🪔 What to expect this week

and the changing situation

Good morning investors! The situation is changing quickly with the Trump team making announcements every day and countries now finally talking.

Today we cover:

  • What to expect this week

  • People losing confidence in the US?

  • Top neighborhoods in the US

Reminder: We talked about Apple in this week’s PRO issue and also discussed top stocks that have performed well despite the slump and are likely to do well in 2025.

You can always Upgrade To Access Future Pro Issues and more.

📊 Economy and News 

What to expect this week

This week is going to be big with major earnings and more data to come. Here’s what to keep an eye on:

Monday, April 14

  • Fed Presidents Barkin and Bostic speak

  • Earnings: Goldman Sachs, M&T Bank, Pinnacle Financial, FB Financial, Applied Digital

Tuesday, April 15

  • Tax filing deadline

  • Import/export prices, Empire State Manufacturing Index

  • Earnings: Johnson & Johnson, Bank of America, Citigroup, PNC Financial, Ericsson, United Airlines

Wednesday, April 16

  • Retail sales, industrial production, homebuilder confidence

  • Fed Presidents Hammack, Schmid, Logan speak

  • Earnings: ASML, Abbott Labs, Prologis, U.S. Bancorp, Kinder Morgan, Travelers, CSX

Thursday, April 17

  • Jobless claims, housing starts, Philly Fed survey

  • Earnings: Taiwan Semiconductor, UnitedHealth, Netflix, American Express, Marsh McLennan, Blackstone, Truist Financial

Friday, April 18

  • Fed President Daly speaks

Retail sales and housing data will shed light on consumer spending and construction trends, with tariffs adding uncertainty.

Bank earnings may reflect caution, as JPMorgan’s CEO warned of economic turbulence. Netflix’s report will skip subscriber numbers, while TSMC and UnitedHealth face high expectations after mixed prior results.

Global hits:

U.S. consumer sentiment deteriorated sharply in April and 12-month inflation expectations surged to the highest level since 1981 amid unease over escalating trade tensions.

More about tariffs: U.S. chipmakers that outsource manufacturing will be exempt from China’s retaliatory tariffs on U.S. imports.

For U.S. chip designers such as Qualcomm (NASDAQ:QCOM) and AMD (NASDAQ:AMD) that outsource manufacturing to Taiwanese chipmaking giant TSMC, Chinese customs authorities will classify these chips’ place of origin as Taiwan.

Elsewhere, U.S. President Donald Trump suggested late Friday that he could offer exemptions to his sweeping 10% tariff on most U.S. trading partners but reaffirmed that the rate represents a firm baseline in upcoming trade negotiations.

Lastly, smartphones and computers will be exempted from Trump’s reciprocal tariffs. The guidance also includes exclusions for other electronic devices and components, including semiconductors, solar cells, flat panel TV displays, flash drives, memory cards and solid-state drives used for storing data.

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📈 Stocks

S&P 500 5 363,36 (+1.81%)
DJIA 40 212,71 (+1.56%)
NASDAQ 16 724,46 (+2.06%)
BRENT CRUDE 64.76 (+2.26%)
* Prices as of Apr 13th, 12:20 AM UTC

April Market Turmoil Raises Fears of U.S. Financial Decline

The S&P 500 has fallen 5.4% since President Trump’s April 2, 2025, tariff announcement, with volatility reminiscent of 2008 and 1987.

The dollar hit a three-year low, and 10-year Treasury yields briefly topped 4.5%, up from 3.99% a week ago.

Experts warn that aggressive U.S. trade policies may be eroding confidence in American assets, with the dollar and Treasurys losing their safe-haven appeal.

“There’s a rotation out of the U.S.,” said BCA Research’s Marco Papic. Deutsche Bank’s George Saravelos noted a “rapid de-dollarization” trend.

Minneapolis Fed’s Neel Kashkari suggested investor preferences are shifting, as the dollar weakens despite tariff hikes.

BlackRock’s Larry Fink highlighted risks to U.S. brands abroad, while rising yields strain government spending.

Fears of tariff-driven inflation loom, potentially limiting Federal Reserve options, according to Bianco Research’s Jim Bianco.

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Cars going up?: Analysts are expecting to see a drop in vehicle sales in the millions, higher new and used vehicle prices, and increased costs of more than $100 billion for the industry.

Goldman Sachs assumes new vehicle net prices in the U.S. will rise by roughly $2,000 to $4,000 over the next six- to 12-month timeframe to better reflect tariff costs.

Also check: GM cutting jobs, idling Canadian electric van plant due to ‘market demand’. JPMorgan Chase CEO Jamie Dimon expects analysts to slash their S&P 500 earnings estimates for growth of 5% to become flat and then as much as negative 5% “probably the next month.”

💵 Personal Finance

2025 Hottest Neighborhoods

Redfin ranked U.S. ZIP codes in the 150 largest metro areas based on year-over-year growth in Redfin.com listing views and a Redfin Compete Score (0-100, with 100 being most competitive).

Data covers January 1 to February 28, 2025, compared to 2024. ZIP codes needed 50+ home sales and a Compete Score above 50 to qualify.

Midwest suburbs dominate, with five of the top 10 spots. “Buyers want city access with suburban charm,” says Redfin Chief Economist Daryl Fairweather. “The Midwest offers stable insurance costs, taxes, and housing markets, unlike the South, where costs are rising.”

Homes in the top 10 neighborhoods sell faster than last year, with six facing low inventory.

Top 10 Hottest Neighborhoods for 2025

  1. Prospect Heights/Clinton Hill, Brooklyn, NY 

    • Median sale: $1,397,000 (+3.9% YoY)

    • Home sales: +105% YoY

    • The area offers small-town charm near NYC’s job market, with brownstones, Brooklyn Museum, and Prospect Park.

  2. Jenison, MI 

    • Median sale: $356,500 (-0.2% YoY)

    • Affordable suburb near Grand Rapids and Lake Michigan.

  3. Campton Hills/St. Charles, IL

  4. Fairport, NY

  5. Polk Gulch/Russian Hill, CA

  6. Great Kills, Staten Island, NY

  7. Franklin, WI

  8. Prairie Village/Mission Hills, KS

  9. Lakeville, MN

  10. Bowie, MD

How Homeowners and Investors Can Use This Data

  • Homeowners: Check if your neighborhood is trending to gauge selling potential or equity growth. High-demand areas may signal faster sales or higher prices.

  • Investors: Target affordable, high-growth ZIP codes like Jenison for better returns. Competitive markets like Brooklyn may suit long-term investments due to strong demand. Always research local trends before acting.

💰 Be a Better Investor

"The key to money is to stay invested."

Suze Orman

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👩🏽‍⚖️ Legal Stuff
Nothing in this newsletter is financial advice. Always do your own research and think for yourself.