April 1, 2026

Key points US retail sales beat expectations in February. Trump will give a national address tonight on the conflict with Iran. In Europe, the manufacturing PMI rises in March to its highest level since mid-2022, though the war is leaving its mark on prices. In Mexico, the Finance Ministry sends Congress the Pre-criteria for Economic Policy 2027 today. In the United States, the March manufacturing PMI and ISM are published later today, both expected to remain stable compared to the previous month and in expansion territory.