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June 25, 2026 1:40 PM UTC
The latest US data is mostly strong, with an upward revision to Q1 GDP, stronger than expected May personal income and spending, still firm core PCE prices, lower initial claims and strength in May durable goods orders outside a fall in transport. However the Q1 GDP revision was mixed, with a signif
June 25, 2026 12:09 PM UTC
We expect an advance May goods trade deficit of $87.8bn, up from $83.0bn in April and the widest deficit since December. We expect exports and imports to both show strong gains, rising by 4.0% and 4.5% respectively. Even if exports and imports saw the same gain in percentage terms, the deficit would
June 25, 2026 7:12 AM UTC
We expect June’s non-farm payroll to rise by 115k overall and by 125k in the private sector, the former a slowing from 172k in May but the latter marginally stronger than May’s 120k increase. We expect the unemployment rate to remain at 4.3% for a fourth straight month and an in line with trend