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October 12, 2026 4:05 PM UTC
The economy is expected to have contracted by -0.1% m/m in August following a gain of 0.4% in July. Recall that July’s outturn was better than markets had ben expecting with growth boosted by the services sector, computer programming, and a spending boom in AI and cloud computing activities. Beyon

October 12, 2026 4:04 PM UTC
The economy is expected to have contracted by -0.1% m/m in August following a gain of 0.4% in July. Recall that July’s outturn was better than markets had ben expecting with growth boosted by the services sector, computer programming, and a spending boom in AI and cloud computing activities. Beyon
October 12, 2026 1:54 PM UTC
We see scope for a marginal upward correction in September existing home sales, by 0.5% to 4.00m after three straight declines. However rising mortgage rates and Fed tightening are likely to bring renewed slippage in Q4.
October 12, 2026 11:28 AM UTC
While we look for a consensus 0.2% core CPI, background trends do suggest some risks
Both seasonals and high headline CPI months bring some generic upside skews
Along with French/euro developments, CPI prints are the major focus for the week, dollar defensively supported prior