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Trump to launch trade investigation, another tariff war on the way?
富途资讯
joined discussion · Feb 27 19:34

Essential for US stock investors! A preview of major events in March, with these key dates that could impact market movements highlighted

In February, the three major US stock indexes experienced volatile movements, with $Dow Jones Industrial Average (.DJI.US)$ a pullback after breaking through the historic high of 50,000 points during the month, $Nasdaq Composite Index (.IXIC.US)$ 、 $S&P 500 Index (.SPX.US)$ followed by a slight rebound in the second half of the month. During this period, market risk appetite was affected by Trump's tariff ruling and escalating tensions in the Middle East, while the acceleration of AI competition unfolded, and strong US economic resilience led to a decline in rate cut expectations.
In February, the three major U.S. stock indexes fluctuated, with $Dow Jones Industrial Average (.DJI.US)$ a retreat after breaking through the historic high of 50,000 points during the month, $Nasdaq Composite Index (.IXIC.US)$ 、 $S&P 500 Index (.SPX.US)$ followed by a slight rebound in the second half of the month. During this period, Trump's tariff ruling and escalating tensions in the Middle East disrupted market risk appetite, while the acceleration of AI competition unfolded. The resilience of the U.S. economy led to a pullback in rate cut expectations. Looking ahead to March, investors will be greeted by the Federal Reserve’s interest rate decision, NVIDIA's CTC conference, Broadcom/Micron Technology earnings reports, as well as a series of key economic data; at the end of the month, White House officials announced that U.S. President Trump plans to visit China. After the U.S. stock market closes on March 4 Eastern Time (March 5 Beijing time), semiconductor giant $Broadcom (AVGO.US)$ will release its latest earnings results. Starting from March 8, North America will begin daylight saving time,US stock trading hours and economic data release times will move up by one hour compared to the winter schedule. From March 15th to 19th, the 51st Optical Fiber Communication Conference and Exhibition (OFC) will be held at the Los Angeles Convention Center in California, USA. OFC is the 'annual Super Bowl' for the global optical communications industry. Many of the year’s technology roadmap disputes, product launches, and business partnerships are set here. Overall, OFC 2026 will focus on CPO (Co-Packaged Optics) as the core theme, with a comprehensive...
Looking ahead to March, investors will facethe Federal Reserve's interest rate decision, NVIDIA's CTC conference, Broadcom/Micron Technology earnings reports, and a series of key economic data;at the end of the month,White House officials said President Trump plans to visit China.
In February, the three major U.S. stock indexes fluctuated, with $Dow Jones Industrial Average (.DJI.US)$ a retreat after breaking through the historic high of 50,000 points during the month, $Nasdaq Composite Index (.IXIC.US)$ 、 $S&P 500 Index (.SPX.US)$ followed by a slight rebound in the second half of the month. During this period, Trump's tariff ruling and escalating tensions in the Middle East disrupted market risk appetite, while the acceleration of AI competition unfolded. The resilience of the U.S. economy led to a pullback in rate cut expectations. Looking ahead to March, investors will be greeted by the Federal Reserve’s interest rate decision, NVIDIA's CTC conference, Broadcom/Micron Technology earnings reports, as well as a series of key economic data; at the end of the month, White House officials announced that U.S. President Trump plans to visit China. After the U.S. stock market closes on March 4 Eastern Time (March 5 Beijing time), semiconductor giant $Broadcom (AVGO.US)$ will release its latest earnings results. Starting from March 8, North America will begin daylight saving time,US stock trading hours and economic data release times will move up by one hour compared to the winter schedule. From March 15th to 19th, the 51st Optical Fiber Communication Conference and Exhibition (OFC) will be held at the Los Angeles Convention Center in California, USA. OFC is the 'annual Super Bowl' for the global optical communications industry. Many of the year’s technology roadmap disputes, product launches, and business partnerships are set here. Overall, OFC 2026 will focus on CPO (Co-Packaged Optics) as the core theme, with a comprehensive...
After the US stock market closes on March 4 Eastern Time (March 5 Beijing Time), the semiconductor giant $Broadcom (AVGO.US)$ will release its latest earnings.
Starting from March 8, daylight saving time will be implemented in North America,and US stock trading hours and economic data announcement times will be one hour earlier than during standard time.
From March 15 to 19, the 51st Optical Fiber Communication Conference and Exhibition (OFC) will be held at the Los Angeles Convention Center in California, USA.
