Next week's macro outlook: Focus on US-Iran negotiations and changes in the Federal Reserve personnel, with the Middle East situation repeatedly disturbing the market
According to Jinshi reports, global markets significantly rebounded over the past week driven by expectations of easing tensions in the Middle East, but core uncertainties remain unresolved. Iran once announced the opening of the Strait of Hormuz, leading to a rapid decline in oil prices, a broad strengthening of risk assets, U.S. stocks reaching new highs, a weakening dollar, and gold approaching the $4900 mark. However, Iran subsequently signaled that it "is still under military control," combined with the U.S. maintaining sanctions against Iran, which has heightened market concerns about the volatility of the situation.
On the macro level, the biggest variable next week will still be the progress of U.S.-Iran negotiations. U.S. President Trump stated that negotiations may advance over the weekend and warned that if an agreement is not reached by next Wednesday, the ceasefire could end, and there is a risk of renewed conflict; meanwhile, Iran's attitude towards negotiations remains cautious, especially with significant differences on key issues such as uranium enrichment. The market has currently shifted from "pricing in conflict escalation" to "pricing in a path to easing," but any sudden changes could still trigger sharp asset fluctuations.
In terms of interest rate expectations, the decline in energy prices has alleviated inflationary pressures, and the market's expectations for a rate cut by the Federal Reserve this year have risen to about 60%. At the same time, Federal Reserve Chair nominee Kevin Warsh will attend a Senate hearing next week, and his policy stance (especially whether it leans dovish) will become an important variable affecting gold and risk assets.
On Tuesday at 20:30, U.S. March retail sales month-on-month;
On Thursday at 20:30, U.S. initial jobless claims for the week ending April 18;
On Thursday at 21:45, U.S. April S&P Global Manufacturing/Services PMI preliminary;
On Friday at 22:00, U.S. April University of Michigan Consumer Sentiment Index final value, one-year inflation expectations final value;
In the short term, the market's main focus will revolve around three major variables: progress in U.S.-Iran negotiations, oil price trends, and signals from the Federal Reserve.
You may also like

Eve of Ceasefire, US Military Fires on Iranian Vessel | Rewire News Morning Brief

Figma's stock price drops over 7%, will Claude Design be the terminator?

Plunge by 10% Followed by Rebound, Weekend Oil Market Watch

SpaceX Mascot ASTEROID Fast Track $170 million, Stemming from an Unfinished Space Dream

L1 is dead, Appchain should rise
5 Best AI Agents in 2026: A Beginner's Guide to Crypto's Autonomous Future
Discover the 5 best AI agents in crypto for 2026. Learn how DeFAI agents differ from trading bots and explore top projects like OpenClaw, Virtuals Protocol, and ElizaOS.

Morning News | Kelp DAO suffers an attack with losses of approximately $292 million; RaveDAO responds to rumors of price manipulation; Michael Saylor releases more information related to Bitcoin Tracker

Crypto ETF Weekly | Last week, the net inflow for Bitcoin spot ETFs in the U.S. was $996 million; the net inflow for Ethereum spot ETFs in the U.S. was $275 million

This Week's News Preview | 2026 Hong Kong Web3 Carnival officially held; Trump hosts luncheon for TRUMP token holders

a16z New Post: Predicting the Market, Entering the Fast Forward Phase

Arthur Hayes New Post: It's Now "No Trade" Time

a16z New Article: Predictive Markets Entering Fast-Forward Phase

a16z founder: In the age of Agents, what truly matters has changed

The President of Kyrgyzstan meets with Sun Yuchen, and TRON collaborates with Kyrgyzstan to build a new pattern of digital economy in Central Asia

46 minutes, $292 million stolen, DeFi faces development dilemma again

How to Earn Free USDT in 2026: No High Volume Required (WEEX Poker Party Guide)
Is Joker Crypto legit in 2026 or just another memecoin? Can You Really Earn Passive Income with Joker Crypto in 2026? Learn how Joker staking rewards work, how to earn NFT bonuses, expected APY ranges, gas-fee rebates, and how to avoid crypto scams before joining.
How to Get Free USDT Welcome Bonus in 2026: Earn Up to 700 USDT on WEEX
Legit Free Welcome Bonus 2026: Learn how to earn up to 700 USDT on WEEX with Auto Earn Boost Fest. Increase your balance, activate Auto Earn, and qualify automatically.

AI Agent Payments Just Got Real: Utexo × x402 Brings 50ms USDT Transactions to Internet Scale
Utexo integrates USDT into the x402 protocol, enabling 50ms instant payments embedded natively in HTTP requests. Explore how this breakthrough is rewriting the rules for AI agent payments, API monetization, and the machine-to-machine economy.
Eve of Ceasefire, US Military Fires on Iranian Vessel | Rewire News Morning Brief
Figma's stock price drops over 7%, will Claude Design be the terminator?
Plunge by 10% Followed by Rebound, Weekend Oil Market Watch
SpaceX Mascot ASTEROID Fast Track $170 million, Stemming from an Unfinished Space Dream
L1 is dead, Appchain should rise
5 Best AI Agents in 2026: A Beginner's Guide to Crypto's Autonomous Future
Discover the 5 best AI agents in crypto for 2026. Learn how DeFAI agents differ from trading bots and explore top projects like OpenClaw, Virtuals Protocol, and ElizaOS.







