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October 15, 2026
UK Growth Resilience Continues in August
October 15, 2026 7:32 AM UTC
In the event, growth did not contract by 0.1% m/m as consensus had expected, but grew 0.1% in August. While the month-on-month number can be volatile, the more reliable 3-month measure is showing the economy is proving to be a lot more resilient than many had expected. The better growth outturn alon
UK Growth Resilience Continues in August
October 15, 2026 7:32 AM UTC
In the event, growth did not contract by 0.1% m/m as consensus had expected, but grew 0.1% in August. While the month-on-month number can be volatile, the more reliable 3-month measure is showing the economy is proving to be a lot more resilient than many had expected. The better growth outturn alon
EUR/USD, GBP/USD, USD/JPY flows - false extensions as bonds U-turn
October 15, 2026 6:57 AM UTC
Some exhaustion showing, with bond demand on weakness highlighting how far and fast mkt has already moved
Better outright and hedging demand tending to show into knee-jerks, from bonds to JPY
UK GDP beats again, although also already has a lot of tightening priced in. Cable dollar-led
October 14, 2026
Preview: Due September 30 - U.S. Q3 Employment Cost Index - Slower but with yr/yr growth stable
October 14, 2026 3:03 PM UTC
We look for the Q3 employment cost index (ECI) to increase by 0.8%, slower than two preceding quarters at 0.9% but leaving yr/yr growth stable at 3.4% for a third straight quarter.
Preview: Due October 15 - U.S. September Retail Sales - Subdued end to a respectable Q3
October 14, 2026 1:51 PM UTC
We expect September sales to rise by 0.1% overall and by 0.4% ex autos. However the gains will come fully from price-induced gains in gasoline. We expect sales to fall by 0.1% ex autos and gasoline and by 0.3% ex gasoline.
Preview: Due October 15 - U.S. September PPI - Inflationary pressure still significant
October 14, 2026 1:45 PM UTC
We expect September PPI to increase by 0.6% overall led by energy with 0.3% gains in both core rates, ex food and energy and ex food, energy and trade. This will suggest inflationary pressures remain elevated, with little sign of slowing at the producer level.
U.S. September CPI - Makes a case for tightening, will Warsh?
October 14, 2026 1:20 PM UTC
September’s core CPI is stronger than expected at 0.3% and at 0.335% before rounding a clear disappointment, with the strength broader based than August’s 0.29% when almost 0.1% came from what has proven a one-time bounce in telephone services. Overall CPI rise by 0.6% as expected, but was 0.649
U.S. September CPI - Makes a case for tightening, will Warsh?
October 14, 2026 1:19 PM UTC
September’s core CPI is stronger than expected at 0.3% and at 0.335% before rounding a clear disappointment, with the strength broader based than August’s 0.29% when almost 0.1% came from what has proven a one-time bounce in telephone services. Overall CPI rise by 0.6% as expected, but was 0.649