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October 28, 2026
October 27, 2026
Preview: Due November 10 - U.S. October CPI - A more moderate month
October 27, 2026 6:56 PM UTC
We expect more subdued CPI in October after two straight disappointing 0.3% gains in the core rate, with October’s core rate seen at 0.2%, 0.22% before rounding. Gasoline prices have seen only a marginal rise on the month, and we expect overall CPI to also rise by 0.2%, though at 0.24% before roun
Preview: Due November 10 - U.S. October CPI - A more moderate month
October 27, 2026 6:55 PM UTC
We expect more subdued CPI in October after two straight disappointing 0.3% gains in the core rate, with October’s core rate seen at 0.2%, 0.22% before rounding. Gasoline prices have seen only a marginal rise on the month, and we expect overall CPI to also rise by 0.2%, though at 0.24% before roun
Preview: Due November 4 - U.S. October ADP Employment - Maintaining a moderate trend
October 27, 2026 4:13 PM UTC
We expect an 65k increase in October’s ADP estimate for private sector employment. The 4 week average from ADP’s weekly report for the week to October 10, the week before the monthly survey, was 16.5k, broadly consistent with our forecast.
Preview: Due October 28 - U.S. September Advance Goods Trade Balance - Deficit to widen further
October 27, 2026 2:54 PM UTC
We expect an advance September goods trade deficit of $137.0bn, up from $132.1bn in August and the widest since a record pre-tariff deficit seen in March 2025 of $158.7bn. The September deficit, as was August’s, is likely to be higher than anything seen before Q1 2025.
U.S. Septenber New Home Sales, October Consumer Confidence - Surprising resilience, notably on labor signal
October 27, 2026 2:19 PM UTC
September new home sales, down a marginal 0.6% to 676k, have held up better than expected, while October consumer confidence with a bounce to 91.7 from 84.2 is even more surprising, reaching its highest level since June.
U.S. September Durable Goods Orders - Some loss of underlying momentum in Q3
October 27, 2026 12:47 PM UTC
September durable goods orders are in line with expectations, up by 1.8% overall and 0.5% ex transport. The ex transport trend remains positive but has lost some momentum in Q3 after a very strong Q2.
U.S. September Durable Goods Orders - Some loss of underlying momentum in Q3
October 27, 2026 12:47 PM UTC
September durable goods orders are in line with expectations, up by 1.8% overall and 0.5% ex transport. The ex transport trend remains positive but has lost some momentum in Q3 after a very strong Q2.
FX Daily Strategy: N America, Oct 27
October 27, 2026 10:04 AM UTC
Dollar starts the week with a lift into event risk, as US tech and US yields see some bounce
BRL very much its own step adjustment, but does further reinforce a wider EM carry turn
Interesting one to monitor and to keep tabs on what sits on the other side