Balance of Trade (Jun)

36.15

29.90

27.04

Imports YoY (Jun)

30.10

30.10

20.70

Exports YoY (Jun)

70.90

70.90

53.40

AIB Manufacturing PMI (Jun)

54.90

52.60

55.90

S&P Global Manufacturing PMI (Jun)

54.90

55.90

S&P Global Manufacturing PMI (Jun)

50.70

50.80

49.90

URA Property Index QoQ (Q2)

0.50

0.40

0.90

Building Permits MoM (May)

-1.10

1.00

-0.20

Private House Approvals MoM (May)

2.80

-0.20

-0.40

Building Permits YoY (May)

5.30

9.50

10.90

S&P Global Manufacturing PMI (Jun)

51.70

51.60

51.80

Bank Lending (May)

917.70

912.00

908.40

Core Inflation Rate YoY (Jun)

2.76

2.60

2.59

Inflation Rate MoM (Jun)

0.44

0.30

0.28

Imports YoY (May)

19.50

22.49

Balance of Trade (May)

1.20

0.09

Inflation Rate YoY (Jun)

3.34

3.20

3.08

Exports YoY (May)

6.40

21.98

Retail Sales YoY (May)

2.90

2.90

3.40

Inflation Rate YoY (Jun)

3.60

3.50

GDP Growth Rate YoY (Q1)

1.40

1.20

1.80

GDP Growth Rate QoQ (Q1)

0.20

0.10

0.40

Gross Domestic Product QoQ (Q1)

0.20

0.10

0.50

CPI YoY (Jun)

3.50

Gross Domestic Product YoY (Q1)

1.40

1.20

1.80

Exports YoY (May)

-5.73

6.40

21.98

Balance of Trade (May)

-1.61

1.20

0.09

Imports YoY (May)

22.16

19.50

22.49

Consumer Confidence (Jun)

33.80

34.00

33.60

Harmonised Inflation Rate MoM (Jun)

-0.30

0.10

0.50

Harmonised Inflation Rate YoY (Jun)

2.70

3.10

2.80

HSBC Manufacturing PMI (Jun)

54.20

54.50

55.00

S&P Global Manufacturing PMI (Jun)

54.20

54.50

55.00

NEVI Manufacturing PMI (Jun)

55.50

55.10

55.90

Tourist Arrivals YoY (May)

5.83

7.22

Budget Balance (Apr)

-55.28

S&P Global Manufacturing PMI (Jun)

50.30

48.50

48.80

Nationwide Housing Prices MoM (Jun)

0.00

0.10

-0.60

Nationwide Housing Prices YoY (Jun)

2.20

2.40

1.70

Foreign Exchange Reserves (Jun)

51.29

49.70

49.58

Swedbank Manufacturing PMI (Jun)

58.30

55.90

57.40

S&P Global Manufacturing PMI (Jun)

58.30

57.40

Retail Sales MoM (May)

0.50

-0.10

0.20

Retail Sales YoY (May)

3.50

0.80

1.70

Commodity Prices YoY (Jun)

16.90

18.00

18.40

Inflation Rate MoM (Jun)

0.00

0.40

0.10

Unemployed Persons (Jun)

Harmonised Inflation Rate YoY (Jun)

3.10

3.70

3.70

Unemployment Rate (Jun)

7.40

Inflation Rate YoY (Jun)

3.20

3.60

3.70

Harmonised Inflation Rate MoM (Jun)

-0.30

0.30

0.10

HICP YoY (Jun)

3.10

3.70

CPI YoY (Jun)

3.20

3.77

HICP MoM (Jun)

-0.30

0.10

CPI MoM (Jun)

0.00

0.10

HALPIM Manufacturing PMI (Jun)

51.50

50.50

50.20

Istanbul Chamber of Industry Manufacturing PMI (Jun)

47.10

49.90

49.80

S&P Global Manufacturing PMI (Jun)

46.10

49.70

49.40

Inflation Rate MoM (Jun)

0.80

0.80

0.70

Inflation Rate YoY (Jun)

10.30

10.40

10.40

Manufacturing PMI (Jun)

