What to Watch in the Day Ahead - Tuesday, April 14

Albertsons Companies

13/04/2026 19:31

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JPMorgan Chase is expected to report a rise in first-quarter profit, helped by higher fees from advising clients on deals and gains at its trading desks. Analyst and investor focus will be on CEO Jamie Dimon's comments on the health of the economy, the impact of the war in the Middle East and turmoil in the private credit sector. Meanwhile, Wells Fargo is expected to report higher profit for the first quarter. Investors will parse management commentary on the state of the economy, its exposure to non-bank lenders and updates on the bank's growth strategy following the removal of its asset cap. Furthermore, Citigroup is expected to join rivals in posting higher first-quarter profits, with analysts and investors focused on CEO Jane Fraser's commentary on resolving the lender's longstanding regulatory issues and its growth strategy after closing out a years-long restructuring to simplify its operations.

On the U.S. economic calendar, the Bureau of Labor Statistics is expected to publish March Producer Price Index data. PPI for final demand is forecast to have risen 1.1% month on month, following a 0.7% increase in February. On a year-on-year basis, PPI is expected to increase 4.6%, up from 3.4% previously. Core PPI is seen rising 0.5% in March, following a similar gain in the previous month. Annually, core PPI is expected to rise by 4.1%, with the previous reading indicating a 3.9% gain.

BlackRock is expected to report a rise in first-quarter profit, bolstered by inflows into its exchange-traded funds and lower-cost index products. Investors will closely monitor the world's largest asset manager for its commentary on the macroeconomic outlook and any remarks regarding jitters in the private credit market.

Johnson & Johnson is set to report first-quarter results. Investors will be watching sales of its cancer drug Darzalex and psoriasis treatment Tremfya, the pace of erosion at former blockbuster Stelara as biosimilar competition intensifies, and any commentary on tariffs, its U.S. drug pricing deal and potential changes to annual forecasts.

Albertsons is expected to post a decline in fourth-quarter revenue, hurt by weak demand for its items, as consumers cut back on discretionary purchases amid rising economic uncertainty. Investors will look out for comments on the impact of unpredictable trade policies on demand, impact of input costs as well as annual forecasts.

Federal Reserve Board Governor Michael Barr is expected to deliver opening remarks at the "Strengthening America's Economy Through Rural Investment: A Working Forum" hosted by the Federal Reserve Board of Governors. (1245/1645) Later in the day, Barr is set to moderate a fireside chat with Boston Fed President Susan Collins, Richmond Fed President Thomas Barkin, and Philadelphia Fed President Anna Paulson. (1300/1700) Meanwhile, Chicago Fed President Austan Goolsbee is slated to participate in a panel at the Semafor World Economy 2026 conference. (1210/1610)

In Latin America, Brazil's statistics agency IBGE will publish February services activity data, wherein, on a monthly basis, the service sector is estimated to have seen a growth of 0.5% following the 0.3% gain in January. On an annual basis, the service sector likely grew by 1.7% after having risen 3.3% previously. Later that day, Argentina's INDEC is expected to release March consumer inflation figures. Month-on-month figures for CPI are expected to rise by 3% in March, while on an annual basis, CPI likely rose by 32.2%.

(Compiled by Kushal Varma J V; Edited by Vijay Kishore)