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As President Donald Trump reaches the 100-day milestone of his second term, all eyes are on the Bureau of Economic Analysis' advance estimate for first-quarter GDP. The report is poised to offer an early glimpse into how the administration's policies are affecting the economy. The economy is expected to have grown at an annualized rate of 0.3%, a significant slowdown from the 2.4% growth recorded in the fourth quarter. Separately, the Commerce Department is expected to report that the personal consumption expenditures (PCE) remained flat in March, following a rise of 0.3% in the previous month. In the 12 months through March, PCE likely advanced 2.2%, following a rise of 2.5% in the month before. Barring volatile food and energy components, the so-called core PCE is projected to have risen 0.1% in March and 2.6% on an annualized basis. In addition, the ADP National Employment Report is projected to show an increase of 115,000 jobs in April, following a gain of 155,000 jobs in March. Meanwhile, personal income likely rose 0.4% in March.

Microsoft is expected to report a rise in third-quarter revenue, helped by steady demand for its cloud computing services. Investors will be focused on the company's capital spending plans and its outlook for business in light of U.S. President Donald Trump's tariff announcements.

Meta Platforms is expected to report higher first-quarter revenue, driven by growing digital advertising across its social media platforms as marketers turn to the Facebook parent's artificial intelligence tools to target its massive user base. Investors will be looking for commentary on a potential tariff-related risk to Meta's artificial intelligence goals and advertising spend.

Smartphone chipmaker Qualcomm is expected to report a jump in second-quarter revenue. Investors are watching closely for the impact of a Sino-U.S. trade war on revenue from the key China market.

Caterpillar Inc is expected to report a lower first-quarter profit and revenue.

Yum Brands is expected to post a rise in first-quarter same-store sales, helped by robust demand for Taco Bell in the U.S. as well as KFC in its international markets. Investors will watch out for comments on the company's expectations for the year amid consumer pullback on dining out.

Health insurer Humana is expected to report first-quarter results before markets open. Investors are expected to look out for costs in its Medicare Advantage business and changes to its full-year forecast.

Property and casualty insurer Allstate is expected to post a fall in first-quarter profit, as catastrophe losses from the California wildfires weigh on underwriting performance.

Life and supplemental health insurance firm Globe Life is expected to post a higher first-quarter profit, driven by stronger underwriting performance and higher income from investments.

Robinhood Markets is expected to post a rise in first-quarter profit, as a volatile market increased trading volumes across its products, as investors looked to hedge their portfolios.

Cruise operator Norwegian Cruise Line Holdings is expected to post a decline in first-quarter revenue, hurt by tepid demand for its cruise vacations. Investors will look out for comments on demand, pricing, impact of tariffs on travel demand, impact of ports, labor and fuel costs, as well as annual forecasts.

International Paper is expected to post a jump in first-quarter revenue, boosted by the completion of the acquisition of DS Smith and its measures to reduce costs. Investors will look for any comments on the impact from Trump's trade tariffs and cost-saving efforts.

Data from StatsCan is expected to show that Canada's GDP remained flat in February, following a 0.4% expansion in January.

Canada's Loblaw is expected to post a rise in first-quarter revenue, on strong demand for groceries and pharmacy products. Investors will look out for comments regarding the impact from tariffs by the U.S and Canada on supply, production costs and consumer sentiment in Canada.

In Latin America, Brazil's primary budget surplus data for March will be released, which is projected to show a budget surplus of 1.50 billion Brazilian reals, compared to a budget deficit of 18.97 billion Brazilian reals posted in February. Separately, Mexico's statistics agency INEGI is due to release the country's flash GDP for the fourth quarter. The economy is likely to have expanded 0.6% in the first quarter after expanding 0.5% in the previous quarter. On an annual basis, the flash GDP is likely to remain unchanged for the first quarter.

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(Compiled by Kumar Satyam; Edited by Vijay Kishore)

((Kumar.Satyam@thomsonreuters.com;))