Market Analysis

Economic Diary:
Week Commencing 27/04/26


Monday 27 April

Indicator Previous Expected Actual
GFK Consumer Confidence GFK Consumer Confidence Chart -28.1 -29.3 -33.3
GFK Consumer Confidence GFK Consumer Confidence Chart -28.0 -29.3 -33.3

Tuesday 28 April

Indicator Previous Expected Actual
Unemployment Rate Unemployment Rate Chart 2.6% 2.6% 2.7%
PPI Month on Month PPI Month on Month Chart -0.4% 4.4%
PPI Year on Year PPI Year on Year Chart -2.7% 4.2%
Consumer Confidence Consumer Confidence Chart 91.8 89.0 92.8

Wednesday 29 April

Indicator Previous Expected Actual
CPI Year on Year CPI Year on Year Chart 3.6% 4.2% +4.1%
CPI Quarter on Quarter CPI Quarter on Quarter Chart 0.6% 1.4% +1.4%
ZEW Investor Sentiment   -35.0 -30.3
Consumer Confidence   92.6 91.2 90.8
Business Climate Business Climate Chart -0.27 -0.28
Industrial Sentiment Industrial Sentiment Chart -7.0 -7.2 -7.7
Economic Sentiment Economic Sentiment Chart 96.6 95.2 93.0
Consumer Confidence Consumer Confidence Chart -20.6 -20.6 -20.6
Services Sentiment Services Sentiment Chart 4.9 3.5 0.9
CPI Final Month on Month   1.1% 0.7% 0.60%
Durable Goods   -1.3% 0.5% 0.8%
Housing Starts Housing Starts Chart 1.356Mln 1.400Mln 1.502Mln
BoC Rate Decision   2.25% 2.25%
EIA Weekly Crude Oil Stocks   1.925Mln -0.231Mln -6.234Mln
FOMC Rate Decision   3.625% 3.625% 3.50 - 3.75%

Thursday 30 April

Indicator Previous Expected Actual
Retail Sales Year on Year Retail Sales Year on Year Chart -0.2% 0.8% +1.7%
Industrial Production Prelim   -2.0% 1.1% -0.5%
PMI Manufacturing (China) PMI Manufacturing (China) Chart 50.4 50.1 50.3
Consumer Confidence Consumer Confidence Chart 33.3 32.2
GDP Prelim Quarter on Quarter GDP Prelim Quarter on Quarter Chart 0.2% 0.2% 0.0%
Retail Sales Year on Year Retail Sales Year on Year Chart 0.7% 0.5% -2.0%
Retail Sales Month on Month Retail Sales Month on Month Chart -0.6% -0.1% -2.0%
PPI Month on Month PPI Month on Month Chart -0.2% +2.0%
Unemployment Rate (sa) Unemployment Rate (sa) Chart 6.3% 6.3% 6.4%
Unemployment Change (sa) Unemployment Change (sa) Chart 0k 4k 20k
GDP Prelim Year on Year GDP Prelim Year on Year Chart 0.8% 0.6% 0.7%
GDP Flash Estimate Year on Year GDP Flash Estimate Year on Year Chart 0.6% 0.3% 0.5%
GDP Flash Estimate Quarter on Quarter GDP Flash Estimate Quarter on Quarter Chart 0.3% 0.2% 0.3%
GDP Prelim Quarter on Quarter   0.3% 0.1% 0.2%
Unemployment Rate   5.3% 5.3% 5.2%
Unemployment Rate Unemployment Rate Chart 6.2% 6.2% 6.2%
MPC Vote For Rate Hike   0 1 1
BoE Rate Decision BoE Rate Decision Chart 3.75% 3.75% 3.75%
MPC Vote For Rate Cut   0 0 0
MPC Vote For Rate Unchanged   9 8 8
ECB Rate Decision ECB Rate Decision Chart 2.15% 2.15% 2.15%
PCE Price Index Year on Year PCE Price Index Year on Year Chart 2.8% 3.5% 3.5%
PCE Core Price Index Year on Year PCE Core Price Index Year on Year Chart 3.0% 3.2% 3.2%
PCE Core Price Index Month on Month PCE Core Price Index Month on Month Chart 0.4% 0.3% 0.3%
Personal Spending Real Month on Month Personal Spending Real Month on Month Chart 0.1% 0.2%
PCE Price Index Month on Month PCE Price Index Month on Month Chart 0.4% 0.7% 0.7%
GDP Month on Month GDP Month on Month Chart 0.1% 0.2% +0.2%
Personal Income Month on Month Personal Income Month on Month Chart -0.1% 0.3% 0.6%
Dallas Fed PCE Dallas Fed PCE Chart 1.8% 2.9%

