View:
September 09, 2026
Preview: Due September 10 - U.S. August Existing Home Sales - Pending home sales suggest slippage
September 9, 2026 12:23 PM UTC
We expect August existing home sales to see a third straight monthly fall, by 2.0% to 3.98m, which would be the lowest level since a matching June 2025. That would see yr/yr growth slip to -1.2% from a positive 0.7%.
Preview: Due September 10 - U.S. August PPI - Inflationary pressure still significant
September 9, 2026 12:06 PM UTC
We expect August PPI to increase by 0.4% overall with 0.3% gains in both core rates, ex food and energy and ex food, energy and trade. We expect a 2.2% increase in energy, not fully erasing a 3.5% July decline, and a 0.3% correction higher in food after a sharp 0.9% decline in July.
2026 Q2 Shadow Credit Ratings to Download in Excel
September 9, 2026 9:30 AM UTC
The Country Insights Model is a comprehensive quantitative tool for assessing country and sovereign risk by measuring a country’s risk of external and domestic financial shocks and its ability to grow. We produce Shadow Credit Ratings for 162 countries, comparable to those from credit rating agenc
U.S. Equity-Treasury Strains and Correction Risk
September 9, 2026 8:00 AM UTC
· Equity investors have taken note of higher U.S. Treasury yields, but the influence of the AI boom and corporate earnings is greater. Nevertheless, the U.S. equity market valuation means that it is stretched currently versus the U.S. Treasury market and could be hurt by moderate bad
September 08, 2026
Preview: Due September 25 - U.S. August Durable Goods Orders - Some signs momentum is slowing in Q3
September 8, 2026 5:43 PM UTC
We expect a 0.3% decline in August durable goods orders on a weak month for aircraft as implied by Boeing data, but a 0.7% increase ex transport. This would be slightly stronger than July’s 0.4% but would still suggest some loss of momentum in Q3.