Week Ahead: April 27-May 1, 2026 - The Fed-Hyperscaler Collision

Category: Weekly Preview · Date: 2026-04-26

FOMC Apr 28-29, Apr 30 GDP/PCE/ECI, and the Apr 29 hyperscaler wall collide with WTI at a $94.40 Friday settlement, Brent at $105.33, and HY OAS still tight. SPX 7,165 ATH, Nasdaq 24,837, Intel +23.6% broadens the AI-infrastructure read-through. Watch Powell oil pass-through language, Warsh succession optics, Michigan inflation expectations, mega-cap AI reports, Apr 30 data composition, product draws, and HY OAS 3.25%. Corrects April payrolls to May 8 and construction spending to May 7.

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