US CPI MOM ACTUAL -0.1% (FORECAST 0.1%, PREVIOUS 0.2%)

US CPI YOY ACTUAL 2.4% (FORECAST 2.5%, PREVIOUS 2.8%)

US CORE CPI YOY ACTUAL 2.8% (FORECAST 3%, PREVIOUS 3.1%)

US CORE CPI MOM ACTUAL 0.1% (FORECAST 0.3%, PREVIOUS 0.2%)

US INITIAL JOBLESS CLAIMS ACTUAL 223K (FORECAST 223K, PREVIOUS 219K)

US CONTINUED JOBLESS CLAIMS ACTUAL 1.850M (FORECAST 1.884M, PREVIOUS 1.903M)

*Atlanta Fed Barkin doesn’t see the impact of tariffs showing up until June as firms first run down existing inventories.

*Amazon CEO on Tariffs: We have done some strategic forward inventory buys; Thinks sellers will pass cost on to customers.

*Apple chartered cargo flights to ferry 600 tons of iPhones/1.5M iphones to US from India to beat tariffs.

US TARIFFS ON CHINA NOW AT LEAST 145% AFTER LATEST HIKE

NASDAQ 100 SELLOFF DEEPENS TO 6.3%; S&P 500 FALLS 5.5%

TRUMP THREATENS ADDITIONAL TARIFFS, SANCTIONS ON MEXICO OVER WATER RIGHTS

CHINA TO INCREASE TARIFFS ON US GOODS TO 125% FROM 84% EFFECTIVE APRIL 12

CHINA: WILL IGNORE US IF IT KEEPS IMPOSING TARIFFS FURTHER (Earlier Trump said "I Can't Imagine Further Increase of Tariffs on China")

*CHINA: IT NO LONGER MAKES ECONOMIC SENSE IF US IMPOSES MORE TARIFFS; IF US INSISTS ON CONTINUING TO SUBSTANTIALLY INFRINGE UPON CHINA'S RIGHTS, INTERESTS, CHINA WILL RESOLUTELY COUNTERATTACK AND FIGHT TO THE END

The Week Ahead | @infinityhedge

Mon/14:
•Trump to provide details on Semiconductor tariffs
•Saylor expected to announce BTC purchase
•FTC vs Meta Trial: It could force meta to unwind its acquisition of WhatsApp & Instagram
•Katy Perry & five other women incl. Bezos's fiancée are set to blast into space on Blue Origin rocket at 14:30 BST

Tue/15: Tax Day

Wed/16:
•Fed Chair Powell Speaks at 13:30 ET
•WTO to release global trade forecasts

Fri/18: Good Friday: markets closed

Sat/19: Protests against Trump and his policies all over the U.S.

WHOLE WEEK:
•Trump Tariffs, More Details
•Bank Earnings
•OpenAI‘s Announcement Week: New Models, Might Open Source some Model

Reads and charts are in group

Earlier Today:
TRUMP: MARKETS VERY STRONG ONCE THEY GOT USED TO TARIFFS

TRUMP: NVIDIA'S ANNOUNCEMENT TO MANUFACTURE AMERICAN MADE AI SUPERCOMPUTERS IN US FOR FIRST TIME CAME BECAUSE OF THE ELECTION AND TARIFFS

TRUMP ON EXEMPTIONS: LOOKING AT HELPING CAR COMPANIES WITH TARIFFS, COMPANIES NEED A LITTLE BIT OF TIME; I'M A VERY FLEXIBLE PERSON. I DON'T CHANGE MY MIND, BUT I'M FLEXIBLE

TRUMP: CHINA, VIETNAM MEETING TO FIGURE OUT HOW TO HURT US

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*US STARTS CHIPS, PHARMA PROBE AHEAD OF PLEDGED TRUMP TARIFFS
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Latest:
BESSENT: TARIFFS ON CHINA ARE 'FAR FROM A JOKE'; TARIFFS ON CHINA ARE BIG NUMBERS, NO ONE THINKS THEY'RE SUSTAINABLE AND WANTS THEM TO REMAIN

