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November 11, 2026
Preview: Due November 17 - U.S. October Retail Sales - Momentum solid but some risk of slowing
November 11, 2026 1:15 PM UTC
We expect October retail sales to rise by 0.2% overall and by 0.4% ex autos, with a 0.3% increase ex auto and gasoline. There is some risk that Q3’s impressive resilience in retail sales will fade in Q4, but we do not expect October data to give any strong signals of that.
Preview: Due November 17 - U.S. October Retail Sales - Momentum solid but some risk of slowing
November 11, 2026 1:14 PM UTC
We expect October retail sales to rise by 0.2% overall and by 0.4% ex autos, with a 0.3% increase ex auto and gasoline. There is some risk that Q3’s impressive resilience in retail sales will fade in Q4, but we do not expect October data to give any strong signals of that.
November 10, 2026
U.S. October Median CPI up 3.7% annualized, confirming CPI strength was broad based
November 10, 2026 8:19 PM UTC
Emphasizing the disappointing nature of the October CPI, the 0.3% rise in the Cleveland Fed’s Median CPI is consistent with the core CPI released earlier and the annualized pace of 3.7% is a 5-month high.
Bank of Canada Minutes from October 28 - Proceeding carefully
November 10, 2026 7:06 PM UTC
Minutes from the Bank of Canada meeting on October 28, which saw policy tightened by 25bps to 2.50%, do not provide many surprises. The BoC saw the outlook for inflation as much stronger than in its previous Monetary Policy Report produced in July, while the growth outlook had improved modestly. S
Bank of Canada Minutes from October 28 - Proceeding carefully
November 10, 2026 7:06 PM UTC
Minutes from the Bank of Canada meeting on October 28, which saw policy tightened by 25bps to 2.50%, do not provide many surprises. The BoC saw the outlook for inflation as much stronger than in its previous Monetary Policy Report produced in July, while the growth outlook had improved modestly. S