Market Strategy

Nvidia (NVDA) earnings and a key inflation report highlight this week’s holiday-shortened calendar as investors continue to evaluate the impact of President Donald Trump’s tariffs and economic policies.

Several large retailers highlight this week’s slate of scheduled earnings reports. Investors will also be reviewing housing market data for April and paying attention to a lineup of Federal Reserve officials speaking after a week when the major U.S. indexes logged gains.

Inflation data, scheduled for Tuesday, may claim the spotlight early this week. But investors will also be evaluating the outcome of the weekend meetings between U.S. and Chinese trade officials after a quiet Friday session that left stocks down for the week.

Wednesday's expected decision on interest rates from the Federal Reserve, along with earnings from several large tech and entertainment companies, could highlight a busy week ahead for investors.

U.S. stocks ended higher on Friday, rounding out a strong week as investors assessed ongoing developments in global trade and saw renewed strength in major tech shares. The S&P 500 rose 0.74% to close at 5,525.21, while the Nasdaq Composite gained 1.26% to finish at 17,282.94. The Dow Jones Industrial Average (DJIA) lagged behind, ending just 20 points higher, or 0.05%, at 40,113.50.

Earnings and Fed speakers are some of this week's big attractions, with some Magnificent Seven companies set to report results after a holiday-shortened week that saw the major US indexes finish in the red.

More big banks are set to report earnings this week, along with entertainment and health care giants, after some of the world's biggest banks reported earnings Friday and markets capped off a volatile trading week as investors reacted to the latest announcements on tariffs.

March inflation data and Big Bank earnings are among the major items on this week’s economic calendar as investors look for signals about what's next for markets following a chaotic end to last week.

U.S. stocks ended slightly higher on Friday, with the S&P 500 snapping a four-week losing streak that had been driven by concerns over trade tensions, recession risks, and weakness in large-cap tech stocks.

A Federal Reserve interest-rate decision, comments from Fed Chair Jerome Powell, and the Fed's “dot plot” interest-rate projections will likely be in the spotlight this week, with retail sales data also due for release as businesses brace for the impact of tariffs.

Stocks ended higher on Friday, capping off a turbulent week and a losing month for major indexes. Markets briefly pulled back during the session following a tense Oval Office meeting between President Donald Trump and Ukrainian President Volodymyr Zelenskyy, which heightened geopolitical concerns. However, stocks regained momentum, rallying into the close.

Stocks tumbled on Friday as fresh US economic data fueled investor concerns over slowing growth and persistent inflation, prompting a flight to safer assets.