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Preview: Due December 16 - U.S. October Retail Sales - Autos to lead a dip
December 5, 2025 8:06 PM UTC
We expect a 0.4% decline in October retail sales in September, with autos set to be the main negative after the expiry of a tax credit for electrical vehicle purchases. Elsewhere however we expect subdued data, with a 0.1% increase ex autos and a rise of 0.2% ex autos and gasoline.
RBI Cuts Repo Rate to 5.25% as Inflation Hits Record Lows
December 5, 2025 4:28 PM UTC
The RBI’s December cut marks a decisive shift toward pro-growth policy at a moment of exceptionally low inflation. With the economy outperforming and price pressures collapsing, the central bank is signalling confidence—but the trajectory of the rupee and the uncertainty of US trade policy remai
FOMC Preview for December 10: A close call for a 25bps easing
December 5, 2025 4:09 PM UTC
The FOMC meets on December 10 in what looks sure to be a hotly debated decision, though a 25bps easing in the Fed Funds target range to 3.50-3.75% looks likely, justified by labor market risks. However, at least two hawkish dissents for unchanged policy are likely. The meeting will deliver updated d
U.S. September Core PCE Prices consistent with CPI, December Michigan CSI sees inflation expectations fall
December 5, 2025 3:27 PM UTC
September PCE prices at 0.3% overall, 0.2% ex food and energy are in line with expectations with the respective gains before rounding at 0.269% and 0.198%. December’s Michigan CSI has seen inflation expectations easing, which will provide some comfort to the Fed.
Bank of Canada Preview for December 10: Stronger data reinforces case for a pause
December 5, 2025 2:31 PM UTC
The Bank of Canada looks highly likely to leave rates at 2.25% when it meets on December 10. After easing in both September and October, the BoC after its October move stated rates were now at about the right level if the economy evolved in line with its expectations. With Q3 GDP and November employ
Canada November Employment - Third straight strong rise, unemployment lowest since July 2024
December 5, 2025 2:00 PM UTC
Canada’s November employment report has surprised on the upside for a third straight month, rising by 53.6k, and this time with a sharp fall in unemployment to 6.5% from 6.9%. While the Bank of Canada is unlikely to be thinking about tightening yet, the data adds to hopes generated by a 2.6% annua
