| Today's Economy
What to Look for in the Second Democratic Debates We’re looking for any impact on the polls and any details on fiscal policy proposals. OK Google, Predict U.S. Initial Claims There is a strong relationship between Google searches and filings for unemployment insurance benefits. Europe Daily Briefing: A No-Deal Brexit Still Not Our Baseline Asia-Pacific Daily Briefing: Actions Speak Louder Than Words The Bank of Japan can’t indefinitely promise stimulus without action. » VIEW MORE TODAY'S ECONOMY
Commentary
A Decade of Divergence and Buybacks for U.S. Equities Contrary to popular belief, neither domestic retail nor institutional investors are navigating the U.S. stock market to new heights. U.S. Weekly Highlights and Preview, July 26, 2019 We will start tracking third quarter GDP growth with July vehicle sales. ECB Set to Dive Deeper Into Uncharted Territory of Negative Interest Rates The goal is to stimulate the flagging euro zone economy. U.S. Chartbook: The Shallow Slowdown and Impending Insurance Cut The economy has been slowing for a year and the Fed wants to ensure that it doesn’t weaken further. » VIEW MORE COMMENTARY
Today's Economic Indicators
Japan
Monetary Policy
Jul. 2019: ¥80 tril.
The Bank of Japan kept monetary policy unchanged in July. France
Household Consumption Survey
Jun. 2019: -0.1%
France's household goods consumption disappointed and fell by 0.1% m/m in June while May’s rise was revised down to 0.3% from 0.4%. France
GDP
2019Q2: 0.2%
Preliminary numbers showed that France’s GDP grew by 0.2% q/q in the second quarter, down from a 0.3% gain in the first and below our expectations for a steady reading. Euro Zone
Business and Consumer Sentiment
Jul. 2019: 102.7
The euro zone's business and consumer sentiment dropped to 102.7 in July from 103.3 in June, showing a continued weakening in the euro zone economy. United States
Personal Income
Jun. 2019: 0.4%
U.S. income growth remains steady and is stronger than previously reported. United States
PCE Deflator
Jun. 2019: 0.1%
Below-target inflation is one reason, though not the primary one, that the Federal Open Market Committee will cut the target range for the fed funds rate later this week. United States
Personal Spending
Jun. 2019: 0.2%
Real consumer spending growth was strong in the second quarter but ended with a modest softening. United States
S&P CoreLogic Case-Shiller® Home Price Indexes
May. 2019: 2.4%
House price appreciation decelerated again in May with the 20-city composite index registering its slowest pace of growth since summer 2012. United States
Pending Home Sales
Jun. 2019: 108.3
The pending home sales index increased 2.8% to 108.3 in June on a seasonally adjusted basis, extending its sharp but uneven rebound started in late 2018. United States
Moody’s Analytics Policy Uncertainty Index
July 26: 133.1
The four-week moving average in our U.S. policy uncertainty index increased from 131.4 to 133.1 in the week ended July 26. United States
Conference Board Consumer Confidence
Jul. 2019: 135.7
U.S. consumer confidence jumped in July, rising from a revised 124.3 (previously 121.5) to 135.7. South Korea
Retail Sales
Jun. 2019:
China
Manufacturing PMI
Jul. 2019:
Australia
Consumer Price Index
2019Q2:
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