
Macro

China bank loans contract in July for second time in 2026
Loan demand weakens as new yuan loans fall to 810 billion yuan, underscoring persistent economic headwinds.

New Zealand manufacturing growth slows in July as costs weigh
Business conditions in New Zealand's manufacturing sector expanded at a slower pace in July, with rising input costs cited as a key constraint.

U.S. retail sales data due Friday after mixed inflation signals
Economists expect modest gains in retail sales and core sales for June, following recent mixed signals on inflation and consumer spending trends.

US jobless claims rise modestly, labor market remains stable
Weekly unemployment filings increased slightly, signaling steady labor demand despite economic uncertainty.

AI boom begins to lift UK economic growth
Early indicators suggest artificial intelligence is contributing to improved UK productivity and output, though broader impacts remain uneven.

European Bonds Hold Steady Following U.S. Inflation Data
European sovereign debt showed little movement as market participants assessed a mixed regional data slate alongside in-line U.S. inflation figures.

Indonesia's Free Meals Program Leaves Remote Kitchen Investors in Debt
Investors backing remote kitchens for Indonesia's national free meals initiative report accumulating significant financial liabilities.

US Dollar Holds Steady as Markets Trim Federal Reserve Rate Hike Bets Following Inflation Data
The US dollar traded in a narrow range after benign domestic inflation data led investors to pare expectations for further Federal Reserve interest rate hikes.

South Korea Unveils Housing Supply Package to Support Young Buyers
South Korean authorities have announced a new policy package aimed at increasing residential housing supply and expanding support for young property buyers.


India Launches Tax Amnesty Scheme for Undisclosed Foreign Assets
India has introduced a tax amnesty initiative aimed at small taxpayers holding undisclosed assets abroad.

German Investment in U.S. Falls to Three-Year Low on Policy Uncertainty
German direct investment in the United States has declined to its lowest level in three years, weighed down by growing policy uncertainty.

Brazil Advances Spending Curbs Bill in Congress Amid Mounting Debt Concerns
Brazilian authorities are pressing forward with legislative spending curbs as fiscal pressures and public debt concerns escalate.

Canadian Bond Yields Ease Following U.S. Inflation Data
Canadian government bond yields declined as fresh U.S. inflation figures influenced expectations for Federal Reserve policy.

U.S. budget deficit hits $1.8 trillion in first 10 months of fiscal 2024
Deficit widens as spending outpaces revenue, driven by interest costs and defense allocations. Fiscal year ends Sept. 30.

German firms' U.S. investment falls to three-year low
Outbound direct investment from Germany to the U.S. declined sharply in Q2, driven by economic uncertainty and higher financing costs.

U.S. budget deficit widens beyond forecasts in latest data
Shortfall exceeds projections as spending outpaces revenue, raising fiscal concerns amid economic uncertainty.

U.S. budget deficit widens to $432 billion in July
Federal outlays rose while tariff revenues remained negative, pushing the monthly deficit above prior-year levels.

Canada considers U.S. auto tariffs in trade talks
Ottawa explores concessions on vehicle duties to secure reduced tariffs for compliant imports, sources say.


Brazil services sector activity steady in June, PMI shows
Brazil's services sector activity remained flat in June, matching May's level and surpassing analyst expectations, according to the latest PMI survey.

Europe’s heatwaves reveal insurance shortfall amid rising business losses
Extreme temperatures in Europe have highlighted a widening gap in business insurance coverage, as companies face mounting losses without adequate protection.

UK to overhaul labour market survey in November 2027
Government announces plans to replace the Labour Force Survey with a new data collection method, citing accuracy concerns and rising costs.

Trump's 2024 Grocery Photo Op Emerges as Republican Vulnerability in Midterms
A 2024 campaign event focusing on grocery costs returns as a political challenge for Republicans ahead of the midterms.

UK Enhances Defense Supply-Chain Checks Following Naval Drone Findings
The United Kingdom has increased scrutiny on its defense supply chains after naval drones pointed to Chinese involvement.

Netherlands trade surplus rises to €10.4 billion in June
Exports and imports data show widening surplus as trade balance improves from May's revised €9.8 billion.








