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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.
U.S. Q4 GDP revised down, Savings revised up, Core PCE Prices make a strong start to 2026
March 13, 2026 1:31 PM UTC
The latest US data is mostly on the weak side of expectations, most notably a broad based downward revision to Q4 GDP to 0.7% from 1.4%. January personal income, personal spending and core PCE prices all rose by 0.4%, net close to expectations, though upward revisions to savings reduce downside cons
UK GDP Review: More Gloom?
March 13, 2026 7:41 AM UTC
Fresh downside surprises were the story from the January GDP numbers. Expectations that the economy would enjoy a further successive rise, thereby providing the best three-month showing in two years were dashed as GDP instead stagnated. Weakness was broad-based but most evident in private servic
March 12, 2026
CBRT Pauses Easing Cycle; Policy Rate Held at 37% Due to Surges in Oil Prices and CPI Increase in February
March 12, 2026 8:20 PM UTC
Bottom Line: The Central Bank of Turkiye (CBRT) kept its policy rate constant at 37% during the MPC meeting on March 12. This decision effectively pauses the bank’s easing cycle in response to heightened market volatility and rising energy costs driven by the ongoing war in Iran. While February's
BoE Preview (Mar 19): MPC Agree to Disagree?
March 12, 2026 2:35 PM UTC
The rate cut that seemed partly flagged by the narrow vote against easing in early February now looks highly unlikely this month. Indeed, it is also likely that the four who dissented in favor of cutting last time around will vote with the majority in favour of no change. But while the MPC as a wh
Preview: Due March 13 - U.S. January Durable Goods Orders - Aircraft to slip, but ex transport trend is positive
March 12, 2026 2:30 PM UTC
We expect January durable goods orders to see a second straight moderate decline, of 0.6%, as a November surge in aircraft orders continues to correct, but ex transport we expect continued underlying strength to be shown, with a rise of 0.7%.