Reports – Page 3 – Econometrix

Leading indicator – Feb ’26

Leading indicator yet to reflect external shocks.

Recap & Outlook is a single report focused on the key developments of the week.

Andi Michlo / April 23, 2026

Domestic retail sales (inflation-adjusted) growth slowed sharply in February to +1.6% y/y, from +4.4% y/y in January (revised).

In line with consensus estimates, headline consumer inflation remained broadly unchanged in March at +3.1% y/y.

Global institutions are beginning to reflect the expected slowdown in economic growth resulting from the Iran war.

Recap & Outlook is a single report focused on the key developments of the week.

Even the best leading indicators will struggle to keep pace with the rapidity of the Iran war disruptions. The Iran

Unsurprisingly, given the surge in inflation expectations in recent months in the wake of the Iran war, the IMF has

Near-unprecedented disruption in the era of globalisation