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November 5, 2025 9:44 AM UTC
As we anticipated in our preview, the Riksbank Board is pleased with the data flow since its last and very probably final rate cut on Sep 23 (to 1.75%). GDP indicators suggest a strong Q3 showing of over 1% q/q while previously troublesome CPI data have softened appreciably thereby confirming (bot

November 4, 2025 3:59 PM UTC
October US CPI, while scheduled on November 13, may never be released even if the government shutdown is resolved, given lack of data collection during the month of October. However what the number would have been does matter. Our forecast is for a 0.2% increase overall, with a 0.3% rise ex food a

November 3, 2025 4:01 PM UTC
Notably, the level of UK GDP has hardly moved since March but we think there will be distinct setback in the September numbers where the cyber-attack of JLR vehicle manufacturing may be sizeable – car reduction may have fallen some 25% m/m-plus in the month alone. As a result, we see September G

October 31, 2025 10:39 AM UTC
With what were previously unfavourable energy-related base effects reversing, EZ inflation edged down 0.1 ppt to 2.1% in October, largely in line with consensus thinking, but with the main core rate stable at 2.4%. The latter reflected a slight pick-up in services (up 0.2 ppt to a six-mth high of