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April 22, 2026
Preview: Due April 23 - U.S. April S and P PMIs - Slightly firmer despite Middle East risk
April 22, 2026 12:33 PM UTC
We expect modest increases in April’s S and P PMIs, manufacturing to a healthy 52.5 from 52.3 and services to a neutral 50.0 after March’s 49.8 fell below neutral for the first time since January 2023.
Iran Conflict – Who Has the ‘Trump’ Card
April 22, 2026 9:17 AM UTC
When Trump aspires to reaching a deal, he thinks in either black or white. But whether it be political, economic or military the reality is that the world is always various shades of grey. This is very much evident in the way the Iran conflict was planned by the U.S. – the expected clear and r
UK CPI Review: Inflation Being Fuelled But Wages Still on the Wane?
April 22, 2026 6:35 AM UTC
What are energy induced price rises are now very evident, most notably in PPI data as well as the more closely watched CPI figures. Thus after a stable 3.0% (a 10-mth low) February’s headline – matching the consensus, headline CPI jumped to 3.3% in March. Services, however, rose from 4.3% a fo
April 21, 2026
Preview: Due April 30 - U.S. Q1 GDP - Government to lead bounce from weak Q4, Core PCE prices stronger
April 21, 2026 5:31 PM UTC
We expect a 2.6% annualized increase in Q1 GDP, improved from a weak 0.5% in Q4 largely due to a rebound in government from Q4 data that was depressed by a shutdown. Excluding government we expect a second straight quarter close to 1.5%. We expect a significant acceleration in core PCE prices, to 4.
Preview: Due April 30 - U.S. March Personal Income and Spending - Core PCE Prices to outperform core CPI
April 21, 2026 2:38 PM UTC
March’s personal income and spending data may be overshadowed by the Q1 GDP report due at the same time and to which it will contribute. We expect a 0.9% rise in personal spending, to exceed both a 0.2% rise in personal income and a 0.7% rise in PCE prices. For core PCE prices, we expect an in