United States Chicago PMI registered at 52.8, below expectations (55) in March

Mar 31, 2026

Mexico: Sub‑potential growth with delayed easing – Societe Generale

Societe Generale’s Dev Ashish projects Mexico’s 2026 growth to remain below potential, constrained by weak manufacturing, investment and USMCA‑related uncertainty. Higher Oil prices are expected to pass through, lifting inflation risks and expectations.

USD/JPY: Verbal pushback as 162–164 looms – TD Securities

TD Securities analysts highlight growing official frustration with Japanese Yen weakness as USD/JPY breached the 160 level in the past week.