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October 15, 2026
Preview: Due October 29 - U.S. September Personal Income and Spending - Four-month high for core PCE prices
October 15, 2026 6:03 PM UTC
September’s personal income and spending report may be overshadowed by the Q3 GDP release which is due at the same time and will include Q3 totals for each of its components. We expect a 0.3% rise in personal income and a 0.6% rise in spending, with overall PCE prices up by 0.5%, exceeding perso
Preview: Due October 29 - U.S. September Personal Income and Spending - Four-month high for core PCE prices
October 15, 2026 6:03 PM UTC
September’s personal income and spending report may be overshadowed by the Q3 GDP release which is due at the same time and will include Q3 totals for each of its components. We expect a 0.3% rise in personal income and a 0.6% rise in spending, with overall PCE prices up by 0.5%, exceeding perso
Preview: Due October 30 - Canada August GDP - A rise that may not be repeated in September
October 15, 2026 4:15 PM UTC
We expect a 0.2% increase in August Canadian GDP, in line with the estimate given with July’s data, though risk is for lower rather than higher. We expect an unchanged preliminary estimate for September, weakness in employment and rising risk from fresh US tariffs.
Preview: Due October 16 - U.S. September Industrial Production - Rebound from a weak August
October 15, 2026 3:14 PM UTC
We expect a strong 1.0% increase in September industrial production after flat August with manufacturing up by 0.6% after a 0.3% August decline. This would restore a positive trend after a weak month.
U.S. September Retail Sales and PPI, October Philly Fed and Empire State, Initial Claims - Generally strong
October 15, 2026 1:15 PM UTC
The latest set of US data is on the firm side of expectations, September PPI at 1.3% overall and 0.7% ex food and energy, September retail sales at 0.8%, 0.9% ex autos. Underlying gains of 0.5% for PPI ex food energy and trade and 0.2% for retail sales ex autos and gasoline are less firm but far fro
U.S. September Retail Sales and PPI, October Philly Fed and Empire State, Initial Claims - Generally strong
October 15, 2026 1:15 PM UTC
The latest set of US data is on the firm side of expectations, September PPI at 1.3% overall and 0.7% ex food and energy, September retail sales at 0.8%, 0.9% ex autos. Underlying gains of 0.5% for PPI ex food energy and trade and 0.2% for retail sales ex autos and gasoline are less firm but far fro
UK Growth Resilience Continues in August
October 15, 2026 7:32 AM UTC
In the event, growth did not contract by 0.1% m/m as consensus had expected, but grew 0.1% in August. While the month-on-month number can be volatile, the more reliable 3-month measure is showing the economy is proving to be a lot more resilient than many had expected. The better growth outturn alon
UK Growth Resilience Continues in August
October 15, 2026 7:32 AM UTC
In the event, growth did not contract by 0.1% m/m as consensus had expected, but grew 0.1% in August. While the month-on-month number can be volatile, the more reliable 3-month measure is showing the economy is proving to be a lot more resilient than many had expected. The better growth outturn alon
EUR/USD, GBP/USD, USD/JPY flows - false extensions as bonds U-turn
October 15, 2026 6:57 AM UTC
Some exhaustion showing, with bond demand on weakness highlighting how far and fast mkt has already moved
Better outright and hedging demand tending to show into knee-jerks, from bonds to JPY
UK GDP beats again, although also already has a lot of tightening priced in. Cable dollar-led