Investment Review №343. The return of the bulls

09.04.2026 — 6824

• 2026/ February U.S. data signaled cooling consumer momentum, with Personal Income down 0.1% MoM and Services Spending growth slowing to 0.3% MoM

 

10.04.2026 — 6816

• U.S. March CPI accelerated to 0.87% MoM (3.3% YoY), driven mainly by a 10.9% MoM jump in fuel prices, while core inflation remained subdued at 0.2% MoM (2.6% YoY)

 

15.04.2026 — 7022

• The Fed’s April Beige Book reported weak-to-moderate economic growth and heightened uncertainty that is complicating hiring and investment decisions
• Bank of America posted stronger-than-expected 1Q26 results, with net income up 17% YoY to $8.58bn and revenue adding 7% on higher net interest income and solid trading performance

 

16.04.2026 — 7041

• TSMC raised its 2026 outlook and increased CapEx, signaling that AI-driven chip demand remains robust; management said demand for AI infrastructure continues to outpace supply.
• Netflix delivered better-than-expected 1Q26 results—revenue rose 16% YoY to $12.25bn and EPS nearly doubled to $1.23—but shares fell on disappointing Q2 guidance