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Quantum Bridge Holdings, LLC
Week of Apr 13, 2026 – Apr 17, 2026

📅 Market Calendar — Apr 13–17, 2026

Author: QBH publicationsPublished:

A verified post-week market calendar: first-quarter earnings season accelerated with Wall Street banks, health care, semiconductors, streaming, and brokerage/platform names. Key reports included Goldman Sachs, JPMorgan Chase, Citi, Johnson & Johnson, Bank of America, Morgan Stanley, ASML, Netflix, TSMC, and Charles Schwab. Macro focus centered on March producer prices, import/export prices, industrial production, the Fed Beige Book, and the inflation signal coming from energy, shipping, and supply-chain pressure.

BMO = before open AMC = after close Regular 5-day NYSE week Updated May 18, 2026
View earnings calendar Macro catalysts QBH lens Global markets Policy & geopolitics
Updated: May 18, 2026 • Times ET unless noted • Post-week verification using issuer IR, BLS, Federal Reserve, TSMC/ASML IR, NYSE, and Reuters market coverage
Earnings Macro QBH Lens Global Policy & Geopolitics Corporate Actions Week in Focus Sources

Apr 13, 2026 – Apr 17, 2026

This was a regular Monday–Friday U.S. cash-equity week. The next NYSE full-market holiday after this period remained Memorial Day, Monday, May 25, 2026. The week’s setup was a transition from the first large bank earnings toward the heavier Apr. 20 and Apr. 27 earnings walls. The equity market was already trying to separate strong earnings power from inflation and oil-shock risk.

U.S. Market Hours
  • Mon–Fri: Regular NYSE cash trading, 9:30 a.m.–4:00 p.m. ET.
  • Next closure: Memorial Day, Monday, May 25, 2026.
Major Earnings by Day
Times shown in Eastern. This version uses verified post-release data where available.
BMO AMC Reported / call
Mon Apr 13 Tue Apr 14 Wed Apr 15 Thu Apr 16 Fri Apr 17
GS
Goldman Sachs Q1
BMO
Net revenues were $17.23B, net earnings were $5.63B, diluted EPS was $17.55, and annualized ROE was 19.8%.
WEEK
Bank earnings kickoff
Session
Focus moved to trading revenue, advisory/ECM activity, credit reserves, and deposit/NII durability after volatile first-quarter markets.
JPM
JPMorgan Chase Q1
8:30a call
Net income was $16.5B; managed revenue was $50.5B; markets revenue reached a record $11.6B, and IB fees rose 28%.
C
Citigroup Q1
11:00a call
Net income was $5.8B, EPS was $3.06, and revenues were $24.6B; capital return and transformation progress were key follow-through items.
JNJ
Johnson & Johnson Q1
BMO
Sales rose 9.9% to $24.1B; adjusted EPS was $2.70, and the company raised its 2026 sales and EPS outlook.
BAC
Bank of America Q1
8:30a call
Revenue, net of interest expense, was $30.3B; net income was $8.6B; diluted EPS was $1.11 and ROTCE was 16.0%.
MS
Morgan Stanley Q1
BMO
Record net revenues of $20.6B, EPS of $3.43, and ROTCE of 27.1%; Wealth Management net new assets were $118B.
ASML
ASML Q1
Reported
Total net sales were €8.8B, gross margin was 53.0%, and net income was €2.8B; 2026 net sales guidance was €36B–€40B.
TSM
TSMC Q1
Conference
Revenue was US$35.90B with 66.2% gross margin and 58.1% operating margin; Q2 revenue guidance was US$39.0B–US$40.2B.
SCHW
Charles Schwab Q1
Reported
Net income was $2.5B and EPS was $1.37; adjusted EPS was $1.43 and core net new assets were $140B.
NFLX
Netflix Q1
1:01p PT
Revenue grew 16% to about $12.25B; operating income was $4.0B and diluted EPS was $1.23.
WEEK
Risk-on handoff
Close
The market headed into the next week with earnings expectations rising after large-bank, semiconductor, and streaming results, while oil and inflation remained the macro overhang.
NEXT
Apr. 20 setup
Forward
Tesla, IBM, Texas Instruments, GE Aerospace, 3M, Halliburton, AT&T, Intel, and P&G were the next major earnings checks.

