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U.S. Light Vehicle Sales Surge in March (Haver Analytics)
Tankan Bellwether Edges Down (Haver Analytics)
Emerging markets FX vulnerability: Q2-2025 (Wells Fargo)
JOLTS: February 2025 (Wells Fargo)
ISM manufacturing: March 2025 (Wells Fargo)
Tradeoffs for the Poor, Divine Coincidence for the Rich (New York Fed)
Peru | Year-on-year inflation continues to decline in March, despite rising food prices (BBVA)
Market Observations - Top-Performing S&P 500 Index Subsectors YTD (thru 3/31) (First Trust Portfolios)
U.S. Treasury Market Functioning from the GFC to the Pandemic (New York Fed)
Strong U.S. employment driven by sectors less sensitive to business cycles (Dallas Fed)
Markets in Perspective Client Resource Kit – First Quarter 2025 (First Trust Portfolios)
Rising Rates Client Resource Kit – First Quarter 2025 (First Trust Portfolios)
Rates Spark: No liberation for volatility (ING Bank)
Mexico | Remittances fall 0.8% in February, but continue on the growth path for 2025 (BBVA)
February JOLTS: Labor Demand Cools After An Upside Surprise In January (MTS Insights)
March Euro Area Inflation: Cool Report Shows Welcome Progress On Services Inflation (MTS Insights)
Behind the Scenes: Insights from Funds’ Rolling Returns (LPL Financial)
Private Residential Construction Spending Rises in February (NAHB)
Euro Credit Supply: Underwhelming supply in 1Q25 (ING Bank)
US Dollar Credit Supply: Corporate supply was strong in March (ING Bank)
Cracks Appear in U.S. Trade Leverage (HilltopSecurities)
U.S. Construction Spending Rebounds in February, the Fourth M/M Gain in Five Months (Haver Analytics)
U.S. ISM Manufacturing Index Declines in March; Prices Strengthen (Haver Analytics)
