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September 16, 2025
September 15, 2025
Preview: Due September 16 - U.S. August Industrial Production - Aggregate hours suggest a decline
September 15, 2025 1:19 PM UTC
We expect August industrial production to fall by 0.4% with a matching 0.4% decline in manufacturing. This will be the steepest decline overall since October 2024 and the first decline in manufacturing since a 0.5% drop in April.
Sweden Riksbank Preview (Sep 23): Riksbank To Deliver Final Rate Cut?
September 15, 2025 1:09 PM UTC
Although noting the possible impact of recent both real activity and adjusted CPI data having delivered upside news and surprises, we adhere to our view that a further but final rate cut is looming and probably at the Sep 23 verdict. Indeed, we were disappointed that the Riksbank did not deliver a
Preview: Due September 16 - Canada August CPI - Higher as year ago weakness drops out
September 15, 2025 1:09 PM UTC
Weakness a year ago is likely to see August Canadian CPI picking up on a yr/yr basis, we expect to 2.0% from 1.7%. The Bank of Canada’s core rates are likely to remain fairly stable, and above the 2.0% target.
U.S. September Empire State Manufacturing Survey - Softer but underlying picture near flat and prices still firm
September 15, 2025 12:48 PM UTC
September’s Empire State manufacturing index at -8.7 from a positive 11.9 has broken a string of three straight positives which followed four straight negatives. The index is volatile but now it looks like that the three straight positives were not signaling an untrend. The underlying picture is p
Preview: Due September 16 - U.S. August Retail Sales - Autos to slip, but core rates to maintain trend
September 15, 2025 12:16 PM UTC
We expect a modest 0.2% increase in August retail sales restrained by a correction lower in auto sales. However we expect the core rates ex autos and ex autos and gasoline to maintain trend with gains of 0.4%.