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EnglishپارسیEnglishپارسیThe Atlanta Fed’s GDPNow estimate edged lower, but still points to strong growth tracking for Q1.
Why it matters: even with a small downgrade, a 3% tracking rate implies resilient activity—markets will watch incoming consumption and inflation data for the next revisions.
Source: Federal Reserve Bank of Atlanta (GDPNow)
U.S. construction spending rose in December, reversing the prior month’s decline and coming in slightly above expectations.
Why it matters: firmer construction outlays support the real-economy growth pulse, especially for residential and infrastructure-linked activity.
Source: U.S. Census Bureau
U.S. manufacturing sentiment in the Midwest improved sharply in February, with Chicago PMI rising well above expectations and moving deeper into expansion territory.
Why it matters: a print comfortably above 50 signals improving activity momentum and can nudge rate expectations if followed by stronger national manufacturing data.
Source: ISM-Chicago
U.S. January PPI came in hotter than expected, with core PPI YoY accelerating—keeping attention on pipeline inflation and what it means for the rate path.
Source: U.S. Bureau of Labor Statistics
Apple says iPhones on iOS 26 and iPads on iPadOS 26 are now approved to handle information up to the “NATO RESTRICTED” level—the lowest tier of NATO-classified material—without special software or custom settings.
The certification follows rigorous testing and evaluation led by Germany’s Federal Office for Information Security (BSI), and extends the approval across all NATO nations. Apple highlighted built-in protections such as encryption, Face ID, and Memory Integrity Enforcement as part of the security baseline.
Source: Apple Newsroom; NATO coverage (The Verge)
U.S. system liquidity edged up, with the Fed’s balance sheet and reserve balances both slightly higher.
Why it matters: higher reserve balances can signal a modest easing in bank liquidity conditions at the margin, even if the overall balance sheet change is small.
Source: Federal Reserve
Kansas City Fed activity improved in February, with the headline composite and manufacturing gauges rising notably.
Why it matters: a move into positive territory points to better regional momentum, though Fed district surveys can be volatile—confirmation from broader ISM data matters.
Source: Federal Reserve Bank of Kansas City
U.S. labor market signals remained broadly steady, with initial claims coming in below expectations, while the four-week average ticked higher.
Why it matters: Claims data still point to a tight-ish labor market, but the gradual uptick in the average is worth watching for any signs of a trend change.
Source: U.S. Department of Labor (as reported)
A group of major AI and cloud players is expected at the White House on March 4 to sign the “Rate Payer Protection Pledge”—a commitment aimed at ensuring the electricity needs of new AI data centers don’t spill over into higher household power bills.
Who’s expected to attend: Fox News reported Amazon, Google, Meta, Microsoft, xAI, Oracle, and OpenAI are slated to participate.
What the pledge is about: The initiative follows President Trump’s State of the Union push for tech firms to build/secure their own power supply for AI infrastructure—rather than leaning on local grids in a way that could raise consumer rates.
Why it’s happening now: Rapid AI data-center growth is tightening grid conditions and stoking political sensitivity around electricity prices—especially in regions with dense data-center clusters.
What to watch next: whether the pledge comes with enforceable mechanisms (contracts, tariffs, utility rules) or remains largely voluntary, and which firms formally confirm participation.
Source: Fox News Digital; Reuters; The Verge
U.S. Defense Secretary Pete Hegseth joked that he’s considered ordering “lots of pizza on random nights” to throw off the viral “Pentagon Pizza Report”—an online tracker that watches near-Pentagon pizza activity as a supposed open-source signal of looming military moves.
Hegseth made the comment during a Fox News appearance, suggesting that a sudden spike in Domino’s orders could simply be him “on an app,” deliberately confusing the tracker.
The “Pentagon Pizza Report” phenomenon typically relies on publicly visible indicators such as Google Maps “popular times” / live visit trends near major defense sites to infer late-night activity.
Source: The Hill (quoting Hegseth’s Fox News remarks).
The U.S. 5-Year Treasury Note auction cleared at 3.615%, down from 3.823% previously pointing to lower intermediate yields versus the last auction print and suggesting demand was firm enough to accept a lower stop-out rate. Market focus now shifts to how the 5s segment trades post-auction (curve shape, real yields, and USD sensitivity).
Source: U.S. Treasury (auction results)
U.S. mortgage data showed slightly cheaper borrowing costs, a modest rebound in applications, and a stronger refinance response—while purchase demand stayed lower.
Why it matters: lower rates tend to lift refinancing first; the softer purchase index suggests homebuying demand remains rate-sensitive and uneven.
Source: MBA (Mortgage Bankers Association)