Friday 01 May

Indicator Previous Expected Actual
PMI Manufacturing   54.9 55.1
PPI Year on Year PPI Year on Year Chart 3.5% +3.0%
PPI Quarter on Quarter PPI Quarter on Quarter Chart 0.8% +0.4%
House Price Index Year on Year (Nationwide) House Price Index Year on Year (Nationwide) Chart 2.2% 2.2% 3.0%
House Price Index Month on Month (Nationwide) House Price Index Month on Month (Nationwide) Chart 0.9% -0.3% 0.4%
Money Supply M4   0.6% 0.8%
PMI Manufacturing   53.6 53.6 53.7
PMI Manufacturing   50.0 53.3
ISM Manufacturing PMI ISM Manufacturing PMI Chart 52.7 53.0 52.7

Monday 04 May

Indicator Previous Expected Actual
PMI Manufacturing   51.3 51.9
PMI Manufacturing   52.8 52.8
PMI Manufacturing   51.2 51.2
PMI Manufacturing   52.2 52.2
Factory Orders Factory Orders Chart 0.0% 0.5%

Tuesday 05 May

Indicator Previous Expected Actual
RBA Cash Rate RBA Cash Rate Chart 4.10% 4.35%
Trade Balance Trade Balance Chart -5.74Bln CA -3.00Bln CA
Trade Balance Trade Balance Chart -57.3Bln US -60.5Bln US
ISM Non Manufacturing New Orders ISM Non Manufacturing New Orders Chart 60.6
ISM Non-Manufacturing PMI ISM Non-Manufacturing PMI Chart 54.0 53.7
ISM Non Manufacturing Business Activity ISM Non Manufacturing Business Activity Chart 53.9
New Home Sales-Units Month on Month New Home Sales-Units Month on Month Chart 0.587Mln 0.650Mln
ISM Non Manufacturing Employment ISM Non Manufacturing Employment Chart 45.2
ISM Non Manufacturing Prices Paid ISM Non Manufacturing Prices Paid Chart 70.7

Wednesday 06 May

Indicator Previous Expected Actual
Industrial Production Month on Month   -0.7% 0.5%
PMI Services   48.8 47.9
PMI Services   46.5 46.5
PMI Services   46.9 46.9
PMI Services   47.4 47.4
Retail Sales Month on Month (sa) Retail Sales Month on Month (sa) Chart 0.00%
PMI Composite   48.6 48.6
Retail Sales Year on Year (nsa) Retail Sales Year on Year (nsa) Chart 1.60%
PMI Services   52.0 52.0
PPI Year on Year PPI Year on Year Chart -3.0% 1.6%
PPI Month on Month PPI Month on Month Chart -0.7%
ADP employment report ADP employment report Chart 62k 99k
EIA Weekly Crude Oil Stocks   -6.234Mln

Thursday 07 May

Indicator Previous Expected Actual
Trade Balance Trade Balance Chart -5.778Bln EU
Retail Sales Month on Month Retail Sales Month on Month Chart -0.2% -0.3%
Retail Sales Year on Year Retail Sales Year on Year Chart 1.7% 0.9%

Friday 08 May

Indicator Previous Expected Actual
Trade Balance Trade Balance Chart 19.8Bln EU
House Price Index UK (Halifax) House Price Index UK (Halifax) Chart -0.5%
Industrial Production Month on Month Industrial Production Month on Month Chart -0.3% 0.5%
Unemployment Rate Unemployment Rate Chart 4.3% 4.3%
Unemployment Rate Unemployment Rate Chart 6.7% 6.7%
Non-Farm Payrolls Non-Farm Payrolls Chart 178k 60k

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