- — Is the Euro area economy strong enough for another ECB hike?
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at 8/26/26 4:00amThe euro area composite flash Purchasing Managers’ Index rose to 52.1 in August, beating Barclays’ forecast of 51.7 and July’s 52, helped by solid manufacturing output that offset unchanged services activity, Barclays said, as the broker maintained its call for the European Central Bank to raise rates by 25 basis points at its September meeting. ...- — Fed minutes lean hawkish, but we don’t expect a hike
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at 8/26/26 4:00amThe minutes to the July FOMC meeting were expected to be relatively hawkish given three members voted for an immediate hike. However, the minutes reflect the views of the overall committee. We strongly suspect the members that are voting this year lean more dovish, especially given the poor jobs, benign inflation and weaker consumer numbers ... - — Euro Area Inflation Expectations Fall for 3rd Month
- at 8/26/26 4:00amMedian expectations for price growth over the next 12 months in the Euro Area eased to 2.9% in July 2026 from 3% in June. Expectations for inflation three years ahead also declined, to 2.7% from 2.8%, while the five-year outlook remained unchanged at 2.4%. However, uncertainty surrounding near-term inflation expectations remained elevated compared with levels ...
- — Europe’s Pitch Book: Doomed by demographics?
- at 8/25/26 3:00pmThe Draghi report sets out Europe’s structural problems clearly, starting with the two holy grails of long-term economic growth: working more hours and getting more done per hour. Without these two key sources, economic growth becomes very difficult. And we all know Europe’s demographics are moving in the wrong direction. As the report reiterated, the ...
- — EU imports of goods outpace exports in Q2 2026
- at 8/25/26 3:00pmIn the second quarter of 2026, the EU recorded a trade deficit of €21.8 billion, as goods imported from non-EU countries (€701.8 billion) exceeded exports (€680.0 billion). This is the first trade deficit registered since the second quarter of 2023, the last of a series of deficits fuelled by soaring energy costs observed between late ...
- — Hong Kong Exports Hit New Record Peak
- at 8/25/26 3:00pmHong Kong’s exports surged 50.7% year-on-year to a record $672.5 billion in July 2026, although easing from 53.4% in June. Outbound shipments slowed for electrical machinery, apparatus and appliances, and electrical parts thereof (54% vs 57.2% in June), telecommunications and sound recording and reproducing apparatus and equipment (37.2% vs 69.9%), power generating machinery and equipment ...
- — Consumer confidence dips as economic uncertainty persists
- at 8/25/26 3:00pmThe latest data from the Conference Board has revealed a decline in consumer confidence, a key indicator of economic sentiment among consumers. The CB Consumer Confidence Index, which gauges the level of optimism that consumers have regarding the state of the economy, registered an actual figure of 89.4. This latest reading fell short of the ...
- — Japan seeks record $230 billion to service debt
- at 8/25/26 3:00pmJapans Finance Ministry plans to request a record ¥36.6 trillion ($230 billion) for debt-servicing costs in its initial budget for the fiscal year starting in April, according to a Bloomberg report Tuesday. The total includes approximately ¥16.6 trillion for interest payments and ¥20 trillion for debt redemptions. The combined amount represents a 17% increase from ...
- — New home sales fall short of expectations, signaling housing market challenges
- at 8/25/26 3:00pmIn a recent release of economic data, new home sales for the previous month were reported at 607,000 units. This figure fell short of market expectations, which had forecasted sales to reach 620,000 units. The lower-than-anticipated sales number indicates potential challenges within the housing market, which analysts are closely monitoring for signs of broader economic ...
- — Germany Q2 GDP Growth Revised Up
- at 8/25/26 3:00pmGermany’s economy expanded 0.3% in Q2 2026, revised up from 0.2% in the preliminary estimate but easing from 0.4% growth in the previous period. Ruth Brand, president of the Federal Statistical Office, said the economy maintained its growth momentum from early 2026, with exports remaining the main driver of expansion. Exports rose 2.0% (vs 2.4% ...
