Economic Data

December retail sales data reveals a stall in US consumer spending, with core figures showing a softening trend. This report serves as a crucial warning shot for the economy, impacting market...

A massive 7.8% surge in factory orders catches the market's attention, but investors must distinguish between headline noise and a genuine cycle turn.

Japan's wholesale inflation eased to 2.4% in December as fuel costs declined, yet a weakening Yen continues to exert significant pressure on import prices.

Sweden's annual inflation hit 2.1% in December, signaling a return to target and a shift in the Riksbank's policy normalization debate.

French December inflation stays subdued at 0.7% while the central bank forecasts a modest 0.2% growth for Q4, highlighting euro area economic dispersion.

Spain's EU-harmonised inflation rate dropped to 3.0% in December, driven by energy disinflation, while core components remain stable at 2.6%.

Italy faces a structural threat as its working-age population is projected to shrink by 7 million by 2050, impacting long-term fiscal sustainability and sovereign risk premia.

German wholesale prices increased by 1.2% year-over-year in December, providing a critical upstream signal for Eurozone inflation and central bank policy.

The United States recorded a record $145 billion budget deficit for December 2026, driven by rising military outlays and record-high interest servicing costs.

US healthcare spending surged to 18% of GDP in 12024, reaching $5.3 trillion and creating significant fiscal and inflationary implications for macro markets.

October's 0.3% rise in US business inventories suggests a positive contribution to Q4 GDP, though a dip in sales warrants caution for market participants.

The US current account deficit shrank by 9.2% in Q3 to $226.4 billion, reflecting a significant structural shift in external financing needs.