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March 27, 2026
U.S. March Final Michigan CSI - Short term inflation expectations rise, long term view stable
March 27, 2026 2:14 PM UTC
The final March Michigan CSI at 53.3 is weaker than the preliminary of 55.5 which appears to be a response to worries over the Middle East and energy prices. The 1 year inflation expectation has been revised up significantly, but the Fed will be relieved to see the 5-10 year view unchanged.
Preview: Due April 10 - Canada March Employment - Highly volatile, but trend still looks modestly positive
March 27, 2026 1:27 PM UTC
We expect Canadian employment to increase by 40k in March, in a correction from an exceptionally large decline of 83.9k in February which may have been influenced by weather. While the data has been very volatile, underlying trend is probably still moderately positive. We expect an unemployment rate
Mexico: March 25bps Cut, Then September?
March 27, 2026 8:01 AM UTC
Banxico decided to cut the policy rate by 25bps from 6.75% due to concerns over the economy, which could be hurt additionally by the Iran war. However, Banxico inflation forecasts are yet to reflect the shift in oil prices and the prospect of further upward revisions argue against a May or June cu