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March 16, 2026
China: Modest Bounce at Start of 2026, But
March 16, 2026 8:49 AM UTC
· Though the January-February data was better than expected, we expect high oil prices and an adverse effect from the Iran war to hurt China’s export growth. We still feel that the economy remains too dependent on high tech manufacturing and modest consumption will act as a drag on
March 13, 2026
Preview: Due March 16 - U.S. February Industrial Production - Pause after a stronger January
March 13, 2026 2:54 PM UTC
We expect an unchanged February industrial production total to follow a strong 0.7% increase in January. For manufacturing we expect a 0.1% increase to follow a 0.6% rise in January. Despite the subdued February forecast, trend appears to be picking up.
Preview: Due March 16 - Canada February CPI - Softer in part due to year ago end of a sales tax holiday
March 13, 2026 2:44 PM UTC
We expect February Canadian CPI to slip to a 6-month and on-target low of 2.0% yr/yr (1.96% before rounding) from 2.3% (2.29% before rounding) in January, the slowing mainly due to the ending of a sales tax holiday a year ago, which lasted from mid-December of 2024 to mid-February of 2025). The Ba
U.S. March Preliminary Michigan CSI - Limited impact from Iran, January Job Openings correct higher
March 13, 2026 2:23 PM UTC
The preliminary March Michigan CSI does not suggest much impact from the Middle East conflict yet, but the final March report may be a different story. A rise in January job openings looks corrective from two straight declines.
Canada February Employment - A very weak month, though partly corrective from strength in late 2025
March 13, 2026 1:57 PM UTC
Canada’s February employment report is very weak, falling by 83.9k to extend a 24.8k fall in January. The data may in part be corrective from over-inflated stronger in September, October and November of 2025 but there is little in the February breakdown that mitigates the weakness of the headline.