speech at the Chicago Economic Club;
On Thursday 7:00, 2025, FOMC members, Kansas Fed Chairman Schmid, and Dallas Fed Chairman Logan had a fireplace talk on the US economy and banking industry.
In the upcoming US economic data, the March retail sales data released on Wednesday will attract attention, and investors will carefully study the response of US consumers to policies before Trump announced extensive reciprocal tariffs and later postponed some tariffs. According to analysts' estimates, it is expected that US retail sales will increase by 1.4% month on month in March, higher than February's 0.2%.
