Huo Xing Finance reports: On April 12, after a brief de-escalation following a ceasefire, the Middle East situation took a sharp downturn over the weekend. The 21-hour U.S.-Iran negotiations ended in failure, as Iran rejected the U.S. proposal requiring it to “not develop nuclear weapons.” U.S. Vice President Vance declared the talks concluded but left room for ambiguity. The two-week pause on military strikes previously announced by Trump is nearing its end, with its future uncertain. Meanwhile, the U.S. destroyer claimed to have completed the first post-conflict transit through the Strait of Hormuz, a claim immediately denied by Iranian officials, as the information war between both sides continues. Next week, geopolitics will once again dominate market sentiment, with every development regarding the Strait of Hormuz potentially triggering asset price movements. Beyond geopolitics, next week’s macroeconomic calendar centers on two key themes: First, a series of speeches by Federal Reserve officials, combined with the release of the Beige Book, will provide policy signals to markets. Second, the U.S. March PPI data, to be released on Tuesday, will serve as a critical indicator of how energy price shocks are being transmitted to production costs. Meanwhile, major banks including Goldman Sachs, JPMorgan Chase, and Citigroup will officially kick off the Q1 earnings season. Specific event times are as follows: Tuesday, 20:30: U.S. March PPI year-over-year and month-over-month rates; Wednesday, 00:15: 2027 FOMC voter and Chicago Fed President Goolsbee participates in a Semafor World Economic Forum panel; Wednesday, 00:45: Fed Governor Barr delivers opening remarks at a workforce forum; Wednesday, 01:00: Philadelphia Fed President Harker, Richmond Fed President Barkin, Boston Fed President Collins, and Governor Barr participate in a fireside chat; Thursday, 01:40: Fed Governor Bowman delivers a speech; Thursday, 02:00: Federal Reserve releases the Beige Book on economic conditions; Thursday, 20:30: U.S. initial jobless claims for the week ending April 11 and the April Philadelphia Fed manufacturing index; Thursday, 20:35: Permanent FOMC voter and New York Fed President Williams delivers a speech; Thursday, TBA: ECB releases minutes from its March 19 monetary policy meeting; G20 Finance Ministers and Central Bank Governors meeting held. The U.S. March PPI data to be released on Tuesday will be the first key report quantifying how energy price shocks from the Middle East conflict are filtering into upstream production costs. Commerzbank economists have explicitly warned that the pass-through effect of energy prices onto non-energy goods “could change soon.” If PPI exceeds expectations, it will further narrow the Fed’s window for rate cuts—currently, markets have nearly ruled out any rate cuts this year. Next week marks the official start of the Q1 2026 earnings season for U.S. equities, with major banks like Goldman Sachs and JPMorgan Chase leading off, followed by tech giants such as TSMC, ASML, and Netflix releasing their results. This earnings season is viewed as a critical barometer for corporate profit resilience, the sustainability of AI demand, and broader macroeconomic impacts. (Jinshi)
U.S.-Iran Talks Fail; Geopolitical Tensions and Fed Events to Watch Next Week
MarsBitShare
Summary
U.S.-Iran talks collapsed after 21 hours, with Iran refusing to halt nuclear development. The U.S. Navy claims a post-war transit through the Strait of Hormuz, but Iran denies it. Market sentiment will depend on regional tensions and Fed developments next week. The Fed will host key speeches and release the Beige Book. Tuesday’s March PPI data will highlight the impact of energy costs. Earnings from Goldman Sachs and JPMorgan kick off the Q1 reporting season. Traders should monitor altcoins amid shifting macro conditions.
Source:Show original
Disclaimer: The information on this page may have been obtained from third parties and does not necessarily reflect the views or opinions of KuCoin. This content is provided for general informational purposes only, without any representation or warranty of any kind, nor shall it be construed as financial or investment advice. KuCoin shall not be liable for any errors or omissions, or for any outcomes resulting from the use of this information.
Investments in digital assets can be risky. Please carefully evaluate the risks of a product and your risk tolerance based on your own financial circumstances. For more information, please refer to our Terms of Use and Risk Disclosure.