US Rapid Response US Consumer Sentiment (Feb 2026) The robust pick-up in the current conditions index hints that the labour market, while still weak is improving, while inflation expectations seem to be heading in the right direction. Admittedly the... 6th February 2026 · 2 mins read
US Rapid Response US ISM Services Index (Jan 2026) While not as eye-catching as last month’s rise in the ISM manufacturing index to a three-year high, the ISM services index remained at a healthy 53.8 in January, hinting at the potential for some more... 4th February 2026 · 2 mins read
US Rapid Response US ISM Manufacturing Index (Jan 2026) The surge in the ISM Manufacturing Index in January suggests that after years of malaise, perhaps the manufacturing sector might be turning a corner. While the headline index is still at a level that... 2nd February 2026 · 2 mins read
US Rapid Response US PPI (Dec 2025) The 0.5% m/m increase in final demand PPI in December was mainly due to an increase in trade services margins. Excluding food, energy and trade services, core PPI increased by 0.4% m/m last month... 30th January 2026 · 1 min read
US Rapid Response New Fed Chair Announcement If officially announced later today, President Trump’s apparent pick of Kevin Warsh for the next Fed Chair would arguably be one of the better outcomes for investors compared to the other contenders... 30th January 2026 · 4 mins read
US Rapid Response US International Trade (Nov. 2025) The sharp swings in trade continued in November, with the trade deficit rebounding sharply to $56.8bn, from the prior month’s multi-year low of $29.2bn, a move that will lower most estimates of fourth... 29th January 2026 · 1 min read
US Rapid Response US Fed Policy Announcement (Jan 2026) The change to the FOMC’s policy statement, acknowledging the recent solid pace of GDP growth and stabilisation in the unemployment rate, is further evidence that the Fed is unlikely to cut interest... 28th January 2026 · 2 mins read
US Rapid Response US Durable Goods Orders (Nov 2025) A jump in Boeing orders was the main driver of higher durable goods orders in November, although core (ex. transport) orders still performed decently. Most importantly, another rise in underlying... 26th January 2026 · 2 mins read
US Rapid Response US Personal Income & Spending (Oct. & Nov. 2025) The solid 0.3% m/m gains in real consumption in both October and November confirm that the government shutdown had very little impact on economic activity. Those gains slightly outpaced our prior... 22nd January 2026 · 3 mins read
Global Economics Rapid Response Greenland tariffs: the political consequences would trump the economic It remains unclear whether President Trump’s threat to impose tariffs on eight European countries unless a deal is reached to acquire Greenland will ever materialise. But if it does, the economic... 18th January 2026 · 3 mins read
US Rapid Response US Industrial Production (Dec 2025) While December’s industrial production figures were generally more positive than previous months’, the key takeaway when looking back on last year is that tariffs have not triggered any manufacturing... 16th January 2026 · 2 mins read
US Rapid Response US Retail Sales (Nov. 2025) The broad-based gains in headline, core (ex-autos), and control group retail sales in November indicate that household spending remained resilient early in the holiday season, with the government... 14th January 2026 · 2 mins read
US Rapid Response US Producer Prices (Oct & Nov 2025) The delayed October and November data revealed that PPI inflation was higher than most expected toward the end of last year, but that was largely due to revisions to the data for September, which have... 14th January 2026 · 2 mins read
US Rapid Response US Consumer Prices (Dec 2025) The weaker-than-expected 0.2% m/m increase in the core CPI in December suggested that there has been some genuine moderation in underlying inflation pressures in recent months. Nevertheless, our... 13th January 2026 · 2 mins read
US Rapid Response US Consumer Sentiment (Jan 2026) Consumer sentiment rose to a four-month high, with an improvement to the current conditions index hinting to a labour market that remains weak, but is improving. Admittedly the level of consumer... 9th January 2026 · 1 min read
US Rapid Response US Employment Report (Dec. 2025) The fall in the unemployment rate in December leaves the labour market looking in better health than many feared, suggesting that the Fed will be in no rush to resume interest rate cuts. 9th January 2026 · 3 mins read
