>>> What to look at today - 29th of April 2026

Stocks fluctuated as traders stayed cautious ahead of the Federal Reserve’s policy decision and earnings from megacap technology companies. Oil swung between gains and losses. Shares climbed in Hong Kong and mainland China, and dropped in Taiwan, with MSCI’s Asia Pacific equities gauge edging up 0.2%. Futures contracts for the Nasdaq 100 Index rose 0.5%, as sentiment stabilized following a Wall Street selloff on Tuesday sparked by skepticism over the payoff from artificial intelligence investments. Brent crude whipsawed before trading 0.1% lower at $111.19 per barrel. The commodity had earlier risen to almost $112 following a Wall Street Journal report that President Donald Trump told his aides to prepare for an extended blockade of Iran. That could effectively keep the Strait of Hormuz shut. Treasury futures were little changed after falling Tuesday when elevated oil prices drove up inflation expectations and curbed bets for Fed interest-rate cuts ahead of Wednesday’s policy announcement. Trading in cash Treasuries is closed during Asian hours due to the holiday in Japan. The focus on Wednesday will also be on earnings reports from megacap technology firms. The companies have helped global equities rally in recent weeks to erase losses from the Middle East conflict, making this week’s earnings announcements crucial for sustaining the rally. Big tech firms representing about a quarter of the S&P 500’s value are getting ready to release their earnings. Alphabet Inc., Microsoft Corp., Amazon.com Inc. and Meta Platforms Inc. report Wednesday, followed by Apple Inc. a day later. Tech earnings have been largely shielded from the disruptions of the Iran war. The sector’s results are expected to have grown 41% in the first quarter, according to data compiled by Bloomberg Intelligence. Elsewhere, the United Arab Emirates said it will leave OPEC next month, in a significant blow to the group that raises questions about its future. The UAE’s exit May 1 after six decades of membership is the latest indication of how the conflict is reshaping global energy markets. Meanwhile, in recent meetings, including a Monday discussion in the Situation Room, Trump opted to continue squeezing Iran’s economy and oil exports by preventing shipping to and from its ports, the Journal report said. He assessed that his other options — resume bombing or walk away from the conflict — carried more risk than maintaining the blockade, officials said. US After Hours SIMO +18.6%, STX +16%, NXPI +15.8%, VRNS +12%, FICO +11.8% higher on earnings; OI -18.8%, ENPH -9.6%, HOOD -8.9%, TER -8.2%, BKNG -4.5% lower on earnings.

Nikkei Closed Hang Seng +1.29% CSI +0.64% Shanghai +0.40% Shenzen +1.41%

Eur$ 1.1705 CNH 6.8372 CNY 6.8361 JPY 159.64 GBP 1.3513 CHF 0.7891 RUB 75.2240 TRY 45.0691 WTI$ 99.40 -0.53% Gold 4,605 +0.28% BTC 77,271 +1.05% ETH 2,328 +1.42%

S&P +0.22% Nasdaq +0.50% EuroStoxx +0.28% FTSE -0.12% Dax +0.31% SMI +0.25%

Macro :
- Ackman’s Fund IPO Raises $5 Billion for Permanent Capital Plan
- Ken Griffin Warns of Private Credit Liquidity Mismatch: FT
- KPMG Shuts US Govt Audit Unit After Losing Pentagon Contract: FT
- BlackRock Is Underweight Japanese Bonds, Sees Further BOJ Hikes
- Andreessen, Ellison, Huang Among Attendees at US State Dinner

