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Market momentum also stemmed from optimism over trade talks after Chinese officials indicated willingness to negotiate, provided the U.S. shows \u201csincerity\u201d and reverses unilateral tariffs. While Apple<\/strong><\/a> and Amazon<\/strong><\/a> flagged tariff-related concerns in earnings calls, Microsoft<\/strong><\/a> and Meta\u2019s<\/strong><\/a> massive capex plans in AI helped tech outperform. As it stands, the White House\u2019s temporary tariff reduction to 10% for 90 days continues to provide a short-term tailwind.<\/p>\n The Fed\u2019s May FOMC meeting concludes Wednesday<\/strong>. No rate change is expected, but Chair Powell\u2019s press conference at 18:30 GMT<\/strong> will be closely watched. The stronger-than-expected jobs data has reduced the probability of a June cut to 33%, according to CME FedWatch. Powell is under political pressure from President Trump and Treasury Secretary Bessent to ease policy, but solid labor data gives the Fed room to hold steady. Markets will parse Powell\u2019s language for any softening in inflation and growth outlook.<\/p>\n Friday\u2019s packed post-blackout Fed speaker schedule<\/strong> could clarify where consensus stands. Expect particular focus on Waller, Cook, and Williams for insights into rate path calibration.<\/p>\n Markets have regained footing, bolstered by resilient jobs data, improving trade signals, and tech-led earnings.<\/p>\n hile tariffs remain a headline risk\u2014especially as the 90-day pause expires in July\u2014traders will be watching for follow-through on U.S.-China dialogue and guidance from AMD, Disney, and Coinbase this week.<\/p>\n Fed commentary will be crucial in shaping rate cut expectations into the summer. For now, better sentiment and improving data are keeping risk appetite elevated.<\/p>\n<\/div>\n [ad_2]<\/p>\n","protected":false},"excerpt":{"rendered":" [ad_1] Weekly Microsoft Corp.Market momentum also stemmed from optimism over trade talks after Chinese officials indicated willingness to negotiate, provided the U.S. shows \u201csincerity\u201d and reverses unilateral tariffs. While Apple and Amazon flagged tariff-related concerns in earnings calls, Microsoft and Meta\u2019s massive capex plans in AI helped tech outperform. As it stands, the White House\u2019s temporary tariff reduction to 10% for 90 days continues to provide a short-term tailwind. Key Economic Releases Monday, May 5\u2022 ISM Services PMI (14:00 GMT)\u2022 S&P Final U.S. Services PMI (13:45 GMT) Tuesday, May 6\u2022 Trade Balance \u2013 March (12:30 GMT) Wednesday, May 7\u2022 FOMC Rate Decision (18:00 GMT)\u2022 Fed Chair Powell Press Conference (18:30 GMT)\u2022 Consumer Credit \u2013 March (19:00 GMT) Thursday, May 8\u2022 Initial Jobless Claims \u2013 Week ending May 3 (12:30 GMT)\u2022 Q1 Productivity (12:30 GMT)\u2022 Wholesale Inventories \u2013 March (14:00 GMT) Friday, May 9\u2022 Nine Fed speeches including Williams (10:15 & 15:30 GMT), Waller (15:30 GMT), Goolsbee, Cook, Hammack, Musalem (17:45 GMT) Notable Earnings Monday, May 5:\u2022 Palantir (PLTR) \u2013 Est. $0.13 EPS; focus on AI and federal contracts\u2022 Ford (F) \u2013 Est. $0.00 EPS; monitor EV demand and China impact Tuesday, May 6:\u2022 AMD (after close) \u2013 Est. $1.01 EPS on $7.29B revenue; server and GPU outlook in focus amid tariff effects\u2022 Uber (UBER) \u2013 Est. $0.51 EPS; insights on mobility and margin compression\u2022 Walt Disney (DIS) \u2013 Est. resilient EPS; commentary on Parks and ad spend key given macro uncertainty Wednesday, May 7:\u2022 Shopify (SHOP), Vertex Pharma (VRTX), Unity Software (U), Teva (TEVA) Thursday, May 8:\u2022 Paramount Global (PARA), Occidental Petroleum (OXY), Coinbase (COIN) \u2013 focus on retail trading and crypto volumes Friday, May 9:\u2022 AMC Networks (AMCX), Enbridge (ENB) Central Bank Activity The Fed\u2019s May FOMC meeting concludes Wednesday. No rate change is expected, but Chair