View:
February 19, 2026
Preview: Due February 20 - U.S. November and December New Home Sales - Improvement in trend to continue
February 19, 2026 3:02 PM UTC
November and December new home sales data will be released on February 20. We expect moderate continuations of a recent improvement in trend, with November rising by 1.1% to 745k and December rising by 1.3% to 755k. This would be the highest level since February 2022.
Preview: Due February 20 - U.S. December Personal Income and Spending - Firmer prices matching income and spending
February 19, 2026 2:49 PM UTC
December’s personal income and spending report may be overshadowed by Q4 GDP data released at the same time, but is likely to see a strong core PCE price index increase of 0.4%, the highest since February. We expect personal income to rise by 0.3%, underperforming a 0.4% rise in spending, with bot
Preview: Due February 20 - U.S. February S and P PMIs - Manufacturing significantly stronger, Services marginally so
February 19, 2026 2:47 PM UTC
We expect improvement in February’s S and P PMIs, more significantly in manufacturing, to 53.5 from 52.4, with services seeing only a modest increase to 53.0 from 52.7.
FOMC Minutes: Shows Splits, But Rate Cuts Should Still Arrive
February 19, 2026 9:24 AM UTC
· The January FOMC minutes show a split Fed, with some sounding mildly hawkish. However, the district Fed presidents are on the mildly hawkish side, but most are non-voters and we feel that the FOMC voting consensus is more neutral. Additionally, we feel that Fed is too upbeat on th