October 15, 2026
8 sources
GDP & Macro RealityOfficial figures showed the UK economy expanded slightly in August when analysts had expected a small decline, and the IMF said Britain does not need to accelerate its deficit reduction.
October 15, 2026
7 sources
Economic CommentarySeptember producer prices rose at their fastest monthly pace since March 2022 while retail sales expanded and weekly jobless claims stayed near their recent lows.
October 14, 2026
6 sources
GDP & Macro RealityThe Social Security Administration set the 2027 cost-of-living adjustment at 3.6% for 76 million recipients, as the programme becomes a central argument in the midterm campaign.
October 14, 2026
8 sources
GDP & Macro RealityThe annual inflation rate accelerated from August and came in above expectations, and traders immediately lifted the odds of another Federal Reserve rate rise.
October 13, 2026
5 sources
GDP & Macro RealityProcurement is on track for a record even as the cost-cutting drive claimed reductions elsewhere.
October 13, 2026
5 sources
GDP & Macro RealityOne account has September sales rising for the first time since May; another has sales at their lowest in more than a decade.
October 12, 2026
5 sources
GDP & Macro RealityLVMH’s biggest division shrank in the third quarter and Citi cut its target on a Hong Kong-listed jeweller, both citing consumer pressure.
October 12, 2026
9 sources
Think Tanks & ResearchThe award lands as the central banks their research helped shape are raising rates into an energy shock.
October 12, 2026
7 sources
Economic CommentaryThe Institute for Fiscal Studies says Healey needs a top-up of billions of pounds to meet the government’s plans, while the chancellor prepares to tell the IMF that big economies must get their borrowing under control.
October 12, 2026
8 sources
GDP & Macro RealityThe University of Michigan’s preliminary index dropped to 46.3 in October from 48.1 in September, and Bloomberg reports that Wall Street now treats the exhausted American shopper as the main threat to the equity market.
October 11, 2026
9 sources
GDP & Macro RealityThe Energy Department has authorised exchanges of reserve oil to two companies after the storm disrupted Gulf Coast supply.
October 10, 2026
6 sources
GDP & Macro RealityJapan’s prime minister is distancing herself from reflation after US complaints about the weak yen, while her finance minister reopens a review of more than 200 government funds.
October 10, 2026
9 sources
GDP & Macro RealityA Federal Reserve Bank of New York study finds tariffs account for the increase in consumer goods prices, as refunds start flowing back to companies and class actions ask who really paid.
October 9, 2026
8 sources
GDP & Macro RealityA second consecutive monthly employment decline pushed the jobless rate to 6.5 percent and all but closed the door on a Bank of Canada rate rise.
October 9, 2026
8 sources
GDP & Macro RealityThe University of Michigan’s preliminary October index came in below forecasts, and its gauge of current conditions was the weakest on record.
October 9, 2026
5 sources
GDP & Macro RealityHiring nearly stalled last month while weekly layoff filings stayed below 200,000, leaving a labor market that is slow to hire and slow to fire.
October 8, 2026
7 sources
GDP & Macro RealityThe World Trade Organization doubled its estimate for merchandise trade growth this year, crediting AI investment for offsetting disruption from the Middle East conflict.
October 7, 2026
6 sources
GDP & Macro RealityA quarter of any tariff increase eventually reaches consumer goods prices, and most of it arrives only after twelve months.
October 7, 2026
9 sources
GDP & Macro RealityThe Reserve Bank of India lifted the repo rate by 25 basis points and raised its growth and inflation forecasts on the same day.
October 6, 2026
6 sources
GDP & Macro RealityThe Westpac-Melbourne Institute index fell 4.7% in October to its weakest reading since the 1990s, days after the Reserve Bank lifted rates to a 15-year high.
October 6, 2026
5 sources
GDP & Macro RealityAugust’s gap was the widest since just before the tariffs took effect last year, and economists now expect net trade to subtract from third-quarter growth.
October 5, 2026
9 sources
GDP & Macro RealityConfidence readings are the weakest in more than a decade even as households buy more, splitting the signal ahead of the holiday quarter.