Highlighted names are selected for market relevance and verified from issuer IR pages, SEC exhibits, official releases, or company financial calendars. This is not a complete earnings calendar.

Macro Catalysts — PPI, Import Prices, Industrial Production, and Beige Book

+0.7%
March PPI MoM
+0.8%
March import prices MoM
-0.5%
March industrial production
Apr 15
Fed Beige Book

The macro week kept inflation and activity in tension. March CPI had already shocked markets the prior Friday, and the following week added producer-price pressure, import/export price pressure, a Fed Beige Book showing war-related uncertainty, and a soft March industrial-production print. That mix helped explain why strong bank and chip results did not fully erase macro caution.

Key Macro Diary
Times shown in Eastern. Actual results are included where available; revised/current values are used where official data were later updated.
Data Fed / rates Market-sensitive
Mon Apr 13 Tue Apr 14 Wed Apr 15 Thu Apr 16 Fri Apr 17
CPI
March CPI overhang
Prior Fri
March CPI had been released Apr. 10; all-items CPI rose 3.3% over 12 months, with energy pressure carrying into the week.
PPI
Producer Price Index — March
8:30a
Current/revised BLS data show final-demand PPI advanced 0.7% in March; BLS later noted producer prices increased 4.0% over the year ended March.
MXP
Import / Export Prices — March
8:30a
Import prices rose 0.8% in March and 2.1% over the year; export prices rose 1.6% in March and 5.6% over the year.
FED
Beige Book
2:00p
The April Beige Book summarized conditions through Apr. 6 and highlighted modest growth but broad uncertainty tied to energy, pricing, and war-related risk.
IP
Industrial Production — March
9:15a
Industrial production fell 0.5% in March; manufacturing edged down, mining fell, and utility output declined as the activity signal cooled.
CLAIMS
Initial Jobless Claims
8:30a
Weekly claims remained a rates-sensitive labor check, especially after the prior CPI shock and ahead of the next payroll cycle.
OIL
Oil / supply-chain risk
Session
Markets continued to price Middle East energy disruption through fuel, freight, import prices, margins, and Fed expectations.

Official and high-quality sources used: BLS CPI/PPI/import-export price releases, Federal Reserve Industrial Production schedule and releases, Federal Reserve Beige Book, NYSE hours, issuer IR, and Reuters market coverage.

QBH Lens — How We’re Framing the Week

  • Best read-through: Banks and semiconductors both showed real earnings power. Financials benefited from market volatility and deal activity; ASML and TSMC showed AI-related chip demand remained strong.
  • Macro warning: PPI/import-price data and the Beige Book kept the inflation transmission story alive. Energy, freight, and supply-chain uncertainty mattered more than one isolated release.
  • Execution note: This was a setup week. The market had enough earnings strength to stay constructive, but the bigger tests were still ahead: Tesla/IBM/TI/Intel/P&G the next week, then Big Tech and the Fed the week after.

🌍 Global Markets — Banks and Chips Helped, Oil Still Haunted the Tape

Global markets were supported by strong early earnings and optimism that AI infrastructure demand remained durable. At the same time, the March CPI shock, producer/import price pressure, and the Beige Book’s war-related uncertainty kept the oil-to-inflation transmission channel front and center.

Rates & FX
  • Treasuries: Inflation-sensitive data made rate expectations more reactive to oil headlines and producer/import costs.
  • Dollar: A firm dollar can tighten financial conditions for multinationals; a weaker dollar can amplify commodity-price pressure and import-cost concerns.
Banks, Chips & Streaming
  • Banks: Record or very strong trading revenue showed how volatility can be profitable for the largest financial institutions.
  • Semis: ASML and TSMC reinforced the structural AI-supply-chain thesis before the following week’s U.S. chip reports.
  • Streaming: Netflix showed revenue and operating-income growth, but valuation sensitivity stayed high in a record-market environment.

