INDEX

1756 ENTRIES · UPDATED 2026.10.02
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1597 Building Approvals, Australia: August 2026The August 2026 seasonally adjusted estimate: Total dwellings approved fell 6.1% to 16,953. Private sector houses rose 3.7% to 10,885, while private sector dwellings excluding houses fell 21.2% to 5,674. The value of residential building fell 0.6% to $11.30b. The value of non-res 2026.09.301598 China: Manufacturing output expands at fastest pace in five monthsBusiness conditions in China’s manufacturing sector improved at a stronger pace at the end of the third quarter, according to the latest PMI® survey data. Growth in manufacturing production accelerated amid rising demand from both domestic and overseas customers. Firms therefore 2026.09.301599 China: Services activity growth accelerates for second straight monthChina’s service sector expanded at a faster rate in September, according to the latest RatingDog PMI® survey data, which is compiled by S&P Global. Stronger inflows of new work boosted activity levels at the end of the third quarter and supported a further increase in employment. 2026.09.301600 Oil: OPEC+ seen holding November quotas steady at Sunday meeting, delegates sayKey OPEC+ members are likely to keep crude production quotas steady for November when they meet this weekend, according to two delegates who spoke to Bloomberg. Nations led by Saudi Arabia and Russia, having nominally completed the reversal of supply cuts made in 2023, will proba 2026.09.301601 RBA hikes in September, November follow-up now expectedAs was universally expected, the RBA Monetary Policy Board (MPB) lifted the cash rate by 25bps to 4.6% at its September 2026. • This is quite the turnaround from the 11 August meeting, where an extended period on hold looked to be the base case. At that time, the data had broken 2026.09.301602 China PMIs return to expansion territory, signalling modest growth uptickChina's official manufacturing PMI data rose to 50.1 in September, coming in line with expectations (market: 50.1, ING: 50.1). This was the first time in three months that this survey has been above the 50-threshold demarcating expansion and contraction. Looking at the subindices 2026.09.301603 Fed officials lean hawkish, though Williams sees no urgency for another hikeFederal Reserve officials delivered a mostly hawkish round of remarks on Tuesday, September 29, with Governor Michael Barr and Chicago Fed President Austan Goolsbee stressing the risks of persistent inflation, while New York Fed President John Williams said there is no need to ru 2026.09.301604 China factory activity snaps 2-month contractionary streak in SeptemberChina’s factory activity returned to growth in September as a deepening economic malaise prompts policymakers to ramp up stimulus steps and bolster growth. The official manufacturing purchasing managers’ index rose to 50.1 from 49.8 in August, National Bureau of Statistics data s 2026.09.301605 GDP quarterly national accounts, UK: April to June 2026UK gross domestic product (GDP) is estimated to have grown by 0.5% in Quarter 2 (Apr to June) 2026 (revised up by 0.1 percentage points from the previous estimate), following an unrevised increase of 0.6% in Quarter 1 (Jan to Mar) 2026. GDP for 2025 as a whole is estimated to hav 2026.09.301606 Balance of payments, UK: April to June 2026The underlying UK current account deficit, excluding precious metals, narrowed to £11.3 billion, or 1.4% of gross domestic product (GDP) in Quarter 2 (Apr to June) 2026; this is a change of £3.0 billion compared with the deficit of £14.3 billion in the previous quarter. The UK cu 2026.09.301607 German import prices in August 2026: +8.3% on August 2025Import prices were 8.3% higher in August 2026 than in August 2025. This was the largest year-on-year increase recorded since December 2022 (+9.6% on December 2021). Compared with the same month a year earlier, the rate of change was +6.8% in July 2026, and +6.1% in June 2026. The 2026.09.301608 Retail sales in August 2026 were 1.3% higher in real terms than in the previous monthAccording to preliminary figures from the Federal Statistical Office (Destatis), retail sales in Germany rose by 1.3% in real terms (price-adjusted) and by 1.7% in nominal terms (not price-adjusted) in August 2026 compared to July 2026, after adjusting for calendar and seasonal e 2026.09.30

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