- — U.S. Home Prices Rise More Than Expected, Boosting Market Confidence
- at 8/25/26 3:00pmThe latest data from the SP/Case-Shiller House Price Index reveals a notable increase in the selling prices of single-family homes across 20 metropolitan areas in the United States. The index, which serves as a key indicator of housing market trends, showed an actual increase of 2.1%. This figure surpasses the forecasted growth rate of 1.8%, ...
- — Average weekly U.S. private payrolls rise 11,750 in four weeks ending Aug 8 – ADP
- at 8/25/26 3:00pmU.S. private employers added an average of 11,750 jobs a week in the four weeks ending on August 8, according to preliminary data from ADP Research on Tuesday. Hiring increased for the second consecutive week, with the figure rising from a prior level of 9,500 jobs. In July, the labor market unexpectedly shed jobs, fueling ...
- — German Ifo index is more evidence of the economy’s resilience
- at 8/25/26 3:00pmGermany’s most prominent leading indicator, the Ifo index, increased to 88.8 in August, from 86.6 in July. This is the fourth consecutive monthly increase, bringing the Ifo index to a one-year-high. Both the current assessment and the expectations component improved significantly. While it’s still too early to call this a self-sustained economic recovery, growth above ...
- — Japan Leading Index Revised Slightly Upward
- at 8/25/26 3:00pmJapan’s leading economic index, which gauges the outlook for economic activity in the coming months using indicators such as job offers and consumer sentiment, was revised slightly higher to 116.5 in June 2026 from 116.4 in the preliminary estimate, unchanged from an upwardly revised figure in May. The reading remained at its highest level since ...
- — Germany’s hot political autumn
- at 8/25/26 3:00pmIt is Germany’s super election year, and that is without a federal election. Two state elections at the start of the year, three more this autumn. State elections hit federal policymaking twice over: directly through the Bundesrat, which reviews every law parliament passes and can veto those touching state powers, and indirectly through the mood ...
- — Trump vows tariff retaliation in escalating trade dispute with Canada
- at 8/25/26 11:00amUS President Donald Trump said the US will hit Canada with 50% tariffs on all cars and trucks, automotive parts and steel starting Jan. 1, 2027, as a trade dispute between the two countries heats up after trade talks failed Aug. 21. The action would double tariffs on cars and create a fresh 50% tariff ...
- — China vows to protect Iran ties after US sanctions threat
- at 8/25/26 11:00amChina’s government said Tuesday it will take all necessary measures to protect its economic relationship with Iran after the US sanctioned dozens of Chinese entities and threatened action against a major financial institution over its dealings with Tehran. Foreign Ministry spokesperson Lin Jian said China’s relationship with Iran should not be disrupted or undermined. The ...
- — Iran says it is ‘fully prepared’ to counter widened US economic sanctions
- at 8/25/26 11:00amIran has said it is confident it can counter widened US sanctions after Washington announced what it described as an economic D-Day against the country to try to isolate it from the global economy. Iranian Economy Minister Ali Madanizadeh said Tehran was fully prepared for the sanctions, which he said would lead to another defeat ...
- — Trump targets Iran’s trade lifelines — here are the countries most exposed
- at 8/25/26 11:00amThe U.S. announced an “economic D-Day” campaign Monday to isolate Iran from the global economy, threatening penalties against “enablers” that continue doing business with Tehran. The move is part of Washington’s bid to sever the trade lifeline that has sustained Tehran’s economy through nearly six months of war. While enforcement details are sketchy, the threat ...
- — Bessent announces campaign to cut Iran from global economy; Tehran vows response
- at 8/25/26 4:00amTreasury Secretary Scott Bessent announced Monday that the United States is launching a campaign to isolate Iran from the global economy, warning that any country conducting business with Iran risks facing U.S. sanctions. Iran vowed to retaliate against the expanded sanctions, with officials telling local media that they were confident their major trading partners would ...
- — What happens when the AI capex cycle slows?
- at 8/25/26 4:00amAI-related capital spending is tracking around 40% growth in 2026, with consensus penciling in another 30% increase for 2027 hyperscaler capex, as strong hyperscaler balance sheets, a deep project pipeline and competitive dynamics keep spending elevated even as the pace decelerates, Wolfe Research said in recent note. Quarter-over-quarter growth in AI capex ran above 80% ...
As of 8/26/26 10:36am. Last new 8/26/26 5:38am.
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