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October 30, 2026
October 29, 2026
EZ Q3 GDP to Show Ongoing Resilience
October 29, 2026 9:00 PM UTC
GDP is expected to grow 0.2% q/q in Q3 following a large quarterly gain of 0.6% in Q2, a figure that had been boosted by Ireland’s significant expansion of 10.2% q/q - driven largely by a surge in multinational-dominated sectors, led by Information & Communication and high-value industry. Once Ire
EZ Q3 GDP to Show Ongoing Resilience
October 29, 2026 9:00 PM UTC
GDP is expected to grow 0.2% q/q in Q3 following a large quarterly gain of 0.6% in Q2, a figure that had been boosted by Ireland’s significant expansion of 10.2% q/q - driven largely by a surge in multinational-dominated sectors, led by Information & Communication and high-value industry. Once Ire
Preview: Due November 4 - U.S. September Trade Balance - Deficit moving higher
October 29, 2026 4:18 PM UTC
We expect a September trade deficit of $107.9bn, up from $105.6bn in August and the widest since a record pre-tariff deficit seen in March 2025 of $133.0bn. The September deficit, as was August’s, is likely to be higher than anything seen before Q1 2025.
ECB Review: ECB Stays Put But December Hike Likely
October 29, 2026 3:28 PM UTC
As expected, the ECB kept the deposit rate unchanged at 2.50% but President Lagarde’s comments in the press conference largely paved the way for a 25bp hike in December, unless it is derailed by a further deterioration in financing conditions and a sharp worsening of the growth outlook. President
ECB Review: ECB Stays Put But December Hike Likely
October 29, 2026 3:27 PM UTC
As expected, the ECB kept the deposit rate unchanged at 2.50% but President Lagarde’s comments in the press conference largely paved the way for a 25bp hike in December, unless it is derailed by a further deterioration in financing conditions and a sharp worsening of the growth outlook. President
Preview: Due November 2 - U.S. October ISM Manufacturing - Stable and positive
October 29, 2026 2:57 PM UTC
There does not appear to be any reason to expect much change in October’s ISM manufacturing index. We expect no change from September’s 54.5, which was only marginally changed from 54.6 in August. The data will continue to imply healthy manufacturing expansion, fueled by AI.
Preview: Due October 30 - Canada August GDP - A rise that may not be repeated in September
October 29, 2026 1:52 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.