Powell\u2019s press conference at 18:30 GMT will be closely watched. The stronger-than-expected jobs data has reduced the probability of a June cut to 33%, according to CME FedWatch. Powell is under political pressure from President Trump and Treasury Secretary Bessent to ease policy, but solid labor data gives the Fed room to hold steady. Markets will parse Powell\u2019s language for any softening in inflation and growth outlook. Friday\u2019s packed post-blackout Fed speaker schedule could clarify where consensus stands. Expect particular focus on Waller, Cook, and Williams for insights into rate path calibration. The Week Ahead Outlook Markets have regained footing, bolstered by resilient jobs data, improving trade signals, and tech-led earnings. hile tariffs remain a headline risk\u2014especially as the 90-day pause expires in July\u2014traders will be watching for follow-through on U.S.-China dialogue and guidance from AMD, Disney, and Coinbase this week. Fed commentary will be crucial in shaping rate cut expectations into the summer. For now, better sentiment and improving data are keeping risk appetite elevated. [ad_2]<\/p>\n","protected":false},"author":1,"featured_media":45631,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[45],"tags":[],"class_list":["post-45630","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-financas"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/tiproject.online\/index.php\/wp-json\/wp\/v2\/posts\/45630","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tiproject.online\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tiproject.online\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tiproject.online\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tiproject.online\/index.php\/wp-json\/wp\/v2\/comments?post=45630"}],"version-history":[{"count":0,"href":"https:\/\/tiproject.online\/index.php\/wp-json\/wp\/v2\/posts\/45630\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tiproject.online\/index.php\/wp-json\/wp\/v2\/media\/45631"}],"wp:attachment":[{"href":"https:\/\/tiproject.online\/index.php\/wp-json\/wp\/v2\/media?parent=45630"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tiproject.online\/index.php\/wp-json\/wp\/v2\/categories?post=45630"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tiproject.online\/index.php\/wp-json\/wp\/v2\/tags?post=45630"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Key Economic Releases<\/h2>\n
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\u2022 ISM Services PMI (14:00 GMT)
\u2022 S&P Final U.S. Services PMI (13:45 GMT)<\/li>\n
\u2022 Trade Balance \u2013 March (12:30 GMT)<\/li>\n
\u2022 FOMC Rate Decision (18:00 GMT)
\u2022 Fed Chair Powell Press Conference (18:30 GMT)
\u2022 Consumer Credit \u2013 March (19:00 GMT)<\/li>\n
\u2022 Initial Jobless Claims \u2013 Week ending May 3 (12:30 GMT)
\u2022 Q1 Productivity (12:30 GMT)
\u2022 Wholesale Inventories \u2013 March (14:00 GMT)<\/li>\n
\u2022 Nine Fed speeches including Williams (10:15 & 15:30 GMT), Waller (15:30 GMT), Goolsbee, Cook, Hammack, Musalem (17:45 GMT)<\/li>\n<\/ul>\nNotable Earnings<\/h2>\n
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\u2022 Palantir (PLTR) \u2013 Est. $0.13 EPS; focus on AI and federal contracts
\u2022 Ford (F) \u2013 Est. $0.00 EPS; monitor EV demand and China impact<\/li>\n
\u2022 AMD (after close) \u2013 Est. $1.01 EPS on $7.29B revenue; server and GPU outlook in focus amid tariff effects
\u2022 Uber (UBER) \u2013 Est. $0.51 EPS; insights on mobility and margin compression
\u2022 Walt Disney (DIS) \u2013 Est. resilient EPS; commentary on Parks and ad spend key given macro uncertainty<\/li>\n
\u2022 Shopify (SHOP), Vertex Pharma (VRTX), Unity Software (U), Teva (TEVA)<\/li>\n
\u2022 Paramount Global (PARA), Occidental Petroleum (OXY), Coinbase (COIN) \u2013 focus on retail trading and crypto volumes<\/li>\n
\u2022 AMC Networks (AMCX), Enbridge (ENB)<\/li>\n<\/ul>\nCentral Bank Activity<\/h2>\n
The Week Ahead Outlook<\/h2>\n