A market preview says investors will watch the US March inflation report, Fed speeches and retail sales data from the eurozone and US, along with China's first-quarter GDP. The author argues markets underestimate inflation risk from record stimulus.
Stronger inflation expectations could lift Treasury yields and the dollar, which tends to pressure dollar-priced commodities, but this is a forward-looking outlook rather than a new cause.
After 2,356 past bullish macro events, US Dollar (Broad) moved a median +0.2% over 5 sessions (60% higher; middle half -0.3% to +0.7%), and +0.4% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.