Next week's major events: Trump issues another "final warning," China and U.S. inflation data, Samsung and Tianfu Communication earnings

** April 06 - April 12 Major Financial and Economic Events for the Week at a Glance. The following are all Beijing Time:**


Next week’s key market theme:

On the macro side, focus on China-US inflation and monetary policy. Driven by the Iran situation pushing up energy prices, the US’ March CPI month-on-month may hit a new high since 2022, which will add “hawkish” pressure to the minutes the Federal Reserve will release. Domestically, China’s March CPI, PPI, and financial data will be released in quick succession. In addition, next week, the central banks of India, New Zealand, and South Korea will announce their rate decisions one after another. The market expects all three central banks to keep interest rates unchanged.

On the geopolitical front, continue to monitor the Iran situation as Trump demands that Iran open the Strait of Hormuz by April 6, which Iran rejects as this “final ultimatum.” Combined with the expiration of the US’ permits for selling Russian oil, the supply risks arising from geopolitical games will directly feed into oil prices and safe-haven assets. In addition, the Secretary General of NATO will visit the US and meet with Trump.

On the industry front, HIGHDATA Information and Tianfu Communications release earnings; Samsung Electronics’ earnings guidance may also be unveiled. The commercial aerospace sector may see dense launches such as the Long March 8A; the China Electronics International Expo will focus on showcasing cutting-edge technologies including embodied intelligence. In addition, storage-chain pressure reflected by Xiaomi’s price adjustments, as well as disclosures of NIO’s new vehicles and the Shenzhen market’s first Q1 report, will jointly form the hot main line for next week’s stock-picking debate.

Also, next Monday is Western Easter, and stock markets in multiple European countries will be closed; in China, the Qingming Festival means A-shares and Hong Kong stocks will be closed.


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Economic Indicators

  • China CPI, PPI, FX reserves, and financial data

On April 7, China will release March foreign exchange reserves data. Previously, China has been adding to gold for 16 consecutive months.

On April 10, China will release March CPI and PPI data. Citic Securities? (No—兴业证券) predicts that March PPI year-on-year is likely to turn positive, and April may break above 1%; after disruptions from the Spring Festival fade out, March CPI year-on-year may dip slightly.

On April 9, China’s weekly financial data for the period will be released. 兴业证券 expects that March credit may see a seasonal surge in quantity, but the pace of government bond issuance may slow year-on-year; social financing (社融) year-on-year may fall slightly, and M1 year-on-year is also expected to decline accordingly.

  • US March CPI and February PCE

On April 10, the US will release March CPI data. Affected by energy prices surging due to the Iran war, markets generally expect inflation to rise significantly. It is expected that the March headline CPI month-on-month increase may reach 0.9%, the highest since June 2022. The year-on-year growth rate is expected to rise from 2.4% to 3.3%.

On April 9, the US will release the February PCE Price Index, the inflation measure the Federal Reserve values most. The market expects that core PCE inflation month-on-month in February could strengthen from 0.36% to 0.44%, while the year-on-year growth rate may decline from 3.1% to 3.0%. Since last September, core PCE and core CPI have diverged substantially due to differences in statistical methodologies. US Q4 real GDP data will also be released on the same day.

  • Central bank rate decisions in South Korea, New Zealand, etc.; Japan’s February labor cash earnings

Next week, the central banks of India, New Zealand, and South Korea will announce their rate decisions one after another. The market expects that all three central banks will keep interest rates unchanged. The subsequent policy path may depend on how much the Middle East situation transmits to their respective economies.

On April 8, Japan’s Ministry of Health, Labour and Welfare will release February labor cash earnings data. Bloomberg’s forecast is that the year-on-year growth rate of February labor cash earnings may slow from 3.0% in January to 2.5%, and the year-on-year growth rate of actual earnings is expected to ease from 1.4% to 1.1%. The main focus afterward is whether the strong momentum of spring wage negotiations is reflected in the data.

  • The Federal Reserve releases the minutes of the monetary policy meeting

The Federal Reserve will release the minutes of the FOMC meeting on March 17-18. The market expects the minutes to show that, amid the high uncertainty caused by the Iran war, the committee is inclined to stand by and wait. Powell hinted that only when the committee sees progress on core inflation as the impact from tariffs fades, will it consider ignoring the issue of the oil shock.

After that, 2027 FOMC voting member and Chicago Fed President Goolsbee will speak about monetary policy.

Financial and Economic Events

  • Continue to monitor the Iran situation; Trump issues another “final ultimatum”

According to Xinhua News Agency, Trump issued a 48-hour ultimatum, demanding that Iran open the Strait of Hormuz by April 6, which Iran rejected as this “final ultimatum.”

April 6 is also the last deadline Trump set for postponing airstrikes on Iran’s energy facilities. However, the situation in the Middle East continues to change, and military actions by both sides have continued to escalate recently.

