The Day Ahead

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Key Economic Data
US:
March CPI – Major inflation gauge, key for rate expectations
Initial Jobless Claims – Labor market health
Federal Budget Balance – Fiscal position

China:
March CPI & PPI – Inflation trends, key for global commodities

UK:
March RICS House Price Balance – Real estate sentiment

Japan:
March PPI & Bank Lending – Inflation and credit growth

Italy:
Feb Industrial Production – Eurozone manufacturing read

Canada:
Feb Building Permits – Construction and housing activity

Nordics:
CPI (Denmark, Norway), Sweden GDP Indicator – Regional inflation and growth check

Central Bank Speakers
Fed: Logan, Goolsbee, Harker – Potential rate path signals
BoE: Breeden – Insight into UK monetary policy stance

Earnings
Tesco, CarMax, Fast Retailing – Retail sector insights

Auctions
US 30-Year Bond Auction – Watch for demand/sentiment on long-term rates

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