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August 14, 2026
August 13, 2026
Preview: Due August 26 - U.S. July Durable Goods Orders - Still firm, if with some slowing on prices
August 13, 2026 2:51 PM UTC
We expect a 0.6% increase in July durable goods orders with a 0.7% increase ex defense and a 0.8% increase ex transport. This will suggest some loss of what remains healthy underlying momentum, though the slowing probably reflects prices more than volumes.
Preview: Due August 14 - U.S. July Retail Sales - Some loss of momentum, but still resilient
August 13, 2026 2:03 PM UTC
We expect June retail sales to unchanged overall, the weakest since a matching January, with a 0.2% increase ex autos, which would reverse a 0.2% June decline. Ex auto and gasoline we expect a second straight 0.4% increase.
Preview: Due August 14 - U.S. July Retail Sales - Some loss of momentum, but still resilient
August 13, 2026 2:02 PM UTC
We expect June retail sales to unchanged overall, the weakest since a matching January, with a 0.2% increase ex autos, which would reverse a 0.2% June decline. Ex auto and gasoline we expect a second straight 0.4% increase.
U.S. July PPI - Inflationary pressures persist outside corrections in some sectors
August 13, 2026 1:03 PM UTC
Initial claims at 209k from 200k are still low but appear to be normalizing after some very low recent outcomes, which turned out to contradict a weak July non-farm payroll. July PPI looks subdued overall at unchanged and 0.2% ex food and energy, but a 0.4% increase ex food and energy and trade show
U.S. July PPI - Inflationary pressures persist outside corrections in some sectors
August 13, 2026 1:03 PM UTC
Initial claims at 209k from 200k are still low but appear to be normalizing after some very low recent outcomes, which turned out to contradict a weak July non-farm payroll. July PPI looks subdued overall at unchanged and 0.2% ex food and energy, but a 0.4% increase ex food and energy and trade show
FX Daily Strategy: N America, Aug 13
August 13, 2026 9:10 AM UTC
UK GDP holds up, though recent trend still stagnates
US CPI unexciting, though unexciting enough to leave dollar unshaken
The volatility slide and gold/silver/metals rally helping out AUD at present
Norge Bank on hold and ahead of the curve