View:

November 10, 2025 10:49 AM UTC
After the upside (and broad) June CPI surprise, CPI inflation rose further, up another 0.2 ppt to 3.8% in July and stayed there for the two following months, with the September outcome having been lower-than-expected outcome in what we (and the BoE) think will be the inflation peak. Indeed, we see

November 10, 2025 8:24 AM UTC
• Less food price decline, plus government pressure to curtail price wars, helped headline and core CPI move higher. However, the September industrial production and retail sales figure shows that the imbalance between supply and domestic demand remains in place. The imbalance of supply a
November 10, 2025 5:07 AM UTC
Japan PM Takaichi says not ruling out a sales tax cut
Japan’s Takaichi abandons annual budget target, takes softer fiscal consolidation stance
US Senate has approved the first vote needed to reopen government
China suspends special port fees on US ships for one year