51.50

S&P Global Manufacturing PMI (Jun)

49.70

51.00

51.20

Business Confidence (Q2)

33.00

procure.ch Manufacturing PMI (Jun)

54.30

56.50

57.30

S&P Global Manufacturing PMI (Jun)

53.90

51.80

52.20

Unemployment Rate (Jun)

6.90

7.10

Unemployed Persons (Jun)

298.00

301.70

CPI MoM (Jun)

-0.16

Manufacturing PMI (Jun)

52.00

S&P Global Manufacturing PMI (Jun)

52.20

52.60

52.90

Employment Change (Jun)

295.50

301.70

S&P Global Manufacturing PMI (Jun)

51.20

50.70

49.70

Employment Change (Jun)

8.00

Unemployment Rate (Jun)

6.20

S&P Global Manufacturing PMI (Jun)

50.30

50.00

50.10

Unemployed Persons (Jun)

3.00

S&P Global Manufacturing PMI (Jun)

53.80

52.80

53.30

Employment Change (Jun)

301.70

Unemployed Persons (Jun)

295.50

298.00

301.70

Unemployment Rate (Jun)

6.90

6.90

7.10

S&P Global Manufacturing PMI (Jun)

52.50

53.10

53.90

Stanbic IBTC Bank Nigeria PMI (Jun)

53.40

52.80

54.10

ECB Cipollone Speech

Inflation Rate MoM (Jun)

-0.10

0.20

0.10

Core Inflation Rate YoY (Jun)

2.40

2.60

2.60

Inflation Rate YoY (Jun)

2.80

3.00

3.20

CPI (Jun)

103.07

103.07

103.13

HICP YoY (Jun)

2.20

2.30

CPI YoY (Jun)

2.80

3.00

3.20

CPI MoM (Jun)

-0.10

0.10

HICP MoM (Jun)

0.20

0.30

Core CPI YoY (Jun)

2.40

2.50

2.60

Core CPI MoM (Jun)

0.20

0.30

Retail Sales YoY (May)

7.50

2.40

2.90

Unemployment Rate (May)

3.40

3.80

3.80

ABSA Manufacturing PMI (Jun)

47.30

50.30

50.80

S&P Global Manufacturing PMI (Jun)

47.30

50.80

M2 Money Supply YoY (May)

13.30

12.30

Inflation Rate YoY (Jun)

11.10

12.00

11.70

Wholesale Prices YoY (Jun)

10.70

15.00

12.70

Inflation Rate MoM (Jun)

-0.30

0.40

0.50

7-Year Bund Auction

2.68

2.80

Challenger Job Cuts (Jun)

45.85

85.00

97.01

Industrial Production MoM (May)

0.90

1.00

-2.70

Unemployment Rate (May)

5.50

5.70

5.70

Industrial Production YoY (May)

-2.30

0.50

0.00

Unemployment Rate (Jun)

4.80

4.90

GDP Growth Rate YoY (Q1)

-0.10

7.30

9.40

Current Account (Q1)

26.28

25.10

33.66

Inflation Rate YoY (Jun)

2.90

3.50

CPI YoY (Jun)

5.30

3.70

ECB Lane Speech

Current Account (Q1)

623.00

200.00

-134.00

Summary of the Key Rate Discussion

CPI MoM (Jun)

0.23

-0.16

MBA 30-Year Mortgage Rate (Jun/26)

6.57

6.59

MBA Mortgage Refinance Index (Jun/26)

828.70

834.20

MBA Mortgage Market Index (Jun/26)

272.20

272.10

MBA Purchase Index (Jun/26)

170.60

169.70

MBA Mortgage Applications (Jun/26)

0.00

1.00

M2 Money Supply YoY (May)

19.30

New Car Sales YoY (Jun)

-0.80

New Car Sales MoM (Jun)

14.80

4.70

Inflation Rate YoY (Jun)

5.30

3.90

3.70

Inflation Rate YoY (Jun)

4.00

3.60

3.90

Inflation Rate MoM (Jun)

0.23

0.70

-0.16

New Car Sales YoY (Jun)

