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Europe: Anti-Immigration Vs More Negative Demographics
May 22, 2026 8:12 AM UTC
A significant demographic tremor is gaining speed and breadth - globally. Just as politics – certainly in the west - is framed around ending or at least reducing and controlling immigration, it seems that the populists at the helm of such thinking are not considering the ramifications of such a
Preview: Due June 9 - U.S. May Existing Home Sales - Some positive signals
June 8, 2026 12:31 PM UTC
We expect May existing home sales to increase by 2.0% to 4.10m, extending a marginal 0.2% increase in April but still not fully reversing March’s 2.9% decline. This would bring the first yr/yr increase since October 2025, by 1.5%, following a flat April.
Preview: Due June 9 - U.S. April Trade Balance - Advance goods data points to a lower deficit
June 8, 2026 12:18 PM UTC
We expect an April trade deficit of $55.5bn, down from $60.3bn in March though March’s deficit is likely to be revised lower, probably by around $2.0bn. The deficit appears to be stabilizing slightly below $60bn per month, which compares to around $75bn before Trump took office and implemented dra
