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March 11, 2026
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.
Preview: Due March 11 - U.S. February CPI - A moderate gain, but inflation not yet defeated
March 10, 2026 12:15 PM UTC
We expect February’s CPI to increase by 0.3%, with a 0.2% increase ex food and energy. Before rounding we expect the gains will be similar, with the overall CPI rounded up from 0.26% and the core rounded down from 0.24%. CPI has slowed, but it is too soon for the Fed to declare victory.
Swiss SNB Preview (Mar 19): Keeping a Low Profile
March 10, 2026 11:53 AM UTC
Once again and in line with consensus thinking we see SNB policy being unchanged when it gives its next quarterly assessment with little shift in the forecast for either growth or inflation. Admittedly, the tone of the economic outlook will be more guarded but where it will be underscored that it
Sweden Riksbank Preview (Mar 19): On Hold and Still For Some Time Ahead?
March 10, 2026 10:56 AM UTC
It is highly likely that the Riksbank will (again) keep policy on hold with the key rate left at 1.75% when it gives its next verdict. However, what will be more important is what the Board says; explicitly in terms of the recent (less pleasing to it) data flow and, implicitly in terms of updated
Trump’s Fiscal Dominance
March 10, 2026 10:35 AM UTC
· Voting will be done by 12 FOMC members and while Kevin Warsh could mellow some centrists, 5 district Fed presidents and Barr/Jefferson are at the Fed until at least 2031. Warsh may merely bring interest rate cuts sooner from June or potentially engineer a small dip below the 3% neutra