October 5, 2026
8 sources
GDP & Macro RealityA soft employment report lands two weeks after the Fed’s rate increase and days before the minutes that explain it.
October 4, 2026
13 sources
GDP & Macro RealityHiring came in far below expectations and the jobless rate ticked up, weakening the case for another Federal Reserve rate increase this month.
October 3, 2026
8 sources
GDP & Macro RealityGrowth was the fastest in four years and beat the median forecast by more than a percentage point, with exports up 24.5%.
October 3, 2026
8 sources
Economic CommentaryConsumer prices rose 3.8% in the year to September, almost double the European Central Bank’s target.
October 3, 2026
10 sources
GDP & Macro RealityHiring came in far below forecasts and the Bureau of Labor Statistics cut its estimates for July and August.
October 2, 2026
9 sources
Economic CommentaryEnergy and fuel costs drove a September overshoot that leaves the rate close to double the European Central Bank’s target.
October 2, 2026
11 sources
GDP & Macro RealityHiring came in far below forecasts and the Bureau of Labor Statistics cut its tallies for the two prior months.
October 2, 2026
9 sources
Economic CommentaryConsumer prices rose 3.8 per cent in the year to September, up from 3.2 per cent in August and above the 3.6 per cent markets had expected.
October 2, 2026
8 sources
GDP & Macro RealityUS employers added 29,000 jobs last month and the unemployment rate rose to 4.2 per cent, adding to the case for the Federal Reserve to hold in October.
October 1, 2026
12 sources
GDP & Macro RealityFrom 1 October, states pick up a larger share of food-stamp costs just as tighter eligibility rules and a cost-of-living increase land together.
October 1, 2026
14 sources
GDP & Macro RealityThe final reading of second-quarter growth came in well above the previous estimate and above forecasts, on the same week that household confidence fell to its lowest level in more than a decade.
September 30, 2026
8 sources
Economic CommentaryEnergy prices pushed inflation in the bloc’s largest economies to multiyear highs, and analysts now expect the euro-wide figure to overshoot too.
September 30, 2026
9 sources
GDP & Macro RealityThe final estimate of spring output was stronger than economists expected, while the Conference Board’s confidence index fell to its lowest reading in more than a decade.
September 30, 2026
15 sources
GDP & Macro RealityThe Conference Board index dropped 6.7 points to 81.9, the weakest reading since 2014.
September 29, 2026
6 sources
GDP & Macro RealityThe Conference Board index came in at 81.9 for September, far below consensus, while the University of Michigan gauge fell to its second-lowest reading on record.
September 29, 2026
12 sources
GDP & Macro RealityWashington and Beijing each named non-sensitive products for more favourable tariff treatment, but set no timeline and excluded the largest US farm export.
September 29, 2026
9 sources
GDP & Macro RealityThe Conference Board’s index fell 6.7 points in September as households turned more negative on prices and on the labour market.
September 28, 2026
13 sources
GDP & Macro RealityThe agency lifted its global growth forecast while naming AI spending as the central downside risk.
September 28, 2026
17 sources
GDP & Macro RealityWashington and Beijing named goods for reduced duties after the Trump and Xi meeting, though accounts of the package size differ.
September 28, 2026
10 sources
GDP & Macro RealityThe University of Michigan index fell to 48.1 in September as inflation worries deepened across party lines.
September 27, 2026
13 sources
GDP & Macro RealityBeijing and Washington set out a reciprocal tariff reduction and a dialogue on AI after Xi Jinping’s state visit, with detail promised on Monday.
September 27, 2026
10 sources
GDP & Macro RealityThe University of Michigan’s final September reading dropped as households reported deepening worries about prices, and year-ahead inflation expectations rose.
September 27, 2026
10 sources
GDP & Macro RealityThe University of Michigan index hit a four-month low in September and year-ahead inflation expectations rose to 4.6%.
September 26, 2026
5 sources
GDP & Macro RealityGoldman Sachs raised its estimate for July to September growth after core capital goods orders came in strong, even though total durable goods orders did not move in August.
September 26, 2026
14 sources
GDP & Macro RealityThe University of Michigan headline index dropped for a second month, and outlets disagree on whether that is a four-month low or nearly the worst reading on record.
