Middle East Situation
Islamabad, Pakistan (weekend, Apr 12–13): U.S.–Iran talks on fragile cease-fire
stabilization
Washington D.C., USA (Apr 14): Israel and Lebanon to hold first meeting at U.S.
State Department on cease-fire announcement and roadmap for talks; initial round
described as preparatory, no imminent final settlement expected
Strait of Hormuz (ongoing): shipping normalization remains key oil risk factor
Apr 13–Spring Meetings: IMF assesses economic impact of Iran conflict during
Spring Meetings opening
United States
Apr 13–15: Senate delays Kevin Warsh Fed Chair hearing; leadership gap risk as
Powell term ends May 15, 2026
Apr 15: March PPI, key inflation pipeline data
Apr 14–15: Q1 earnings kickoff (Goldman Sachs; JPMorgan, Citi, Wells Fargo)
China
Apr 13–15: Consumer Products Expo (Apr 13), Canton Fair (Apr 15)
Apr 17: Q1 GDP (~4.9% YoY expected), trade (+8% exports), retail sales,
industrial output
UK
Apr 17: Feb GDP (~+0.3% rebound expected)
Japan
Apr 14: BOJ Governor Ueda speech, rate hike signals watched
Eurozone
Apr 17: ECB March meeting accounts, growth and risk outlook focus