Keep an eye on :
- ADS GY : Adidas 1Q Operating Profit Beats Estimates, Adidas Sees Robust Growth Underpinned by Apparel and Football
- ADP FP : ADP 1Q Revenue Misses Estimates
- AENA SM : Aena 1Q Net Income Beats Estimates
- AIR FP : Airbus Profit Drops as Earnings Collapse at Main Jet Unit
- AKTR GA : Watch Aktor After It Signs Deal for Sale of US LNG to Albania
- ALSN SW : Also Maintains FY Ebitda Forecast
- AMS SM : Amadeus To Acquire Idemia Public Security For €1.2 Billion
- AMUN FP : Amundi Assets Under Management Beats Estimates
- ANDR AV : Andritz 1Q Orders Beats Estimates; Confirms 2026 Targets (1)
- Anthropic IPO : Goldman Stops Bankers Using Anthropic’s Claude in HK: FT
- APOTEA SS : Apotea 1Q Revenue Above Estimates
- APR NO : Appear 1Q Revenue Beats Estimates
- AAPL US : Apple Plans Photo-Editing Overhaul With AI in iOS 27 This Year
- AML LN : Aston Martin 1Q Revenue Meets Estimates
- CAR US : Avis Holder Pentwater Sold 4.3 Million Shares Amid 70% Rout
- ACR NO : Axactor Offering of 466.1m Shares Prices at NOK4.70/Share
- BIDU US : China Suspends New Autonomous Driving Permits After Baidu Outage
- BE US : Bloom Energy Boosts FY Revenue Forecast, Beats Estimates
- BORG SS : Bjorn Borg 1Q Sales Beat Estimates
- BKNG US : Booking 1Q Revenue Meets Estimates
- BRG BO : Borregaard 1Q Operating Revenue Beats Estimates
- CONSTI FH : Consti 1Q Sales Under Estimates
- DBK GY : Deutsche Bank 1Q FIC Sales & Trading Rev €2.85b, Est €2.87b
- DBK GY : Deutsche Bank Says Commercial Real Estate Remains Key Risk
- DTE GY : T-Mobile Narrows FY Core Adjusted Ebitda Forecast
- DIGIA FH : Digia 1Q Sales Under Estimates
- DSV DC : DSV 1Q Ebit Before Significant Items Misses Estimates; DSV Maintains FY Ebit Before Significant Items Forecast
- DWS GY : Deutsche Bank’s DWS Sees Net Inflows Slow as War Rattles Markets
- EDF FP : EDF Delays Decision on Edison Stake Sale: Reuters
- ENI IM : Eni CEO Claudio Descalzi Met With Venezuela’s Delcy Rodriguez
- FRA GY : LIGA-Pax-Aktien-Union Adds ABB, Exits Fraport
- FSECURE FH : F-Secure 1Q Revenue Under Estimates
- FM CN : First Quantum Minerals Boosts FY Copper Production Forecast
- FPE GY : Fuchs 1Q Ebit Beats Estimates, Fuchs to Raise Prices to Offset Hormuz Impact
- FORTUM FH : Fortum 1Q Adjusted Operating Profit Beats Estimates
- GOFORE FH : Gofore 1Q Sales Above Estimates
- HTRO SS : Hexatronic 1Q Revenue SEK1.70B
- HUH1V FH : Huhtamaki 1Q Adjusted Ebit Beats Estimates
- 1347 HK : US Orders Tool Makers to Halt Some Shipments to Hua Hong: Rtrs
- IDEX NO : IDEX Biometrics Offering of 9.7m Shares Prices at NOK8.25/Share
- INSTAL SS : Instalco 1Q Sales Beat Estimates
- DEC FP : PEP Offers to Buy Outdoor Ad Firm oOh!Media for $537 Million
- KAMBI SS : Kambi 1Q Ebit Beats Estimates
- KESKOB FH : Kesko 1Q Net Sales Meet Estimates
- KNEBV FH : Kone Agrees to Buy TKE in Deal With Enterprise Value of €29.4b
- KNEBV FH : Kone 1Q Orders Misses Estimates, Kone Narrows FY Net Sales Forecast
- KPN NA : KPN 1Q Adjusted Ebitda After Leases Meets Estimates
- MAP SM : Mapfre 1Q Net Income Beats Estimates
- MCOVB SS : Medicover Reports 1Q Revenue of EUR 624.2 Million, Compared With FactSet Consensus Estimates of EUR 619.6 Million
- META US : US Ends Investigation Into Claims WhatsApp Chats Aren’t Private
- MCAP SS : MedCap Reports 1Q Sales of SEK 556.6 Million, Compared With FactSet Consensus Estimates of SEK 558 Million (2 Est.)
