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November 12, 2026
U.S. October Existing Home Sales - Rising mortgage rates having an impact
November 12, 2026 3:13 PM UTC
October existing home sales have resumed a negative trend with a steep 5.5% decline to follow a 1.0% increase in September, which was the first rise in four months. The level of 3.75m is the weakest since August 2010.
US Initial Claims still low but rise merits some attention
November 12, 2026 1:41 PM UTC
Initial claims at 200k remain very low, though have risen to a 4-week high from last week’s 191k (revised from 189k, which matched the July 18 low). The survey week for November’s non-farm payroll comes next week.
Preview: Due November 13 - U.S. October PPI - Firm if less so than in September
November 12, 2026 12:59 PM UTC
We expect October PPI to increase by 0.4% overall and 0.3% ex food and energy, still too high for comfort but considerably slower than respective gains of 1.3% and 0.7% in September. Ex food, energy and trade, we expect only a marginal slowing, to 0.4% from 0.5% in September.
Strong UK Growth in Q3, As Expected, Headwinds Still Ahead
November 12, 2026 8:16 AM UTC
The UK economy grew strongly in Q3, as expected, rising 0.7% q/q and boosted by solid activity in the service sector. In quarterly terms this is the strongest increase in two years and AI’s contribution to the economy continues to felt. As in recent quarters, output in that sector was driven by ad
Strong UK Growth in Q3, As Expected, Headwinds Still Ahead
November 12, 2026 8:16 AM UTC
The UK economy grew strongly in Q3, as expected, rising 0.7% q/q and boosted by solid activity in the service sector. In quarterly terms this is the strongest increase in two years and AI’s contribution to the economy continues to felt. As in recent quarters, output in that sector was driven by ad
GBP/USD, USD/JPY flows - UK GDP remains robust, dollar testing into some levels now
November 12, 2026 7:22 AM UTC
UK GDP remains robust at 0.7%q/q and 0.2%m/m in Sep
Cable remains dollar driven, running into next congestion level
Dollar more broadly finding some levels, including 160 on USD/JPY where intervention talk resurfacing