View:
Iran: What Length For War?
March 2, 2026 7:44 AM UTC
· If the war is short (ie 1-2 weeks) and leads to a ceasefire then the global economic impact will be small, with the greatest impact in the middle east of oil/gas supplies on a temporary basis and tourism. If the war is more prolonged (ie months) then oil/gas supplies could be sque
U.S. March Final Michigan CSI - Short term inflation expectations rise, long term view stable
March 27, 2026 2:14 PM UTC
The final March Michigan CSI at 53.3 is weaker than the preliminary of 55.5 which appears to be a response to worries over the Middle East and energy prices. The 1 year inflation expectation has been revised up significantly, but the Fed will be relieved to see the 5-10 year view unchanged.
Preview: Due April 10 - Canada March Employment - Highly volatile, but trend still looks modestly positive
March 27, 2026 1:27 PM UTC
We expect Canadian employment to increase by 40k in March, in a correction from an exceptionally large decline of 83.9k in February which may have been influenced by weather. While the data has been very volatile, underlying trend is probably still moderately positive. We expect an unemployment rate