September 26, 2026
7 sources
GDP & Macro RealityGlobal government debt now stands above its post-war peak, and the fund’s managing director says high debt makes every other shock harder to absorb.
September 25, 2026
9 sources
GDP & Macro RealityThe University of Michigan’s final September index came in at 48.1 as households told the survey they expect faster price increases over the year ahead.
September 25, 2026
8 sources
GDP & Macro RealityThe warehouse retailer’s fourth-quarter beat leaned on a one-off customs repayment, and the reported size of the profit gain differs between accounts.
September 25, 2026
6 sources
GDP & Macro RealityThe shortfall reached 246.0 billion dollars, but outlets disagree on the size of the increase and on whether the figure beat or missed expectations.
September 24, 2026
7 sources
Economic CommentaryFreddie Mac’s benchmark reached 7.03% this week, days after the Federal Reserve raised its policy rate again, and the move is already reaching buyers, sellers and builders.
September 24, 2026
5 sources
GDP & Macro RealityAn Atlanta Fed survey found most firms will hold their tariff refunds rather than spend or return them, while the money is already flattering reported profits this earnings season.
September 23, 2026
9 sources
Economic CommentaryThe Paris-based body raised its 2026 world growth projection while warning that a long Middle East conflict could still take a heavy toll.
September 23, 2026
8 sources
Economic CommentaryKristalina Georgieva warned that repeated shocks have pushed debt levels higher just as central banks tighten, and Britain’s August borrowing figures show the squeeze arriving.
September 22, 2026
7 sources
GDP & Macro RealityForecasters now place AI infrastructure capex above $1.3 trillion by 2027, a figure large enough to register in the macro data.
September 22, 2026
8 sources
GDP & Macro RealityDiesel hit a record high and senior Republicans want an export embargo, but the president’s own energy and interior secretaries are against it.
September 21, 2026
11 sources
GDP & Macro RealityThe S&P Global index slipped to 42.7 in September from 42.9 in August, with job security the weakest component for all but technology workers.
September 21, 2026
13 sources
GDP & Macro RealityKristalina Georgieva told the Qatar Economic Forum that governments are falling short on deficit cuts even as the world economy proves more resilient than feared.
September 21, 2026
13 sources
Economic CommentaryThe crude risk premium is draining as Hormuz traffic and diplomacy improve, but refined fuels are still squeezing farmers and freight.
September 20, 2026
8 sources
GDP & Macro RealityThe Michigan index fell again in September while inflation expectations rose, and a former White House economic adviser says households are funding spending out of savings.
September 20, 2026
6 sources
Economic CommentaryBrent is trading above one hundred dollars, diesel is at a record in the United States and the political response has started in Europe.
September 20, 2026
8 sources
GDP & Macro RealityTwo official figures for the same war are now in circulation, and neither counts the damage to US bases.
September 20, 2026
11 sources
GDP & Macro RealityH.R. 5334 gives the president authority to impose secondary tariffs on the largest buyers of Russian crude, with India and China at the centre of the risk.
September 18, 2026
10 sources
GDP & Macro RealityThe ratings agency raised its real GDP growth forecast for the current fiscal year to 7% from 6%, while flagging energy prices, the external account and debt as the offsets.
September 18, 2026
10 sources
GDP & Macro RealityAugust retail sales beat consensus, weekly claims fell back below 200,000 and the Atlanta Fed’s tracker moved to a 5.1% annual pace.
September 17, 2026
10 sources
GDP & Macro RealityThe Congressional Budget Office and a Pentagon inspector general have put very different numbers on the same conflict, and neither is a full accounting.
September 17, 2026
11 sources
GDP & Macro RealityWidening hyperscaler default swaps reflect debt-financed capex, rising leverage and negative free cash flow, the firm argues.
September 17, 2026
11 sources
GDP & Macro RealitySpending beat forecasts across almost every category even as the Michigan index fell to 51.0.
September 16, 2026
10 sources
GDP & Macro RealityRetail sales rose 1.2% last month while the main confidence gauge sank toward record lows, leaving the consumer reading split down the middle.
