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March 11, 2026
Iran War Scenarios
March 11, 2026 9:45 AM UTC
· Our central scenario (75%) remains a multi-week war in Iran. Trump loathing of long wars and high gasoline prices prompts U.S. to declare victory before end of March. Israel and Iran would most likely agree an effective ceasefire. The ceasefire would be fragile, however, as it w
March 10, 2026
Preview: Due March 19 - U.S. January New Home Sales - Edging further off November's high
March 10, 2026 6:06 PM UTC
We expect a modest 0.7% decline in January new home sales to 740k, a second straight loss after a 1.7% decline in December. This would still leave most of November’s 15.5% increase, which took sales to their highest level since February 2022, intact.
Bank of Canada Preview for March 18: No change in rates or from January's message
March 10, 2026 5:27 PM UTC
The Bank of Canada meets on March 18 and looks highly likely to leave rates unchanged at 2.25%. The statement is likely to reiterate the message given at the last meeting on January 28, that the policy rate is appropriate conditional on the economy evolving in line with expectations, but uncertainty
South African Economy Grew by 1.1% in 2025 Supported by Stronger Agriculture, Trade and Finance Activities
March 10, 2026 4:35 PM UTC
Bottom Line: Statistics South Africa (Stats SA) released the Q4 2025 and full-year GDP growth figures on March 10. Following a revised 0.3% q/q expansion in Q3, the economy grew by 0.4% q/q (0.8% y/y) in Q4. For the full year, the economy expanded by 1.1%—its fastest pace in three years—supporte
U.S. February Existing Home Sales - Stronger than expected, trend fairly flat
March 10, 2026 2:14 PM UTC
February existing home sales with a 1.7% increase to 4.09m are stronger than expected and while the rise does not fully erase January’s decline, that drop has been revised to -5.9% from -8.4% making the net gain well above expectations.