What to Watch in the Week Ahead

The report analyzes the stalemate in US-Iran negotiations and its impact on oil prices, while highlighting upcoming tech earnings and central bank data as critical market drivers.

Key Takeaways

• 1.The US-Iran peace agreement remains elusive after President Trump rejected recent proposals, maintaining pressure on global oil markets.
• 2.Investors are monitoring key tech earnings (Applied Materials, Cisco, and NVIDIA) to assess the durability of AI spending and semiconductor demand.
• 3.Central bank policy is in focus as markets gauge if energy price spikes will fuel inflation, potentially delaying expected rate cuts from the Fed.

Table of Contents

• What to watch in the week ahead
• Weekly Global
• Can the US and Iran make progress toward a lasting peace?
• Inflation, central banks, and bonds
• Earnings
• The Middle East conflict and oil
• Will the finale to the first-quarter earnings season support the stock rally?
• Will market worries over central bank tightening fade?
• Chart of the week
• Non-Traditional Assets
• Global asset class preferences definitions
• Appendix

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