September 16, 2026
10 sources
GDP & Macro RealityThe Government Accountability Office found federal agencies paid $9.5 billion in employee leave in 2025, most of it to staff who had already agreed to leave.
September 16, 2026
8 sources
GDP & Macro RealityThe Congressional Budget Office also lifted its inflation projection for early 2027 as Congress voted again to curb the president’s war powers.
September 16, 2026
7 sources
Economic CommentaryPetrol and diesel drove British inflation to a five-month high two days before a rate decision.
September 15, 2026
10 sources
GDP & Macro RealityOttawa paired a new investment tax deduction with a room full of the world’s largest asset managers as its trade war with Washington continues.
September 15, 2026
10 sources
GDP & Macro RealityThe budget office says the conflict has cost the Pentagon about $38 billion so far and will add $2 billion to $3 billion a month, while lifting its inflation projection for early next year.
September 15, 2026
7 sources
GDP & Macro RealityThe University of Michigan’s preliminary September reading came in well below forecast, with petrol prices and tariff talk cited as the main drags.
September 14, 2026
10 sources
GDP & Macro RealityThe University of Michigan’s preliminary September reading fell to near the lowest level on record, even as household wealth hit a quarterly record.
September 13, 2026
7 sources
GDP & Macro RealityThe president denied plans to withdraw from the North American trade pact even as tariffs on Canadian goods stay in place.
September 13, 2026
5 sources
GDP & Macro RealityWartime industrial powers are being considered for an oil-refining system that reporting describes as maxed out.
September 13, 2026
11 sources
GDP & Macro RealityHouse Speaker Mike Johnson says the payments need congressional approval, contradicting the administration’s claim that it can send them on its own.
September 12, 2026
9 sources
Economic CommentaryThe Fed, the Bank of England and the Bank of Japan all decide within days, with the ECB already moved and the Swiss National Bank still at zero.
September 12, 2026
9 sources
GDP & Macro RealityThe University of Michigan index fell from 51.7 and missed consensus, with the expectations component falling further than the headline.
September 12, 2026
7 sources
GDP & Macro RealityCanadian retaliation now covers roughly $20 billion of US goods, even as Washington lifts one punitive levy on Canadian spirits.
September 11, 2026
12 sources
GDP & Macro RealityThe University of Michigan’s preliminary September index dropped from 51.7 in August as gasoline prices climbed and inflation expectations rose.
September 11, 2026
10 sources
GDP & Macro RealityAnalysts had predicted no growth at all, and the surprise arrives with borrowing costs and inflation risks both climbing.
September 11, 2026
7 sources
GDP & Macro RealityThe president has promised every US adult a $5,000 payment if Republicans win the midterms, and independent estimates put the cost above $1 trillion.
September 10, 2026
9 sources
Economic CommentaryThe bond sell-off has reached household budgets, and August existing-home sales dropped to their weakest level in more than a year.
September 10, 2026
7 sources
Economic CommentaryThe European Central Bank lifted borrowing costs again on Thursday and revised both its growth and its inflation projections upward.
September 9, 2026
10 sources
GDP & Macro RealityThe ratio has reached a level not seen since the Second World War, and the Treasury secretary’s answer is a growth rate the economy is not currently running at.
September 8, 2026
16 sources
GDP & Macro RealityOttawa’s retaliation hits hundreds of American goods at rates up to 50 per cent, and Washington is already weighing another round.
September 8, 2026
11 sources
GDP & Macro RealityOttawa’s retaliatory duties hit hundreds of US product lines from Tuesday, with rates running as high as 50 per cent.
September 7, 2026
8 sources
GDP & Macro RealityOttawa’s retaliatory tariffs came into force overnight as President Trump told Bombardier it cannot sell in the United States unless it builds there.
September 7, 2026
8 sources
GDP & Macro RealityEurostat lifted its estimate of second-quarter euro-area growth just as the European Central Bank prepares a rate decision against three-year-high inflation.
September 7, 2026
8 sources
GDP & Macro RealityRetaliatory duties of up to 50 per cent land this week, and the first cheque is written by the Canadian importer.
September 7, 2026
11 sources
GDP & Macro RealityThe August employment report came in near three times the consensus forecast and pushed market expectations toward a Fed rate rise.