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April 24, 2026 9:34 AM UTC
Very clearly, the BoE kept rates on hold with the MPC unanimous last month and the same decision is expected this time around but with probable fresh dissent, with up to 2-3 members opting for an immediate hike. These splits will be even more evident in the individual MPC member statements (as exp
April 23, 2026 5:43 PM UTC
New home sales for both February and March will be released on May 5. We expect a level of 675k in each month, which would be up by 15.0% from January’s 587k, which was the lowest level since October 2022. January’s data was well below recent trend and may have been weather-impacted. We would no
April 23, 2026 5:00 PM UTC
We expect April’s ISM services index to pick up to 54.5 from 54.0 in March, after slipping from February’s 56.1, which was the highest reading since July 2002. April’s S and P Services PMI picked up, but was still quite weak at 51.3 after slipping to 49.8 in March. The two series are not well
April 23, 2026 2:23 PM UTC
Despite risks coming from the Middle East, we expect April’s ISM manufacturing index to increase to 53.5 from 52.7, delivering a fourth straight clearly positive reading and the highest level since June 2022.
April 23, 2026 2:01 PM UTC
April’s preliminary S and P PMIs are improved with manufacturing at 54.0 from 52.3 to reach its highest since May 2022. Services at 51.3 picked up from March’s weak 49.8, seeing the composite up to 52.0 from 50.3.