- MELE BB : Melexis 1Q Gross Margin Beats Estimates
- MBG GY : Mercedes 1Q Cars Adjusted Ebit Beats Estimates, Mercedes Earnings Slide on China Slump Ahead of Model Offensive
- MOL IM : Moltiply Boosts Share Price in Voluntary Tender Offer
- MTGB SS : MTG 1Q Net Income Beats Estimates
- KN FP : Natixis Sells Down Stake in US Boutique Adviser Solomon Partners
- NCCB SS : NCC 1Q Net Sales Miss Estimates
- NETIB SS : Net Insight 1Q Sales Beat Estimates
- NEXI FP : CVC Weighs €9b Bid for Italian Payments Group Nexi: FT
- NHY NO : Norsk Hydro 1Q Aluminum Metal Adjusted Ebitda Beats Estimates
- NOVOB DC : Canada Approves Its First Generic Version of Novo’s Ozempic
- NXPI US : NXP Semi 2Q Adjusted EPS Forecast Beats Estimates
- ONTEX BB : Ontex 1Q Adjusted Ebitda Misses Estimates
- Open AI IPO : OpenAI Sees Big User Shift to Cheaper ChatGPT Tier: Information
- ORCL US : Oracle Sees Continued Momentum for OpenAI Partnership
- ORA FP : Orange Inks €1.3b Financing Deal For Scorefit Acquisition
- PNDXB SS : Pandox 1Q Ebitda Misses Estimates
- RI FP : Pernod Ricard & Brown-Forman End Merger Talks Without Deal
- POSTI FH : Posti Group FY Outlook Above Consensus; 1Q Sales Above Estimates
- 1913 HK : Prada Faces Slower Miu Miu Growth on Middle East: Preview
- PRU LN : Prudential 1Q New Business Profit $686M Vs. $608M Y/y
- RED SM : Redeia 1Q Net Income Meets Estimates
- HOOD US : Robinhood 1Q Net Revenue Misses Estimates: Snapshot
- SALME NO : Salmon Evolution Offering of Shares Prices at NOK4.50/Share
- SDZ SW : Sandoz Group 1Q Net Sales Meet Estimates
- SAN SM : Santander 1Q Net Income Beats Estimates
- SEBA SS : SEB 1Q Operating Profit Beats Estimates
- STX US : Seagate 4Q Revenue Forecast Beats Estimates
- G24 GY : Scout24 1Q Oper Ebitda Meets Estimates
- WAF GY : Siltronic 1Q Ebitda Misses Estimates
- SLEEP SS : Sleep Cycle 1Q Sales Under Estimates
- SLR SM : Solaria Prices Offering at EU24/Share
- SOLTEQ FH : Solteq 1Q Revenue Misses Estimates
- SOP FP : Sopra Steria 1Q Revenue Beats Estimates
- SF SS : Stillfront 1Q Sales Beat Estimates
- STB NO : Storebrand 1Q Solvency II Beats Estimates
- STORB SS : Storskogen 1Q Sales Miss Estimates
- STMN SW : Straumann 1Q Revenue Meets Estimates
- SWEDA SS : Swedbank 1Q Credit Impairment Beats Estimates, Swedbank to Cut Jobs as 1Q Net Interest Income Beats Estimates
- SY1 GY : Symrise Maintains FY Organic Sales Forecast
- TEP FP : Teleperformance 1Q Like-for-Like Sales Miss Estimates
- TSLA US : Tesla Plans to Expand V14 Lite to More International Markets
- 8TRA GY : Traton 1Q Adjusted Operating Margin Beats Estimates
- THULE SS : Thule 1Q Net Sales Meet Estimates
- TTE FP : TotalEnergies 1Q Adjusted Net Income Beats Estimates
- 2476 HK : Nvidia-Supplier Victory Giant’s Sales Surge on AI Demand --> +7.87%
- UBSG SW : UBS Posts $3 Billion in Profit, Signals More Buybacks to Come
- DG FP : Vinci Compass seeks funding to accelerate Outback's growth, sources say. Tue, 28 Apr 2026 19:01:40
- VOLO SS : Volati Reports 1Q Sales of SEK 2.06 Billion, Compared With FactSet Consensus Estimates of SEK 2.06 Billion (2 Est.)
- VOLCARB SS : Volvo Car 1Q Revenue Meets Estimates
- WCH GY : Wacker Chemie 1Q Ebitda Beats Estimates
- WLN FP : ANZ to Buy Worldline Share of JV for Enterprise Value A$89M
- WLN FP : Worldline Announces 40:1 Reverse Share Split Plan