US TREASURY SECRETARY BESSENT: THINKING ABOUT SUCCESSOR FOR FED'S POWELL, WILL START INTERVIEWING CANDIDATES IN THE FALL

BESSENT: THE VIX SPIKED, AND HAS LIKELY PEAKED

US TO IMPOSE 21% DUTY ON MEXICO TOMATOES STARTING JULY 14

CHINA ORDERS HALT TO BOEING JET DELIVERIES AS TRADE WAR EXPANDS

BINANCE CRYPTO EXCHANGE DOWN DUE TO A TEMPORARY NETWORK INTERRUPTION IN THE AWS DATA CENTER

BINANCE: TO KEEP SAFE WE SUSPEND THE WITHDRAW SERVICE

MEXC EXCHANGE DOWN
KUCOIN EXCHANGE DOWN
RABBY WALLET DOWN

UPDATE: BINANCE: ALL SERVICES ARE STARTING TO RECOVER AND RESUME. WITHDRAWALS HAVE ALSO REOPENED

EU EXPECTS US TARIFFS TO REMAIN AS TALKS MAKE LITTLE PROGRESS

WHITE HOUSE: BALL IS IN CHINA'S COURT; CHINA NEEDS TO MAKE A DEAL WITH US; WE DON'T HAVE TO MAKE A DEAL WITH THEM

WH: "There’s no difference between China and any other country except they are much larger, and China wants what we have, what every country wants, what we have — the American consumer — or to put another way, they need our money"

GOLD HITS RECORD HIGH, RISES TO $3,300

POWELL: ECONOMIC IMPACT OF TARIFFS LIKELY LARGER THAN EXPECTED

POWELL: INFLATIONARY EFFECTS OF TARIFFS MAY BE MORE PERSISTENT

POWELL: MAY FIND OURSELVES IN SCENARIO WITH MANDATES IN TENSION

POWELL: WELL POSITIONED TO WAIT FOR MORE CLARITY FOR TIME BEING

POWELL: CAN’T HAVE STRONG LABOR MARKET WITHOUT PRICE STABILITY

POWELL: EFFECTS OF POLICY WILL LIKELY MOVE THE FED AWAY FROM ITS GOALS

POWELL: WILL BE MOVING AWAY FROM GOALS FOR THE BALANCE OF THIS YEAR, PERHAPS CAN RESUME NEXT YEAR

POWELL: TARIFFS LARGER THAN WE EXPECTED EVEN IN OUR UPSIDE CASE

CHINA PIVOTS FROM US TO CANADA FOR MORE OIL AMID TRADE WAR

Q: Is there a Fed put for the stock market?

Powell: "I'm going to say no, with an explanation..."

POWELL: THE TARIFF SHOCK PUSHES TOWARD HIGHER UNEMPLOYMENT, HIGHER INLFATION

POWELL: COULD WELL BE IN SITUATION WHERE NEED TO MAKE A DIFFICULT DECISION

POWELL: IT WILL BE A DIFFICULT JUDGEMENT IF THE FED'S MANDATES DO COME INTO CONFLICT

POWELL: IF RISKS WERE STRUCTURALLY HIGHER, THAT WOULD MAKE US LESS ATTRACTIVE

POWELL: RESERVES ARE STILL ABUNDANT; NOT CLOSE TO THE POINT WHERE THE FED WOULD STOP BALANCE SHEET RUNOFF ALTOGETHER

POWELL: THE SLOWER THE FED GOES THE SMALLER THE BALANCE SHEET CAN GET WITHOUT DISRUPTION

POWELL: THE FED IS NOT GOING TO BE INFLUENCED BY POLITICAL PRESSURE

*S&P 500 EXTENDS DECLINE TO 2.5%, NASDAQ 100 DOWN 3.5%

TRUMP: POWELL’S TERMINATION CANNOT COME FAST ENOUGH!

TRUMP: FED SHOULD HAVE LOWERED INTEREST RATES LONG AGO; POWELL IS ALWAYS TOO LATE AND WRONG

TRUMP: NO RUSH TO ANNOUNCE TRADE DEAL

TRUMP: WILL END UP WITH SUBSTANTIAL NUMBER FOR BASELINE TARIFF

TRUMP: WE WILL HAVE A DEAL WITH CHINA

TRUMP: WILL MAKE GOOD DEAL WITH CHINA

TRUMP: WE'LL HAVE VERY LITTLE PROBLEM MAKING DEAL WITH EUROPE

TRUMP ON POWELL: IF I WANT HIM OUT, HE'LL BE OUT OF THERE REAL FAST, BELIEVE ME

TRUMP: IF COUNTRIES DON'T WANT TO MAKE A DEAL, WE'LL MAKE IT FOR THEM; WE SET THE DEAL

TRUMP, ASKED IF HIS MIND WAS CHANGED ON TARIFFS: NO

*TRUMP HAS PRIVATELY DISCUSSED FIRING FED CHAIR POWELL: WSJ

*TRUMP HAS SPOKEN WITH KEVIN WARSH, A FORMER FED GOVERNOR, ABOUT POTENTIALLY FIRING POWELL BEFORE HIS TERM ENDS AND POSSIBLY SELECTING WARSH TO BE HIS REPLACEMENT

*WARSH HAS ADVISED TRUMP AGAINST FIRING POWELL AND HAS ARGUED THAT HE SHOULD LET THE FED CHAIR COMPLETE HIS TERM WITHOUT INTERFERENCE