The week is centered around inflation signals and Fed communication. At the same time, the main driver remains the Iran conflict and tensions around the Strait of Hormuz. Oil is already reacting, and that feeds directly into inflation and market sentiment, often overriding macro data.
Monday
. March Existing Home Sales
This shows housing demand under current rates. It reflects how sensitive consumers are to financing conditions.
Tuesday
. March PPI Inflation data
Producer prices give an early signal of inflation pressure and can shape expectations ahead of CPI and Fed decisions.
Thursday
. Philly Fed Manufacturing Index
. Initial Jobless Claims
The Philly Fed index gives a read on manufacturing activity. Jobless claims provide a fast signal on labor market conditions.
Throughout the week
. Multiple Fed speakers
A busy week of Fed commentary. Markets will watch for any shift in tone, especially with oil rising and inflation risks building.
Main focus: Iran headlines and oil, with macro data playing a secondary role.
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