April 2026 macro recap: GDP +2.0% on stockpiling, CPI jumps to 3.3% on Iran war energy shock, Manufacturing PMI 54.5, Gold at ATH $4,629. Full sector MA heatmap + May positioning guide.
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Big Picture Report — April 2026: War Economy, $101 Oil, and the Inflation Relaunch
April 2026 macro recap: GDP +2.0% on stockpiling, CPI jumps to 3.3% on Iran war energy shock, Manufacturing PMI 54.5, Gold at ATH $4,629. Full sector MA heatmap + May positioning guide.
For informational and educational purposes only. Nothing here is individualized investment advice.