I'll be back separately with details and implications (TL;DR ... May rate hike). more to come Earlier:Iran war is supercharging inflation and putting a May RBA ...

Canada's 2025/26 deficit came in at C$66.9bln, below the C$78.3bln Nov forecast. GDP growth trimmed to 1.1% for 2026. Tariffs seen keeping output 1.6% below pre...

US intel agencies are studying how Iran would react to the US declaring victoryUAE quits OPEC and OPEC+US April consumer confidence 92.8 vs 89.0 expectedUS Rich...

The Australian Bureau of Statistics publish March month and Q1 inflation data today. The numbers are expected to be horrible and will lock in a May (5th) Reserv...

Reuters, citing unnamed sources, says the US intel community is examining how Iran would respond to the US declaring victory in the war. That Trump is even cons...

Earlier today Politico reported (and now the FT confirms) that Sabine Weyand, the Director-General for Trade at the European Commission has been fired.The big s...

CNN cites "sources close to the mediation process" and the report is from a journalist who is in Pakistan.This is a sign that they're negotiating. There are qui...

Prior was 91.8The April 2026 release, with a survey cutoff of April 22, came in noticeably stronger than expected. The headline index rose to 92.8, up from 91.8...

Prior was 0Services index 9 vs 9 priorManufacturing shipments -2 vs -2 priorFor background, the Federal Reserve Bank of Richmond's monthly Survey of Manufacturi...

On Truth:Iran has just informed us that they are in a “State of Collapse.” They want us to “Open the Hormuz Strait,” as soon as possible, as they try to figure ...

Prior was +0.2%Prices up 0.9% m/m vs 1.1% expected (1.2% prior)FHFA monthly home price 0.0% vs +0.1% prior (revised to +0.2%)FHFA prices +1.7% y/y vs 1.8% prior...

Prior was 54,750Report for the four weeks ending April 11The NER Pulse is a weekly private-sector employment tracker launched in late 2025 by ADP Research in co...