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Weekly Market Note
Week of April 6–10, 2026
This week’s round-up of economic releases and market insights.
In summary
- Headline CPI surged +0.9% M/M in March, the most since June 2022, as energy prices soared. It's now up +3.3% Y/Y, and gas prices jumped +21% M/M — a new record.
- February Core PCE was in line with forecasts at +0.4% M/M, while Consumer Spending posted its best month since August 2025. Incomes declined for the first time in 8 months.
- Q4 2025 U.S. GDP saw its final revision moved down to +0.5% Q/Q, as the government shutdown weighed on growth alongside downward revisions in investment.
- Overall Durable Goods Orders fell on transports, but Core Capital Goods — a business-spending proxy — posted their 7th gain in the last 8 months.
- Consumer sentiment soured in March and April on the conflict in Iran, while inflation expectations rose markedly, especially one year out.