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BOE Preview After CPI: Hawkish Noises
July 22, 2026 6:11 AM UTC
• The BOE will likely maintain a hawkish bias on July 30, but are unlikely to signal a September hike. The June CPI did not really change this picture, with the core unchanged at 2.6%. Though BOE Bailey recently noted the unstable process (in the Straits of Hormuz and for energy prices), he
Fed SLOOS on Bank Lending shows stronger demand for C+I loans
August 3, 2026 6:27 PM UTC
The Fed’s July Senior Loan Officer Opinion Survey of bank lending practices suggests a positive picture for commercial and industrial loans, particularly for large firms, presumably led by AI, though elsewhere the survey presents a less impressive picture.
Fed SLOOS on Bank Lending shows stronger demand for C+I loans
August 3, 2026 6:27 PM UTC
The Fed’s July Senior Loan Officer Opinion Survey of bank lending practices suggests a positive picture for commercial and industrial loans, particularly for large firms, presumably led by AI, though elsewhere the survey presents a less impressive picture.
U.S. July ISM Manufacturing - Strong but with supply problems
August 3, 2026 2:26 PM UTC
July’s ISM manufacturing index of 55.6 from 53.3 is stronger than expected and the highest since May 2022, suggesting this year’s manufacturing revival, led by AI-related business investment, is accelerating further.