The war in Iran enters its 12th week with no end in sight. Concerns about the impact on the real economy are mounting.
Equity markets, however, remain buoyant, driven by AI-related stocks.
Here's a quick guide to next week's financial market events.
1. Trump met Xi in Beijing. G7 finance ministers will meet in Paris. Topics include Iran, supply chains, oil prices, and bond markets.
2. Nvidia earnings are due. AI stocks are hot. Walmart and other retailers' reports will show inflation's impact.
3. UK political uncertainty rises. Gilt yields are near 18-year highs. Inflation data may fuel selloff.
4. Nvidia results could widen the gap between US and European stocks. Europe is hit harder by energy costs.
5. Japan Q1 GDP data due Tuesday. Oil prices weigh on Japan. China house prices and retail sales also expected.