  • The US approves licenses for some Russian oil sales; licenses expire on April 11

According to earlier coverage by CCTV, the US Treasury Department has issued related general licenses to Russia, allowing the sale of Russian crude oil and petroleum products that have already been loaded onto vessels, starting from March 12, and such Russian crude oil and petroleum products may be sold until 00:01 a.m. Eastern Time on April 11.

  • NATO Secretary General to travel to the US from April 8-12 to meet with Trump

NATO: Secretary General Rutte will travel to the US between April 8 and 12. Rutte will meet with US President Trump on April 8, as well as with Secretary of State Rubio and Defense Secretary Hegseth. According to Xinhua News Agency, Trump had previously been “seriously considering” the US leaving NATO.

  • Zheng Lixuan visits Jiangsu, Shanghai, and Beijing from April 7 to 12

Chairman Zheng Lixuan of the Kuomintang leads a Kuomintang delegation to visit and inspect Jiangsu, Shanghai, and Beijing from April 7 to 12.

  • Long March 8A variant; scheduled to launch on April 7

In addition, April’s commercial aerospace will see dense catalysts: 1. Tianlong-3, planned for launch on April 2; it is the first flight of China’s first 20-ton-class liquid rocket for commercial aerospace. 2. Long March 8A variant, expected to launch on April 7. 3. Zhuque-2E, expected to launch from Jiuquan in April; an upgraded flight with return and reflight as well as reliability validation. 4. Zhuque-3, expected in late April for return validation.

For overseas SpaceX: 1. Falcon 9, expected to conduct 3-4 routine launches in early April. 2. Starship V3, expected to make its first flight in mid-to-early April; if successful, it will lay a solid foundation for lunar missions and space computing power development.

  • Xiaomi raises prices for some mobile phone products

Xiaomi has released an announcement: due to the continued and significant surge in prices of key components such as global storage chips, after careful assessment, the company will adjust the suggested retail prices of some products currently on sale starting from 00:00 on April 11, 2026. This adjustment involves three models: REDMI K90 Pro Max will be increased by 200 yuan; Turbo 5 and Turbo 5 Max will cancel the Spring Festival special offer, while the 512G large-memory version will continue to receive a 200-yuan subsidy.

  • The 14th China Electronics International Expo opens

The 14th China Electronics International Expo (CITE 2026) will be held from April 9 to 11, 2026 at the Shenzhen Convention and Exhibition Center (Futian). More than 1,200 leading enterprises and innovation teams from around the world will participate. Among them, the embodied intelligence segment will feature a group debut of star companies including Unitree Robotics, Dominion Robotics, Zhiyuan Robotics, Yuejiang Robotics, Lingxin Qiaoshou, and others. In addition, the expo will host the first AI OPC robot/hardware hackathon.

  • ASEAN finance ministers and central bank governors meeting held

The meeting of ASEAN finance ministers and central bank governors is held from April 7 to April 10.

  • NIO ES9 technical launch event

The NIO ES9 product technology launch event for the brand’s flagship large SUV—NIO ES9—will be held officially on April 9. At that time, the NIO ES9 will complete its unveiling simultaneously.

Earnings Reports

  • Samsung Electronics earnings guidance may be released

Samsung Electronics is set to release its 2026 Q1 earnings guidance next Tuesday. The market expects that its quarterly operating profit will be close to the level of last year’s full-year.

According to LSEG analysts’ consensus earnings forecast, Samsung Electronics’ operating profit for January to March this year is expected to reach 40.5 trillion won, or about $26.9 billion. By comparison, this world’s largest memory-chip manufacturer’s operating profit for full-year 2025 was 43.6 trillion won. At the same time, LSEG data shows that Samsung Electronics’ Q1 revenue is expected to grow 50% year-on-year, driven by an “unprecedented super cycle” in memory chips.

In addition, next week, HIGHDATA Information, Langxin Information, and Tianfu Communications, as well as Yonghui? (No—永旺), Suning Universal? (No—迅销) , Qatar National Bank, Applied Digital, ExxonMobil, and others will publish earnings reports.

  • Disclosure schedule for Q1 2026 reports by companies listed on the Shenzhen Exchange released; Wuhua Pharmaceutical takes the top spot

The schedule for Q1 2026 earnings-report reservations by companies listed on the Shenzhen Exchange has been released. Wuhua Pharmaceutical will disclose its Q1 report first on April 8, 2026; *ST Yunwang, Kairuide, Junida Co., Ltd., Runze Technology, Chenhua Shares, and others will follow, disclosing on April 9, 2026 and April 10, 2026 respectively.

Some A-share 2025 annual report disclosure dates next week are as follows:

A-share 2026 Q1 report disclosure dates next week are as follows:

Hong Kong stock earnings-report disclosure dates next week are as follows:

Risk Warning and Disclaimer

        The market is risky; investment requires caution. This article does not constitute personal investment advice, nor does it take into account any specific investment objectives, financial conditions, or needs of individual users. Users should consider whether any opinions, viewpoints, or conclusions in this article align with their specific circumstances. Invest at your own risk; you are solely responsible for any consequences.
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