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Author Jason Haley

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It’s a relatively quiet start to the week for global financial markets ahead of several central bank meetings this week.

US/Iran talks stalled again this weekend, but Axios is reporting that Iran sent a proposal via Pakistan that would reopen the Strait of Hormuz while postponing nuclear talks to a later date. In addition to Wednesday’s FOMC meeting, the Bank of Japan, the Bank of England, and the European Central Bank will all hold policy meetings this week. The Department of Justice closed its investigation into Fed Chair Powell late last week, and Senator Thom Tillis suggested yesterday it would be enough for him to drop his blockade of Kevin Warsh. Powell may still choose to stick around a little while on the Board of Governors until he feels comfortable that there are no other “wildcards” at play.

Jason Haley
President & Chief Investment Officer

DateEventSurveyActualPriorRevised
4/27/2026Dallas Fed Manf. Activity0.9     —-0.2     —
4/28/2026ADP Weekly Employment Change     —     —54.750k     —
4/28/2026FHFA House Price Index MoM0.10%     —0.10%     —
4/28/2026S&P Cotality CS 20-City MoM SA0.17%     —0.16%     —
4/28/2026S&P Cotality CS 20-City YoY NSA1.13%     —1.18%     —
4/28/2026S&P Cotality CS US HPI YoY NSA     —     —0.91%     —
4/28/2026Richmond Fed Manufact. Index     —     —0     —
4/28/2026Richmond Fed Business Conditions     —     —2     —
4/28/2026Conf. Board Consumer Confidence89     —91.8     —
4/28/2026Conf. Board Present Situation     —     —123.3     —
4/28/2026Conf. Board Expectations     —     —70.9     —
4/28/2026Dallas Fed Services Activity     —     —-13.3     —
4/29/2026MBA Mortgage Applications     —     —7.90%     —
4/29/2026Retail Inventories MoM0.10%     —0.00%0.10%
4/29/2026Building Permits1390k     —1386k1376k
4/29/2026Census Releases February and March Housing Starts Data    
4/29/2026Advance Goods Trade Balance-$88.1b     —-$98.5b     —
4/29/2026Advance Goods Imports MoM SA-1.00%     —3.80%     —
4/29/2026Advance Goods Exports MoM SA-1.40%     —-3.00%     —
4/29/2026Wholesale Inventories MoM0.30%     —0.80%     —
4/29/2026Housing Starts1390k     —1487k     —
4/29/2026Durable Goods Orders0.50%     —-1.30%     —
4/29/2026Durables Ex Transportation0.40%     —0.90%     —
4/29/2026Housing Starts MoM-0.40%     —7.20%     —
4/29/2026Cap Goods Orders Nondef Ex Air0.50%     —0.70%     —
4/29/2026Building Permits MoM-1.10%     —-4.70%     —
4/29/2026Cap Goods Ship Nondef Ex Air0.80%     —1.00%     —
4/29/2026FOMC Rate Decision (Upper Bound)3.75%     —3.75%     —
4/29/2026FOMC Rate Decision (Lower Bound)3.50%     —3.50%     —
4/29/2026Fed Interest on Reserve Balances Rate3.65%     —3.65%     —
4/29/2026Fed Reverse Repo Rate3.50%     —3.50%     —
4/30/2026Personal Income0.30%     —-0.10%     —
4/30/2026Personal Spending0.90%     —0.50%     —
4/30/2026PCE Price Index MoM0.70%     —0.40%     —
4/30/2026Real Personal Spending0.20%     —0.10%     —
4/30/2026PCE Price Index YoY3.50%     —2.80%     —
4/30/2026Core PCE Price Index MoM0.30%     —0.40%     —
4/30/2026Core PCE Price Index YoY3.20%     —3.00%     —
4/30/2026Initial Jobless Claims212k     —214k     —
4/30/2026Initial Claims 4-Wk Moving Avg     —     —210.75k     —
4/30/2026Continuing Claims1820k     —1821k     —
4/30/2026Employment Cost Index0.80%     —0.70%     —
4/30/2026GDP Annualized QoQ2.20%     —0.50%     —
4/30/2026Personal Consumption1.50%     —1.90%     —
4/30/2026GDP Price Index3.90%     —3.70%     —
4/30/2026Core PCE Price Index QoQ4.10%     —2.70%     —
4/30/2026MNI Chicago PMI55.2     —52.8     —
4/30/2026Leading Index-0.20%     —     —     —
4/30/2026Conference Board Releases February and March LEI Data    
5/1/2026S&P Global US Manufacturing PMI54     —54     —
5/1/2026ISM Manufacturing53.2     —52.7     —
5/1/2026ISM Prices Paid80     —78.3     —
5/1/2026ISM New Orders54.8     —53.5     —
5/1/2026ISM Employment49     —48.7     —
5/01/2026Wards Total Vehicle Sales16.00m     —16.34m     —
5/4/2026Factory Orders     —     —0.00%     —
5/4/2026Factory Orders Ex Trans     —     —1.20%     —
5/4/2026Durable Goods Orders     —     —     —     —
5/4/2026Durables Ex Transportation     —     —     —     —
5/4/2026Cap Goods Orders Nondef Ex Air     —     —     —     —
5/4/2026Cap Goods Ship Nondef Ex Air     —     —     —     —

Jason Haley

Chief Investment Officer

LinkedIn

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