OFC is the 'annual Super Bowl' of the global optical communications industry. Many of the yearly technology roadmap competitions, product launches, and business collaborations are often set here. Overall, OFC 2026 will focus on CPO (co-packaged optics) as the core theme and comprehensively cover key advancements across the optical communications industry chain: focusing on the mass production schedule of 3.2T optical modules and the penetration of OCS architecture; closely tracking the capacity expansion of 200G EML/400mw CW lasers, and breakthroughs in cutting-edge technologies such as micro-ring modulators, thin-film lithium niobate, and silicon photonics heterogeneous bonding.
– From March 16 to 19, $NVIDIA (NVDA.US)$the GTC conference will be held in the United States;At 2:00 AM on March 17,CEO Jensen Huang will deliver a speech.
Jensen Huang previously hinted that an all-new chip product, described as 'something the world has never seen before,' will be unveiled at this year's GTC conference. Market analysts believe the new release may involve derivatives of the Rubin series or the more revolutionary Feynman architecture chips, with expectations that the Feynman architecture will offer deep optimization for inference scenarios.
Further Reading:Focus on March! NVIDIA’s GTC & OFC – two major tech events are approaching. Where are the opportunities in the optical communications sector? Check out this forward-looking strategy guide.
- On March 18 (US Eastern Time) after the US stock market closes (Beijing time, March 19), the storage giant $Micron Technology (MU.US)$ will announce its latest earnings results.
- At 2:00 AM on March 19,the Federal Reserve will announce its March interest rate decision;half an hour later,Powell will hold a press conference on monetary policy.
According to the latest data from CME’s 'FedWatch' tool, the marketexpects a roughly 96.4% probability that the Fed will keep interest rates unchanged at the March meeting.The probability of a 25 basis point rate cut has dropped to 3.6%. Market expectations for a rate cut starting in March have largely disappeared.
The latest meeting minutes from the Federal Reserve show that several officials believe that a new round of easing should not be rushed until the downward trend in inflation has fully stabilized. Federal Reserve Governor Christopher Waller stated that the March interest rate decision is directly linked to February's non-farm payroll data. If the February employment data shows that the US labor market has 'shifted to a more solid state' following its weak performance in 2025, he would be open to maintaining unchanged rates at the Fed's March meeting.
- From March 31 to April 2, according to a White House official cited by Reuters,Trump is planning to visit China.
Chinese Foreign Ministry spokesperson Mao Ning said at a recent regular press conference that both China and the US are maintaining communication regarding President Trump's visit to China, but the specific itinerary has yet to be confirmed.
In addition, there is a series of significant economic data in March.US February non-farm payroll data, 'small non-farm' ADP employment numbers, CPI, monthly retail sales, and PCE data will be released successively.Investors are advised to stay tuned.
Stay ahead with key financial events and discover investment opportunities early! Open Futubull > Market > US Stocks >Economic Calendar/Selected macroeconomic data, seize the investment opportunity!
In February, the three major U.S. stock indexes fluctuated, with $Dow Jones Industrial Average (.DJI.US)$ a retreat after breaking through the historic high of 50,000 points during the month, $Nasdaq Composite Index (.IXIC.US)$ 、 $S&P 500 Index (.SPX.US)$ followed by a slight rebound in the second half of the month. During this period, Trump's tariff ruling and escalating tensions in the Middle East disrupted market risk appetite, while the acceleration of AI competition unfolded. The resilience of the U.S. economy led to a pullback in rate cut expectations. Looking ahead to March, investors will be greeted by the Federal Reserve’s interest rate decision, NVIDIA's CTC conference, Broadcom/Micron Technology earnings reports, as well as a series of key economic data; at the end of the month, White House officials announced that U.S. President Trump plans to visit China. After the U.S. stock market closes on March 4 Eastern Time (March 5 Beijing time), semiconductor giant $Broadcom (AVGO.US)$ will release its latest earnings results. Starting from March 8, North America will begin daylight saving time,US stock trading hours and economic data release times will move up by one hour compared to the winter schedule. From March 15th to 19th, the 51st Optical Fiber Communication Conference and Exhibition (OFC) will be held at the Los Angeles Convention Center in California, USA. OFC is the 'annual Super Bowl' for the global optical communications industry. Many of the year’s technology roadmap disputes, product launches, and business partnerships are set here. Overall, OFC 2026 will focus on CPO (Co-Packaged Optics) as the core theme, with a comprehensive...
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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