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October 19, 2026 8:46 AM UTC
This week’s CPI headline is expected to continue to reflect the impact of the oil price shock with markets seeing an increase to 3.4% y/y in September from 3.1% before. To date, energy has been the main culprit behind the rise in headline inflation with goods also showing a modest increase (see Fi

October 16, 2026 9:05 AM UTC
· The surge in U.S. household wealth from the post GFC boom in equity and house prices has meant household lending has been subdued but not hitting consumption. The AI infrastructure lending boom needs to be watched in the coming years, especially with the U.S. easing capital ratios.
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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