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Author Conrad Lofton

Published

Estimated

Treasuries opened this morning under pressure with yields 3-5 basis points higher across the curve.

Equity futures are trading roughly flat before the open. Concerns around inflation and geopolitical risk remain at the forefront of market participants’ minds with the war in Iran creating a dual negative effect on both growth and prices.

Conrad Lofton
Director

DateEventSurveyActualPrior
3/24/2026ADP Weekly Employment Change     —10.000k9.000k
3/24/2026Philadelphia Fed Non-Manufacturing Activity-15.7-23.9-17.3
3/24/2026Nonfarm Productivity1.80%1.80%2.80%
3/24/2026Unit Labor Costs3.60%4.40%2.80%
3/24/2026S&P Global US Manufacturing PMI51.5     —51.6
3/24/2026S&P Global US Services PMI52     —51.7
3/24/2026S&P Global US Composite PMI51.9     —51.9
3/24/2026Richmond Fed Manufact. Index-8     —-10
3/24/2026Richmond Fed Business Conditions-8     —-10
3/25/2026MBA Mortgage Applications     —     —-10.90%
3/25/2026Import Price Index MoM0.60%     —0.20%
3/25/2026Import Price Index ex Petroleum MoM0.40%     —0.40%
3/25/2026Import Price Index YoY0.40%     —-0.10%
3/25/2026Export Price Index MoM0.50%     —0.60%
3/25/2026Export Price Index YoY     —     —2.60%
3/25/2026Current Account Balance-$208.5b     —-$226.4b
3/26/2026Initial Jobless Claims210k     —205k
3/26/2026Initial Claims 4-Wk Moving Avg     —     —210.75k
3/26/2026Continuing Claims1849k     —1857k
3/26/2026Kansas City Fed Manf. Activity3     —5
3/27/2026Bloomberg March United States Economic Survey   
3/27/2026U. of Mich. Sentiment54     —55.5
3/27/2026U. of Mich. Current Conditions     —     —57.8
3/27/2026U. of Mich. Expectations     —     —54.1
3/27/2026U. of Mich. 1 Yr Inflation3.60%     —3.40%
3/27/2026U. of Mich. 5-10 Yr Inflation3.50%     —3.20%
3/27/2026Kansas City Fed Services Activity3     —6
3/30/2026Dallas Fed Manf. Activity     —     —0.2
3/31/2026FHFA House Price Index MoM     —     —0.10%
3/31/2026S&P Cotality CS 20-City MoM SA     —     —0.47%
3/31/2026S&P Cotality CS 20-City YoY NSA     —     —1.38%
3/31/2026S&P Cotality CS US HPI YoY NSA     —     —1.27%
3/31/2026MNI Chicago PMI     —     —57.7
3/31/2026Conf. Board Consumer Confidence88.8     —91.2
3/31/2026Conf. Board Present Situation     —     —120
3/31/2026Conf. Board Expectations     —     —72
3/31/2026JOLTS Job Openings     —     —6946k
3/31/2026JOLTS Job Openings Rate     —     —4.20%
3/31/2026JOLTS Quits Level     —     —3137k
3/31/2026JOLTS Quits Rate     —     —2.00%
3/31/2026JOLTS Layoffs Level     —     —1631k
3/31/2026JOLTS Layoffs Rate     —     —1.00%
3/31/2026Dallas Fed Services Activity     —     —-3.2

Conrad Lofton

Director, Investment Management Group

LinkedIn

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