7.80

2.50

-0.80

Challenger Job Cuts (Jun)

85.00

IMACEC Economic Activity YoY (May)

Bank Lending MoM (May)

0.60

0.60

0.30

Business Confidence (Jun)

48.00

48.90

47.50

Budget Balance (Jun)

-183.60

-170.20

Vehicle Sales YoY (Jun)

15.30

12.80

Total Vehicle Sales (Jun)

54.48

50.99

ADP Employment Change (Jun)

98.00

113.00

122.00

Total Vehicle Sales (Jun)

51.07

Total New Vehicle Sales (Jun)

54.48

52.00

50.99

IMACEC Economic Activity YoY (May)

-0.90

0.20

-1.20

Economic Activity YoY (May)

-0.90

0.20

-1.20

S&P Global Manufacturing PMI (Jun)

50.80

49.50

49.10

BoC Gov Macklem Speech

BoE Gov Bailey Speech

ECB President Lagarde Speech

ECB Lagarde Speech

S&P Global Manufacturing PMI (Jun)

53.90

55.70

55.10

ISM Manufacturing Employment (Jun)

49.70

49.00

48.60

ISM Manufacturing Prices (Jun)

73.00

79.00

82.10

ISM Manufacturing New Orders (Jun)

56.00

56.00

56.80

ISM Manufacturing PMI (Jun)

53.30

54.00

54.00

Construction Spending MoM (May)

0.10

0.20

0.30

Interest Rate Decision

2.75

2.50

ECB President Lagarde Speech

Interest Rate Decision

2.50

2.75

2.50

EIA Heating Oil Stocks Change (Jun/26)

-0.31

0.72

EIA Distillate Stocks Change (Jun/26)

2.48

-0.70

3.06

EIA Crude Oil Stocks Change (Jun/26)

-3.78

-5.10

-6.09

EIA Gasoline Production Change (Jun/26)

0.48

-0.59

EIA Cushing Crude Oil Stocks Change (Jun/26)

0.71

-1.08

EIA Gasoline Stocks Change (Jun/26)

-2.33

-0.95

2.06

EIA Refinery Crude Runs Change (Jun/26)

0.09

-0.08

EIA Distillate Fuel Production Change (Jun/26)

-0.04

0.06

EIA Crude Oil Imports Change (Jun/26)

0.37

0.09

Crude Oil Imports

0.37

0.09

EIA Weekly Refinery Utilization Rates WoW

0.50

-0.60

ECB Lagarde Speech

Davivienda Manufacturing PMI (Jun)

53.70

50.20

51.80

S&P Global Manufacturing PMI (Jun)

51.30

47.80

49.60

17-Week Bill Auction

3.80

3.77

Unemployment Rate (May)

2.10

2.20

2.20

Real Wage Growth YoY (Apr)

5.10

7.10

8.10

Retail Sales YoY (May)

7.80

5.30

6.50

Business Confidence (Jun)

-2.10

0.20

-1.00

Corporate Profits (Apr)

8.85

7.60

5.19

Gross Domestic Product YoY (May)

0.30

1.40

1.30

New Car Sales YoY (Jun)

10.60

1.90

7.60

Atlanta Fed GDPNow (Q2)

1.20

2.50

2.50

New Car Sales YoY (Jun)

7.60

Unemployment Rate (May)

7.60

7.50

7.50

Current Account (Q1)

45.00

-150.00

-368.00

Tax Revenue (Jun)

20017.00

21513.60

Private Sector Credit YoY (May)

3.80

M2 Money Supply (May)

8.20

Interest Rate Decision

5.75

5.75

5.75

Building Permits MoM (May)

-4.00

-6.30

11.10

Inflation Rate MoM (Jun)

0.10

0.10

0.50

Inflation Rate YoY (Jun)

3.20

3.20

3.10

CPI MoM (Jun)

0.10

0.10

0.50

CPI YoY (Jun)

3.20

3.20

3.10

Stock Investment by Foreigners (Jun/27)

-1816.50

451.30

Foreign Bond Investment (Jun/27)

-280.10

202.10

Monetary Base YoY (Jun)

-13.70

-10.00

-12.20