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August 14, 2026 7:05 AM UTC
• China could reduce its excess current account surplus by a package of real Yuan appreciation; industrial policy reform to clean up excess production and structural boosts to safety nets that can sustainably boost consumption share in GDP. China authorities are reluctant to adopt these
August 14, 2026 7:03 AM UTC
Low vol summer, extreme lows may be suggestive of more noise ahead, eventually
Further sources talk of BoJ mulling Sep and faster
UK byelection finishes with Reform winning locally, but losing nationally
August 13, 2026 2:51 PM UTC
We expect a 0.6% increase in July durable goods orders with a 0.7% increase ex defense and a 0.8% increase ex transport. This will suggest some loss of what remains healthy underlying momentum, though the slowing probably reflects prices more than volumes.
August 13, 2026 2:03 PM UTC
We expect June retail sales to unchanged overall, the weakest since a matching January, with a 0.2% increase ex autos, which would reverse a 0.2% June decline. Ex auto and gasoline we expect a second straight 0.4% increase.

August 13, 2026 2:02 PM UTC
We expect June retail sales to unchanged overall, the weakest since a matching January, with a 0.2% increase ex autos, which would reverse a 0.2% June decline. Ex auto and gasoline we expect a second straight 0.4% increase.