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October 06, 2026
BoE patience on inflation outlook will be tested the longer conflict goes on
October 6, 2026 1:33 PM UTC
Recent comments by BoE members continue to show a divergence of views between those who prefer a pre-emptive rate hike and those who want to see evidence that the initial oil shock is spreading to the rest of the economy. The three members who voted for a hike last month (Pill, Mann and Green) warn
BoE patience on inflation outlook will be tested the longer conflict goes on
October 6, 2026 1:32 PM UTC
Recent comments by BoE members continue to show a divergence of views between those who prefer a pre-emptive rate hike and those who want to see evidence that the initial oil shock is spreading to the rest of the economy. The three members who voted for a hike last month (Pill, Mann and Green) warn
Despite tariffs, US trade deficits increasing and Canadian trade surpluses increasing
October 6, 2026 1:16 PM UTC
A wider than expected August US trade deficit of $105.6bn from $92.8bn contrasts with a wider than expected August Canadian trade surplus of C$4.2bn versus C$0.79bn in July. The US deficit is the largest since the pre-tariff record of $133.0bn in March 2025. Canada’s August surplus is the widest s
Despite tariffs, US trade deficits increasing and Canadian trade surpluses increasing
October 6, 2026 1:15 PM UTC
A wider than expected August US trade deficit of $105.6bn from $92.8bn contrasts with a wider than expected August Canadian trade surplus of C$4.2bn versus C$0.79bn in July. The US deficit is the largest since the pre-tariff record of $133.0bn in March 2025. Canada’s August surplus is the widest s
Preview: Due October 15 - U.S. September Retail Sales - Subdued end to a respectable Q3
October 6, 2026 11:43 AM 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 Retail Sales - Subdued end to a respectable Q3
October 6, 2026 11:41 AM 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.
October 05, 2026
U.S. September ISM Services - Fairly stable but with prices picking up
October 5, 2026 2:13 PM UTC
Contrasting a significantly improved S and P services PMI of 58.8, September’s ISM services index of 54.9 is slightly lower than expected and down from 55.4 in August, though still maintaining a fairly stable profile at a level that implies a respectable pace of economic growth.