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Economy

1

Aug 2026
US demand surge challenges rate-cut bets as Q2 GDP growth slows to 1.5%

Q2 GDP slowed to 1.5%, but private demand surged 3.9%, challenging near-term Fed rate-cut expectations.

1

Aug 2026
US consumer sentiment beats forecasts in July, lifting demand and policy outlook signals

US consumer sentiment rose in July, with Michigan index at 55.2, above 54 forecast, boosting outlook.

31

Jul 2026
China’s July CFLP composite PMI sinks below 50, raising pressure on yuan and equities

China’s July PMI sank below 50, signalling broad slowdown; policymakers promise incremental stimulus; yuan, equities pressured.

31

Jul 2026
TD Securities Forecasts Canadian GDP Growth to Beat Flash Estimate as June Momentum Cools

TD Securities forecasts Canada’s May GDP up 0.2%, with balanced growth; June expected to cool.

31

Jul 2026
Portugal CPI Falls 0.5% in July, Fueling Bets on ECB Rate Cuts and a Softer Euro

Portugal’s CPI fell 0.5% in July, signaling deflation, supporting ECB cuts, bond gains, euro weakness.

31

Jul 2026
Tech-led US share rally lifts S&P 500 as Microsoft surge offsets 30-year Treasury yields near 5.24%

US stocks surged led by tech; Microsoft jumped 15% on AI-cloud strength; long Treasury yields hit 2007 highs.

31

Jul 2026
Norway’s credit growth eases to 4.4% in June, bolstering rate-cut expectations at Norges Bank

Norway’s credit indicator slipped to 4.4% in June, signaling slowing credit demand and a potential dovish shift.

31

Jul 2026
Singapore Q2 Unemployment Holds at 2%, Reinforcing Tight Labour Market and Supporting SGD Outlook

Singapore’s Q2 unemployment held at 2%, signaling tight labour, supporting SGD strength and higher SORA rates.

31

Jul 2026
Tokyo CPI picks up to 2% in July, reinforcing inflation pressures at start of third quarter

Tokyo’s consumer inflation quickened in July, rising 2% year-on-year, signalling firmer price pressures into Q3.

31

Jul 2026
Malaysia GDP accelerates as Bank Negara seen holding rates; subsidy shield keeps inflation contained

Malaysia Q2 GDP rose 5.8%, inflation 2%; BNM likely holds 2.75%, supporting swaps, equities, ringgit options.

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