Well, here we have yet another week of April; this month has become a mock vacation for the majority of citizens, a disaster for a large number of businesses, a revelation of a row of economic problems. Not much has changed since last week. However, there is good news: outside is spring, and summer is coming. Judging by the Chinese experience, the quarantine will come to its end someday, and life will get back to normal.
January was a pretty “stormy” month for financial markets. Something was happening almost everywhere, for example, fires in Australia, a quick spread of a new coronavirus in China, the Brexit in the United Kingdom, a change of government in Russia. In theory, the first week of February should be pretty quiet for investors and traded assets, but no one knows what may happen.
The new week is unlikely to become something remarkable for capital markets, as long as no new drivers or catalysts are going to appear, but investors are not going to be bored either.
The beginning of December on the markets will be saturated with general economic and political events, but investors are still more hopeful about the news from the US and China than for other catalysts.
The end of September and the beginning of October are not going to be too stressful in terms of the news: planned events able to influence the key assets are rather few, while the macroeconomic statistics are abundant.