Treasury yields have sold off this morning in a bear steepening move, with the 10-year now sitting at 4.47%.
This move comes after the President pushed back the deadline to April 6th to find a resolution with Iran. Reports indicate both sides remain far apart. Brent crude continues to climb as well, over $110 per barrel. Stock futures point to a negative open, which would lead to the longest streak of weekly losses since 2022.
Kirby Hart
Director
| Date | Event | Survey | Actual | Prior |
| 3/27/2026 | Bloomberg March United States Economic Survey | |||
| 3/27/2026 | U. of Mich. Sentiment | 54 | — | 55.5 |
| 3/27/2026 | U. of Mich. Current Conditions | 56.9 | — | 57.8 |
| 3/27/2026 | U. of Mich. Expectations | 50.9 | — | 54.1 |
| 3/27/2026 | U. of Mich. 1 Yr Inflation | 3.60% | — | 3.40% |
| 3/27/2026 | U. of Mich. 5-10 Yr Inflation | 3.50% | — | 3.20% |
| 3/27/2026 | Kansas City Fed Services Activity | 4 | — | 6 |
| 3/30/2026 | Dallas Fed Manf. Activity | — | — | 0.2 |
| 3/31/2026 | FHFA House Price Index MoM | 0.10% | — | 0.10% |
| 3/31/2026 | S&P Cotality CS 20-City MoM SA | — | — | 0.47% |
| 3/31/2026 | S&P Cotality CS 20-City YoY NSA | — | — | 1.38% |
| 3/31/2026 | S&P Cotality CS US HPI YoY NSA | — | — | 1.27% |
| 3/31/2026 | MNI Chicago PMI | 55.1 | — | 57.7 |
| 3/31/2026 | Conf. Board Consumer Confidence | 88 | — | 91.2 |
| 3/31/2026 | Conf. Board Present Situation | — | — | 120 |
| 3/31/2026 | Conf. Board Expectations | — | — | 72 |
| 3/31/2026 | JOLTS Job Openings | 6850k | — | 6946k |
| 3/31/2026 | JOLTS Job Openings Rate | — | — | 4.20% |
| 3/31/2026 | JOLTS Quits Level | — | — | 3137k |
| 3/31/2026 | JOLTS Quits Rate | — | — | 2.00% |
| 3/31/2026 | JOLTS Layoffs Level | — | — | 1631k |
| 3/31/2026 | JOLTS Layoffs Rate | — | — | 1.00% |
| 3/31/2026 | Dallas Fed Services Activity | — | — | -3.2 |
| 4/1/2026 | MBA Mortgage Applications | — | — | -10.50% |
| 4/1/2026 | ADP Employment Change | 40k | — | 63k |
| 4/1/2026 | Retail Sales Advance MoM | 0.40% | — | -0.20% |
| 4/1/2026 | Retail Sales Ex Auto MoM | 0.30% | — | 0.00% |
| 4/1/2026 | Retail Sales Ex Auto and Gas | 0.30% | — | 0.30% |
| 4/1/2026 | Retail Sales Control Group | 0.30% | — | 0.30% |
| 4/1/2026 | S&P Global US Manufacturing PMI | — | — | 52.4 |
| 4/1/2026 | ISM Manufacturing | 52.3 | — | 52.4 |
| 4/1/2026 | ISM Prices Paid | — | — | 70.5 |
| 4/1/2026 | ISM New Orders | — | — | 55.8 |
| 4/1/2026 | Business Inventories | — | — | 0.10% |
| 4/1/2026 | ISM Employment | — | — | 48.8 |
| 4/01/2026 | Wards Total Vehicle Sales | 15.83m | — | 15.75m |
| 4/2/2026 | Challenger Job Cuts YoY | — | — | -71.90% |
| 4/2/2026 | Challenger Job Cuts Total | — | — | 48307 |
| 4/2/2026 | Trade Balance | -$59.2b | — | -$54.5b |
| 4/2/2026 | Imports MoM | 0.10% | — | -0.70% |
| 4/2/2026 | Exports MoM | -2.30% | — | 5.50% |
| 4/2/2026 | Initial Jobless Claims | — | — | 210k |
| 4/2/2026 | Initial Claims 4-Wk Moving Avg | — | — | 210.50k |
| 4/2/2026 | Continuing Claims | — | — | 1819k |
| 4/3/2026 | Change in Nonfarm Payrolls | 50k | — | -92k |
| 4/3/2026 | Two-Month Payroll Net Revision | — | — | -69k |
| 4/3/2026 | Change in Private Payrolls | 55k | — | -86k |
| 4/3/2026 | Change in Manufact. Payrolls | — | — | -12k |
| 4/3/2026 | Nonfarm Payrolls 3-Mo Avg Chg | — | — | 6k |
| 4/3/2026 | Average Hourly Earnings MoM | 0.30% | — | 0.40% |
| 4/3/2026 | Average Hourly Earnings YoY | 3.80% | — | 3.80% |
| 4/3/2026 | Average Weekly Hours All Employees | 34.3 | — | 34.3 |
| 4/3/2026 | Unemployment Rate | 4.40% | — | 4.40% |
| 4/3/2026 | Labor Force Participation Rate | 62.10% | — | 62.00% |
| 4/3/2026 | Underemployment Rate | — | — | 7.90% |
| 4/3/2026 | S&P Global US Services PMI | — | — | 51.1 |
| 4/3/2026 | S&P Global US Composite PMI | — | — | 51.4 |