INDEX

1493 ENTRIES · UPDATED 2026.09.28

853 BOE Monthly Decision Maker Panel data - August 2026The August 2026 DMP survey was conducted between 7-21 August 2026 and received 2,012 responses. Firms reported that their realised annual own-price growth was 3.7% in the three months to August, 0.1 percentage points lower than firms reported in the three months to July. Note tha 2026.09.04 854 UK construction output falls at faster pace amid sharp drop in housing activityAugust data indicated a sustained downturn in business activity across the UK construction sector, led by weakness in the residential building segment. The seasonally adjusted S&P Global UK Construction Purchasing Managers’ Index™ (PMI®) – an index tracking changes in total indus 2026.09.04 855 Italian retail trade - July 2026In July 2026, seasonally adjusted retail sales decreased by 0.4% in value and by 0.5% in volume compared with June 2026. In the three months to July 2026, retail sales rose by 0.2% in value and dropped by 0.1% in volume compared with the previous three-month period. On a year-on- 2026.09.04 856 World's biggest sovereign wealth fund plans to cut U.S. Treasury holdingsNorway's sovereign wealth fund has proposed cutting the allocation of government bonds in its $2.3 trillion investment portfolio, chiefly affecting its holdings of U.S. Treasurys, as it seeks to diversify its risk exposure and boost returns. The heads of Norges Bank Investment Ma 2026.09.04 857 Blinder Applauds Warsh’s Support for Dual Mandate, Sees Door Open to September HikeAlan Blinder was vice chair of the Federal Reserve from 1996 to 1999, long in the forefront of policy making and thinking as a professor of economics and public affairs at Princeton University and former head of the Council of Economic Advsiors. He also writes op-eds for the Wall 2026.09.04 858 New orders in manufacturing in July 2026: +2.5% on the previous monthReal (price adjusted) new orders in manufacturing were up 2.5% in July 2026 month on month after seasonal and calendar adjustment, according to provisional figures of the Federal Statistical Office (Destatis). When large-scale orders are excluded, new orders were 1.4% lower than 2026.09.04 859 Vance says Fed should lower interest rates: ‘Would be nice to have some help’The Federal Reserve should cut interest rates to make homes more affordable, Vice President JD Vance said Thursday, adding to the pressure President Donald Trump has placed on the central bank to cut borrowing costs. The remarks came days after Trump’s handpicked Fed chair, Kevin 2026.09.04 860 Rates Spark: A short sigh of reliefDovish comments by the Fed’s Waller sent rates lower on Thursday. He was more inclined to keep rates on hold, citing some signs of disinflation, but also pointed to the remaining data ahead in the next two weeks with a nod to the CPI release. A stronger ISM services report then p 2026.09.04 861 Our latest views on the major central banksWe had been in the camp that felt the Fed could wait it out and inflation would return to 2% within the next 12 months. However, Chair Kevin Warsh’s Jackson Hole speech suggested he is minded to take action, given inflation has run too hot for too long in an environment of full e 2026.09.04 862 Is AI Impacting Global Labor Markets?As companies integrate artificial intelligence (AI) tools into their operations, the effects on hiring are starting to show up in the economic data for some industries and workers around the world, according to Goldman Sachs Research. The timing and extent of AI’s impact on job m 2026.09.04 863 U.S. Inflation – A Tale of CrosscurrentsAfter reaching a four-year high of 4.2% year-over-year in May, CPI inflation has fallen to 3.4% as of July (Chart 1). The easing in price pressures has largely been driven by some easing in energy prices, with fading tariff passthrough also providing some relief. This is welcome 2026.09.04 864 Gold Stopped Falling as the Yen Turned. That's No CoincidenceHave the markets turned a corner? Long-dated Treasury bonds fell back to the bottom of August’s range and stopped there yet again. The bellwether S&P 500 clung to the top of the range that has contained it since July, avoiding a deeper reversal by a hair, and the tech-heavy Nasda 2026.09.04