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August 18, 2026
U.S. July Industrial Production - Healthy excluding a dip in autos
August 18, 2026 1:33 PM UTC
July industrial production with a 0.2% increase was slightly weaker than expected but manufacturing with a 0.2% increase was in line. A 0.4% increase in manufacturing ex autos however hints at some underlying strength.
U.S. July Industrial Production - Healthy excluding a dip in autos
August 18, 2026 1:33 PM UTC
July industrial production with a 0.2% increase was slightly weaker than expected but manufacturing with a 0.2% increase was in line. A 0.4% increase in manufacturing ex autos however hints at some underlying strength.
August 17, 2026
From Hanging Chads to Hanging By a Thread – ‘Alternative’ US Election Risk Scenarios
August 17, 2026 9:22 AM UTC
* Without being alarmist, the market arguably needs to factor in the risk that the elections do not proceed smoothly to a clean conclusion. At the moment, there is no risk premia
* The markets hope that the destination is some degree of gridlock and thus reduction in extreme policy (albeit with mixed
August 14, 2026
August 13, 2026
Preview: Due August 14 - U.S. July Retail Sales - Some loss of momentum, but still resilient
August 13, 2026 2:02 PM UTC
We expect June retail sales to unchanged overall, the weakest since a matching January, with a 0.2% increase ex autos, which would reverse a 0.2% June decline. Ex auto and gasoline we expect a second straight 0.4% increase.
August 12, 2026
Big EM Currencies: No U.S. Yield Pressure
August 12, 2026 7:55 AM UTC
· Our view remains that major EM currencies outlooks are being driven by relative domestic fundamentals versus the U.S. No major tensions are being seen from rising U.S. Treasury yields and Fed tightening fears. H2 2026 will likely see the choppy EM FX conditions continue against the