Mon/28:
*US Treasury Quarterly Refunding Announcement
*Saylor expected to announce BTC purchase
*Amazon to launch the first 27 satellites for its Project Kuiper fast internet network, a competitor to Elon Musk’s Starlink
Tue/29:
*Howard Lutnick speaks at 2PM ET
*U.S. JOLTS Job Openings & CB Consumer Confidence
*Meta’s LlamaCon (AI developer conference): New AI Models
*Earnings: Spotify, PayPal, Visa
Wed/30: 100th day of Donald Trump’s presidency: ‘Worst 100 Days Since WW II’
*US Treasury Quarterly Refunding Announcement
*U.S. Q1 GDP: BBG estimate real GDP decelerated sharply in the first quarter to 0.4%, from 2.4% in the final quarter of 2024
*U.S. PCE
*Earnings: Microsoft, Meta, Robinhood
*Crypto: Token2049 Conference. Speakers: Eric Trump, Emad Mostaque, Robert M. (BlackRock), Mathew M. (GS), Tarun C.(Gauntlet), Zach W. (World Liberty), etc
*Worldcoin's “At Last” event: Sam Altman will join the Event
Thu/01: May Day
*BoJ Interest Rate Decision: expected to keep rate unchanged
*U.S. Manufacturing PMI
*Earnings: Apple, Amazon, Reddit, MicroStrategy
*Token Unlock: SUI $270M (2.3%)
Fri/02:
*U.S. Nonfarm Payrolls: Expected to show a 130k increase — about 100k less than the larger-than-expected March gain
*De Minimis tariff exemptions, which currently allow packages worth $800 or less from China & Hong Kong to enter the US duty-free will end & now will face new tariffs and fees; Shein raised US Prices as Much as 377% Ahead of Tariff Increases
*Token Unlock: OMNI $40M (83.3%)
Sat/03:
*U.S. 25% tariffs on imported vehicles as well as 25% tariffs on imported auto parts scheduled to take effect; Trump administration is considering reducing certain tariffs targeting the auto industry though nothing decided yet
*Berkshire Hathaway Annual Meeting
TBA/Whole Week:
*TradeFi: Trump-Tariffs, Earnings Season: Capital Expenditures, buybacks, blackout period
*Crypto: Token Unlocks, Ethereum's Pectra Upgrade
*World: AI events, US-Ukraine Mineral Deal & Peace Talks, India-Pak Conflict, Middle East Conflict
Rumours: DeepSeek R2 model release?, US might announce trade deal with India?
