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April 15, 2026
April 14, 2026
Preview: Due April 29 - U.S. March Durable Goods Orders - A moderate rise, upside risk in defense
April 14, 2026 3:38 PM UTC
We expect March durable goods orders to increase by 1.0% overall, with a 0.4% increase ex transport, with most of the transport increase coming in defense. Ex transport trend will remain positive, but a 0.4% increase would be slightly below recent trend. We expect a 0.5% increase ex defense.
Eurozone: ECB Downplaying Supply of Credit as it Focuses on its Cost
April 14, 2026 1:35 PM UTC
Even amid increasing suggestions that the Middle East conflict will reap marked real economy damage that should limit the length and extent of any inflation surge, markets are still pricing in almost three 25 bp ECB hikes in the coming year. We think this is still very excessive and reflects an ou
U.S. March PPI - Core rates pause after strong start to 2026
April 14, 2026 12:58 PM UTC
March PPI has come in significantly below expectations, up 0.5% overall with the core rates ex food and energy and ex food, energy and trade up only 0.1% and 0.2% respectively, pausing after strong gains seen in January and February.