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December 10, 2025
December 09, 2025
Preview: Due December 16 - U.S. October/November Employment (Non-Farm Payrolls) - Slow but still positive in the private sector
December 9, 2025 5:01 PM UTC
The Labor Department will release October and November non-farm payroll data on December 16. We expect November to see gains of 40k both overall and in the private sector. However we expect October to see a decline of 10k overall but a 55k increase in the private sector.
U.S. September/October JOLTS report - Mostly a resilient message
December 9, 2025 3:25 PM UTC
The Labor Dep’t has released the JOLTS report on labor turnover for both September and October, with the September data being partial but the October release surveyed as originally planned. The picture is on the strong side of expectations and the pre-shutdown trend.
U.S. November NFIB survey shows significant acceleration in selling prices
December 9, 2025 1:11 PM UTC
The most notable feature of November’s NFIB survey of Small Business Optimism was a sharp rise in the proportion reporting higher selling prices, to 34% from 21%, reaching the highest level since March 2023. Why such as sharp bounce has some this month is difficult to explain but it could be that
BoE Preview (Dec 18): How Big a Split?
December 9, 2025 11:29 AM UTC
That the BoE will deliver a fifth 25 bp rate cut (to 3.75%) on Dec 18 is almost certain, even after a Budget that did not accentuate current emerging demand weakness. The question is whether the MPC vote will be as close as the 5:4 split seen last month but with Governor Bailey switching sides.
