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On April 13th, according to CCTV Finance, this week marks the official start of the earnings season for the first quarter of 2026 in the U.S. stock market, with major American banks being the first to disclose their performance. According to Bloomberg's forecast data, despite the severe fluctuations in the global economic landscape, the profitability resilience of major U.S. financial institutions remains prominent. The five major Wall Street investment banks—Goldman Sachs, Morgan Stanley, Bank of America, Citigroup, and JPMorgan Chase—are expected to report a total trading revenue of $18 billion for the first quarter, representing a year-on-year increase of approximately 14%, potentially setting a historical high.
Analysts believe that the strengthening of investment bank trading operations is mainly due to the increased activity in market trading: on one hand, the turmoil in the Middle East has triggered fluctuations in global capital markets, leading to a significant increase in investors' risk-averse operations and position adjustments; on the other hand, the market's expectations for the AI industry transformation continue to heat up, with active institutional rebalancing behavior, collectively driving the growth of bank trading revenues.
In terms of economic data, investors will focus on the release of the U.S. Producer Price Index (PPI) report for March this week. Influenced by the surge in energy prices since the conflict, the U.S. Consumer Price Index (CPI) for March, released last week, rebounded significantly, and the market generally expects the U.S. March PPI to also show a trend of moderate inflation recovery.
From this Monday to Saturday, the 2026 Spring Meetings of the International Monetary Fund (IMF) and the World Bank will be held in Washington, D.C. During the meetings, the IMF is expected to release the World Economic Outlook report, discussing topics such as global economic recovery, debt sustainability, and digital currency regulation. Last weekend, IMF President Kristalina Georgieva stated that due to the ongoing conflict in the Middle East, the IMF will lower its global economic growth forecast for 2026, with the extent of the downgrade depending on two factors: the duration of the conflict and the speed at which production returns to pre-conflict levels

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The International Monetary Fund (IMF) is expected to lower its global economic growth forecast for 2026 due to the impact of ongoing conflicts in the Middle East. The five largest banks in the United States (Goldman Sachs, Morgan Stanley, Bank of America, Citigroup, and JPMorgan Chase) will release their financial reports this week, with first-quarter trading revenue expected to reach $18 billion, a year-on-year increase of approximately 14%. Market expectations for the AI industry and fluctuations in the situation in the Middle East have driven the growth in trading revenue. Investors will also pay attention to the release of the U.S. Producer Price Index (PPI) for March

- The first quarter earnings season for U.S. stocks is set to begin this week, led by major banks that will report their results.  
- Major investment banks, including Goldman Sachs, Morgan Stanley, Bank of America, Citigroup, and JPMorgan, are expected to record a total trading revenue of $18 billion, a 14% increase year-on-year, driven by heightened market activity and geopolitical tensions.  
- Investors will also focus on the U.S. Producer Price Index (PPI) report amid rising energy prices and anticipate a moderate rebound in inflation following the previous Consumer Price Index (CPI) report.

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The IMF will lower its global economic growth forecast for 2026, and the trading revenue of the five major U.S. banks may hit a record high