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Author Jason Haley

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Estimated

It was a quiet overnight session with Japanese markets closed for holiday, and with a bare domestic economic calendar, it should be a relatively uneventful day for fixed income markets.

Treasury yields are little changed at the moment. Multiple Fed leaders spoke yesterday and reinforced the recent talking points of caution/patience with regards to inflation and interest rate policy. “I am going to need to see at least another couple more months of inflation data before I can judge whether January was a speed bump or pothole,” said Fed Governor Waller.

Jason Haley
Chief Investment Officer

DateEventSurveyActualPriorRevised
2/23/2024Bloomberg Feb. United States Economic Survey
2/26/2024New Home Sales684k—664k—
2/26/2024New Home Sales MoM3.00%—8.00%—
2/26/2024Dallas Fed Manf. Activity——-27.4—
2/27/2024Durable Goods Orders-4.50%—0.00%—
2/27/2024Durables Ex Transportation0.20%—0.50%—
2/27/2024Cap Goods Orders Nondef Ex Air0.10%—0.20%—
2/27/2024Cap Goods Ship Nondef Ex Air0.10%—0.00%—
2/27/2024House Price Purchase Index QoQ——2.10%—
2/27/2024FHFA House Price Index MoM——0.30%—
2/27/2024S&P CoreLogic CS 20-City MoM SA0.20%—0.15%—
2/27/2024S&P CoreLogic CS 20-City YoY NSA6.00%—5.40%—
2/27/2024S&P CoreLogic CS US HPI YoY NSA——5.14%—
2/27/2024Richmond Fed Manufact. Index——-15—
2/27/2024Conf. Board Consumer Confidence114.8—114.8—
2/27/2024Conf. Board Present Situation——161.3—
2/27/2024Conf. Board Expectations——83.8—
2/27/2024Richmond Fed Business Conditions——-3—
2/27/2024Dallas Fed Services Activity——-9.3—
2/28/2024MBA Mortgage Applications——-10.60%—
2/28/2024GDP Annualized QoQ3.30%—3.30%—
2/28/2024Personal Consumption2.70%—2.80%—
2/28/2024GDP Price Index1.50%—1.50%—
2/28/2024Core PCE Price Index QoQ——2.00%—
2/28/2024Advance Goods Trade Balance-$88.1b—-$88.5b-$87.9b
2/28/2024Retail Inventories MoM——0.80%—
2/28/2024Wholesale Inventories MoM——0.40%—
2/29/2024Personal Income0.50%—0.30%—
2/29/2024Personal Spending0.20%—0.70%—
2/29/2024Real Personal Spending——0.50%—
2/29/2024PCE Deflator MoM0.30%—0.20%—
2/29/2024PCE Deflator YoY2.40%—2.60%—
2/29/2024PCE Core Deflator MoM0.40%—0.20%—
2/29/2024PCE Core Deflator YoY2.80%—2.90%—
2/29/2024Initial Jobless Claims210k—201k—
2/29/2024Continuing Claims——1862k—
2/29/2024MNI Chicago PMI47.9—46—
2/29/2024Pending Home Sales MoM1.00%—8.30%—
2/29/2024Pending Home Sales NSA YoY——-1.00%—
2/29/2024Kansas City Fed Manf. Activity——-9—
3/1/2024S&P Global US Manufacturing PMI——51.5—
3/1/2024Construction Spending MoM0.20%—0.90%—
3/1/2024U. of Mich. Sentiment79.6—79.6—
3/1/2024ISM Manufacturing49.5—49.1—
3/1/2024U. of Mich. Current Conditions——81.5—
3/1/2024ISM Prices Paid——52.9—
3/1/2024U. of Mich. Expectations——78.4—
3/1/2024ISM New Orders——52.5—
3/1/2024U. of Mich. 1 Yr Inflation——3.00%—
3/1/2024ISM Employment——47.1—
3/1/2024U. of Mich. 5-10 Yr Inflation——2.90%—
3/1/2024Kansas City Fed Services Activity——-2—
3/1/2024Wards Total Vehicle Sales15.45m—15.00m—

Jason Haley

Chief Investment Officer

LinkedIn

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