Hello everyone, it’s April 28, 2025. The week ahead promises to be spectacular (or a complete disaster) depending on which way the wind blows out of Washington. So far, the futures are down about 0.6% this morning, as everyone’s trying to cut risk ahead of a week crammed with Big Tech earnings ( 
AAPL , 
MSFT , 
AMZN , 
META ), a mountain of macro data (PCE, GDP, ISM, jobs), and of course, the never-ending Trump tariff soap opera.
On the US politics front, Trump stayed uncharacteristically quiet over the weekend, no new bombshells. But whispers about “talks” with China surfaced, without any real confirmation. Meanwhile, several countries are supposedly rushing to negotiate tariff deals with the US. Expect headlines (and chaos) throughout the week.
Supply chains are starting to crack. Container traffic from China to the US has plunged 60%, and if deals aren’t made by mid-May, we could be staring down empty shelves and layoffs in transport and retail sectors. Think “Black Friday” without anything to buy.
Meanwhile, the drama at the Fed continues. Kevin Warsh, still salty about not replacing Powell, attacked the Fed’s “media circus” style, blaming it for post-Covid inflation. Warsh wants the Fed to go old-school: shut up, protect the dollar, and stop playing superhero. No forecasts, no endless press conferences. Just cigars and silence.
On the macro side, this week’s economic data could turn into a horror show: weak jobs numbers, soft GDP, slowing PCE, all raising the probability of recession. If that happens, expect markets to start begging the Fed to cut rates sooner rather than later.
Assets snapshot:
•
WTI : $63.36
•
XAUUSD : $3,307
•
BTCUSD : $94,000
In short: expect maximum volatility, endless surprises from DC, and a market that could spin on a dime. Stay sharp, stay skeptical, and brace for anything.
AAPL , MSFT , AMZN , META ), a mountain of macro data (PCE, GDP, ISM, jobs), and of course, the never-ending Trump tariff soap opera.On the US politics front, Trump stayed uncharacteristically quiet over the weekend, no new bombshells. But whispers about “talks” with China surfaced, without any real confirmation. Meanwhile, several countries are supposedly rushing to negotiate tariff deals with the US. Expect headlines (and chaos) throughout the week.
Supply chains are starting to crack. Container traffic from China to the US has plunged 60%, and if deals aren’t made by mid-May, we could be staring down empty shelves and layoffs in transport and retail sectors. Think “Black Friday” without anything to buy.
Meanwhile, the drama at the Fed continues. Kevin Warsh, still salty about not replacing Powell, attacked the Fed’s “media circus” style, blaming it for post-Covid inflation. Warsh wants the Fed to go old-school: shut up, protect the dollar, and stop playing superhero. No forecasts, no endless press conferences. Just cigars and silence.
On the macro side, this week’s economic data could turn into a horror show: weak jobs numbers, soft GDP, slowing PCE, all raising the probability of recession. If that happens, expect markets to start begging the Fed to cut rates sooner rather than later.
Assets snapshot:
•
WTI : $63.36•
XAUUSD : $3,307•
BTCUSD : $94,000In short: expect maximum volatility, endless surprises from DC, and a market that could spin on a dime. Stay sharp, stay skeptical, and brace for anything.
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.