INDEX

1516 ENTRIES · UPDATED 2026.09.28

1021 Retail sales in July 2026 were 3.4% lower in real terms than in the previous monthAccording to preliminary figures from the Federal Statistical Office (Destatis), retail sales in Germany fell by 3.4% in real terms (price-adjusted) and by 1.7% in nominal terms (not price-adjusted) in July 2026 compared to June 2026, after adjusting for calendar and seasonal eff 2026.09.01 1022 UK house price growth remained subdued in AugustUK annual house price growth was little changed in August at 1.6%, compared with 1.4% in July. Prices were up 0.2% in month-on-month terms, after taking account of seasonal factors. “Market activity and house prices have remained subdued in recent months, in part reflecting the u 2026.09.01 1023 Fedspeak's Back, And Warsh Is A Breath of Fresh AirFederal Reserve Chairman Kevin Warsh used his Jackson Hole speech last week to lay out what he thinks of monetary policy. Two things jumped off the pages of his speech. First, “Fedspeak” may be making a comeback. Former Fed Chairman Alan Greenspan became famous for phrases like “ 2026.09.01 1024 Tanker struck in Hormuz, raising worries over escalation, as Trump vows to hit Iran ‘hard’A tanker was struck by three unknown projectiles while transiting the Strait of Hormuz on Monday, stoking worries that the Middle East conflict could once again escalate. The tanker was sailing in the southern shipping lane close to the Omani coast, the UK Maritime Trade Operatio 2026.09.01 1025 Auction Result of 10-Year JGBs on September 1, 2026table 2026.09.01 1026 USD/JPY Pressured as BOJ Hike Bets Ramp UpUSD/JPY started the week on the back foot, with the yen strengthening as Japanese front-end yields pushed to fresh multi-decade highs, coinciding with remarks from US Treasury Secretary Scott Bessent implying the BOJ may speed up the pace of rate hikes. However, coming at month-e 2026.09.01 1027 Inflation? You want inflation? UK shop prices rise at fastest pace since 2024British retailers raised prices by the most in more than two years last month, as higher energy costs pushed up the price of some processed food and the artificial intelligence boom drove up the cost of consumer electronics reliant on the same components in high demand across the 2026.09.01 1028 Trump says U.S. growth could hit 20%. It’s happened only once since WWIIPresident Donald Trump said Monday that the U.S. economy could grow at rates as high as 20%, while arguing that even such rapid growth should not prompt the Federal Reserve to raise interest rates. “We could have a GDP of 14, 15, 16 and 20,” Trump said during an Oval Office event 2026.09.01 1029 Japan corporate capex rises 1.6% on year in April-JuneJapanese corporate spending on plant and equipment rose 1.6 per cent in April-June versus the same period a year earlier, Ministry of Finance data showed on Tuesday, signalling domestic demand was underpinning the economy. The result, which will be used to calculate revised gross 2026.09.01 1030 Balance of Payments and International Investment Position, Australia, June 2026Key statistics • The current account balance, seasonally adjusted, fell $1.8b to a deficit of $27.2b. • The capital and financial account surplus was $5.3b, a decrease of $11.3b on the March quarter 2026 surplus. • The net international investment liability position was $638.9b a 2026.09.01 1031 Building Approvals, Australia: July 2026The July 2026 seasonally adjusted estimate: • Total dwellings approved fell 3.6% to 17,687. • Private sector houses fell 4.2% to 10,199, and private sector dwellings excluding houses fell 0.4% to 7,119. • The value of total residential building fell 4.9% to $11.26b. • The value o 2026.09.01 1032 Frenkel: Warsh Signals “Back to Basics,” Stresses Price Stability Key to Reaching All Fed GoalsAs Kevin Warsh got ready to give to his first speech as Federal Reserve chair at the Kansas City Fed’s annual Jackson Hole symposium, a lot was riding on what policy path he would lean toward and what words he would use to explain it. This after his first two FOMC meetings were w 2026.09.01