Politics, Policy & Geopolitics — Apr 13–17, 2026

Energy and war uncertainty were the hidden macro policy story

The week’s policy/geopolitical risk did not sit in one headline. It ran through fuel prices, freight, import costs, producer prices, bank-trading volatility, and management commentary. That made the market unusually sensitive to whether higher oil would become a one-month shock or a broader inflation regime.

Inflation channel
  • March CPI remained the week’s overhang after the Apr. 10 release.
  • March PPI and import/export prices extended the cost-pressure narrative.
  • The Beige Book highlighted uncertainty across businesses and districts.
Earnings channel
  • Big banks monetized volatility through trading and markets activity.
  • Semicap/foundry names confirmed AI hardware demand.
  • Consumer and health care reports stayed important for margin/pass-through checks.

Why it mattered

This week established the conditions for the rest of April: investors could reward strong earnings, but only if inflation and oil did not push the discount-rate story against them. That is why chip and bank earnings mattered, but so did every fuel, freight, and supplier-pricing comment.

  • Consumers: Higher gasoline and imported goods costs threatened discretionary spending.
  • Corporates: Pricing power and expense discipline became central to guidance quality.
  • Markets: Earnings strength was bullish, but not strong enough to ignore rates and inflation.

Corporate Actions & Flows — Positioning Notes for This Week

  • Monday: Goldman Sachs started the week with a strong trading/investment-banking signal.
  • Tuesday: JPMorgan, Citi, and J&J gave the market its first large-cap quality read across finance and health care.
  • Wednesday: Bank of America, Morgan Stanley, and ASML added deposit/NII, wealth flows, and AI-equipment supply-chain context.
  • Thursday: TSMC, Schwab, and Netflix broadened the tape into semiconductors, retail brokerage/asset gathering, and streaming/media.
  • Friday: The market shifted from first-wave earnings into the heavier Apr. 20 earnings calendar and the next macro inflation checks.

Week in Focus — First Earnings Wave Looked Strong, But Inflation Stayed in the Room

  • The earnings message: Banks, TSMC, ASML, Netflix, and Schwab showed that activity and AI demand remained strong despite macro uncertainty.
  • The macro message: Producer/import prices and the Beige Book kept the energy/inflation story alive after the prior Friday’s CPI shock.
  • The market message: Investors were willing to reward earnings strength, but leadership stayed selective because rates, oil, and margin pass-through risk still mattered.
  • The next setup: The following week brought Tesla, IBM, TI, Lam Research, Intel, GE Aerospace, 3M, Halliburton, AT&T, Lockheed Martin, and P&G.

Sources Used to Verify This Page

Sources

  1. NYSE hours & holidays(nyse.com)
  2. Goldman Sachs IR(goldmansachs.com)
  3. JPMorgan Chase IR(jpmorganchaseco.gcs-web.com)
  4. JPMorgan Q1 release PDF(jpmorganchase.com)
  5. Citigroup Q1 release(citigroup.com)
  6. Bank of America newsroom(newsroom.bankofamerica.com)
  7. Bank of America IR(investor.bankofamerica.com)
  8. Morgan Stanley press release(morganstanley.com)
  9. Morgan Stanley Q1 PDF(morganstanley.com)
  10. Johnson & Johnson IR(investor.jnj.com)
  11. ASML press release(asml.com)
  12. TSMC Q1 results(investor.tsmc.com)
  13. Netflix IR event notice(ir.netflix.net)
  14. Netflix Q1 shareholder letter(s22.q4cdn.com)
  15. Charles Schwab press release(pressroom.aboutschwab.com)
  16. BLS March CPI archive(bls.gov)
  17. BLS PPI summary(bls.gov)
  18. BLS Producer Price Index TED archive(bls.gov)
  19. BLS import/export price archive(bls.gov)
  20. BLS import/export TED(bls.gov)
  21. Federal Reserve Beige Book(federalreserve.gov)
  22. Federal Reserve G.17 schedule(federalreserve.gov)
  23. ABA Banking Journal IP recap(bankingjournal.aba.com)
  24. Reuters week-ahead recap(reuters.com)