The military conflict in the Middle East will leave scars on the global economy that will not heal for a long time. The IMF warns that its economic forecast is "drifting" towards a more unfavorable scenario. Investors are forced to revise their strategies once again.

The outlook for the global economy is deteriorating. Opinions of investors and analysts

Tesla, Inc.

Unilever PLC

McCormick & Company, Incorporated

US President Donald Trump said that the war with Iran is <a href="https://oninvest.com/article/tramp-ne-skazal-kogda-zakoncitsa-vojna-v-irane-ekonomika-uze-nastroilas-na-krizis">close to being over</a>, but promised new strikes against the country in the next two to three weeks. He also shifted the responsibility for unblocking the Strait of Hormuz to other countries. SpaceX is preparing the largest IPO in history, counting on a valuation of over $2 trillion. Job growth in the U.S. in March almost three times exceeded analysts' expectations, but there are also some worrying signals in the statistics. You can read about the main events from March 30 to April 3 in our review.

SpaceX IPO, oil at its highest since 2008, unexpectedly strong US job growth - top stories of the week

These are the conclusions reached by the Organization for Economic Cooperation and Development

War will trigger the biggest inflation spike in the U.S. among the G7 countries

Palo Alto Networks, Inc.

Cadence Design Systems, Inc.

Celanese Corporation

Similarweb Ltd.

Caesars Entertainment, Inc.

Danaher Corporation

Masimo Corporation

ZIM Integrated Shipping Services Ltd.

Norwegian Cruise Line Holdings Ltd.

General Mills, Inc.

Vulcan Materials Company

Apple Inc.

NVIDIA Corporation

Amazon.com, Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: focus on the Fed's Minutes

The U.S. economy is on a K-shaped trajectory. Growth is being fueled by the spending of affluent consumers, who are getting richer and richer thanks to a rebound in capital markets. And the poor are getting richer and having to cut back on their spending. It's like a tower of jenga blocks, where many of the blocks at the bottom have been removed, and the upper blocks - the last pillar of the economy - could be hit by a stock market downturn.

The Fragile Tower: Why 2026 could be a pivotal year for the K-shaped U.S. economy 

Ramaco Resources, Inc.

Organogenesis Holdings Inc.

UiPath, Inc.

Sable Offshore Corp.

ServiceNow, Inc.

Asana, Inc.

Viking Therapeutics, Inc.

Novo Nordisk A/S

New York morning: shortened trading on Christmas Eve will go quietly

Despite the growth of the U.S. economy, market participants continue to bet on the weakening of the U.S. currency

The dollar is approaching its worst year since 2017. Why is the market betting against it?

The delayed data released shows that the US economy experienced solid growth in the third quarter of 2025. Such results were achieved at the expense of consumer spending and business investment. However, since then, Reuters <a href="https://www.reuters.com/world/us/us-economic-growth-likely-remained-strong-third-quarter-2025-12-23/">points out</a>, the growth rate has likely slowed - amid the recent U.S. government shutdown and the rising cost of living.

U.S. economic growth in the third quarter exceeded expectations. What will happen next?

They are related to AI and the threat to the Fed's independence, among other things 

Apollo named the top five macroeconomic and market risks in 2026

The year 2025 abruptly reversed the dynamics of the currency market: the dollar's exchange rate against the currencies of major U.S. trading partners, which had risen by 40% between 2010 and 2024, fell sharply. The first half of the year was marked by the strongest dollar <a href="https://www.morganstanley.com/insights/articles/us-dollar-declines">depreciation</a> in half a century, down 11% since 1973. In the following months, the nominal effective exchange rate <a href="https://fred.stlouisfed.org/graph/?g=1NxFg">recovered</a> about a quarter of the decline, while the real exchange rate <a href="https://fred.stlouisfed.org/series/RBUSBIS">remained</a> roughly flat at the end of the first half of the year.

The dollar under Trump has suffered its strongest decline in half a century. This may not be the end 

The increase in the forecast is attributed to Trump's duties and the weak dollar, but the effect will not last long

The IMF has improved its forecast for global GDP. Why did it warn of a "bleak outlook"?

Wells Fargo & Company

Citigroup Inc.

The Goldman Sachs Group, Inc.

JPMorgan CEO warned that uncertainty in markets remains high

USA Economy