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Author Jason Haley

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Treasury yields are following oil prices higher this morning after President Trump pledged to enforce a military blockade of the Strait of Hormuz beginning this morning.

The blockade threat follows a breakdown in US-Iran talks in Pakistan over the weekend. Risk assets are weaker to start the week, with US equity index futures down 64 to 100 basis points an hour ahead of the open. This week’s economic calendar is somewhat lighter relative to the last two weeks, but March PPI report released tomorrow could provide further insight in wholesale inflation pressures. Recent PPI reports have showed signs of a delayed passthrough of tariffs by US companies.  Several Fed leaders will speak this week, including Governor Shephen Miran later today as part of a moderated discussion. 

Jason Haley
President & Chief Investment Officer

DateEventSurveyActualPrior
4/13/2026Existing Home Sales4.05m     —4.09m
4/13/2026Existing Home Sales MoM-0.70%     —1.70%
4/14/2026NFIB Small Business Optimism98     —98.8
4/14/2026ADP Weekly Employment Change     —     —26.000k
4/14/2026PPI Final Demand MoM1.10%     —0.70%
4/14/2026PPI Ex Food and Energy MoM0.40%     —0.50%
4/14/2026PPI Ex Food, Energy, Trade MoM0.40%     —0.50%
4/14/2026PPI Final Demand YoY4.60%     —3.40%
4/14/2026PPI Ex Food and Energy YoY4.10%     —3.90%
4/14/2026PPI Ex Food, Energy, Trade YoY3.80%     —3.50%
4/15/2026MBA Mortgage Applications     —     —-0.80%
4/15/2026Empire Manufacturing0     —-0.2
4/15/2026Import Price Index MoM2.20%     —1.30%
4/15/2026Import Price Index ex Petroleum MoM0.50%     —1.20%
4/15/2026Import Price Index YoY3.90%     —1.30%
4/15/2026Export Price Index MoM1.70%     —1.50%
4/15/2026Export Price Index YoY     —     —3.50%
4/15/2026NAHB Housing Market Index37     —38
4/15/2026Fed Releases Beige Book   
4/15/2026Total Net TIC Flows     —     —-$25.0b
4/15/2026Net Long-term TIC Flows     —     —$15.5b
4/16/2026New York Fed Services Business Activity     —     —-22.6
4/16/2026Initial Jobless Claims213k     —219k
4/16/2026Initial Claims 4-Wk Moving Avg     —     —209.50k
4/16/2026Philadelphia Fed Business Outlook10.4     —18.1
4/16/2026Continuing Claims1809k     —1794k
4/16/2026Industrial Production MoM0.10%     —0.20%
4/16/2026Manufacturing (SIC) Production0.10%     —0.20%
4/16/2026Capacity Utilization76.30%     —76.30%

Jason Haley

Chief Investment Officer

LinkedIn

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