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April 02, 2026
Preview: Due April 13 - U.S. March Existing Home Sales - Trend near flat, downside risk in Q2
April 2, 2026 5:41 PM UTC
We expect a marginal 0.2% increase in March existing home sales to 4.10m leaving trend with little direction. Going forward, the Iran war poses downside risks in Q2, depending on its duration.
Preview: Due April 3 - U.S. March Employment (Non-Farm Payrolls) - A boost from returning strikers, but trend subdued
April 2, 2026 1:57 PM UTC
We now expect March’s non-farm payroll to rise by 50k overall and by 60k in the private sector, both revised up by 30k due to the ending of strikes, largely in health, as shown in Friday’s strike report. This is still consistent with a subdued labor market picture, which a rise in unemployment
U.S. February trade shows gains in both exports and imports, Initial Claims very low
April 2, 2026 1:18 PM UTC
The latest US data suggests a resilient economy ahead of the oil shock, with a narrower than expected February trade deficit of $57.3bn, and while up from $54.7bn in January shows strong rises in both experts and imports, by 4.2% and 4.3% respectively. Weekly initial claims at 202k from 211k are sur
Russia’s Inflation Will Hover Around 5.9% in March
April 2, 2026 7:48 AM UTC
Bottom Line: After edging down to 5.9% in February from 6% in the previous month, we expect Russian inflation to continue its decreasing pattern moderately in March owing to lagged impacts of previous aggressive monetary tightening and relative resilience of RUB. March inflation figures will be anno
April 01, 2026
Preview: Due April 10 - U.S. March CPI - Energy to surge, but core rate seen similar to February
April 1, 2026 7:26 PM UTC
We expect March CPI to surge by 1.0% overall, which would be the strongest rise since June 2022, seen in the aftermath of the Russian invasion of Ukraine. However we expect only a moderate increase ex food and energy, of 0.22% before rounding, which would match that seen in February.
Bank of Canada Minutes from March 18 - Too early to judge impact of war, tone far from hawkish
April 1, 2026 6:05 PM UTC
The Bank of Canada has released minutes from its March 18 meeting, which left rates unchanged at 2.25% as expected though we felt that the tone of the statement was somewhat dovish. The minutes show that the BoC felt that it was too early to assess the impact of the conflict in the Middle East, thou
Preview: Due April 9 - U.S. January Personal Income and Spending - Core PCE Prices to outperform CPI
April 1, 2026 2:44 PM UTC
We expect February to see a third straight strong 0.4% increase in core PCE prices, while personal spending with a 0.6% increase outperforms a 0.3% rise in personal income. This will see a January bounce in savings corrected.