US CPI for July 2026 came in at 3.4% year-on-year and +0.1% month-on-month, matching the Dow Jones consensus forecast. Core CPI held at +2.5% YoY. Full results, market reaction, and what the in-line print means for Fed rate expectations.
US Producer Price Index: Flat (0.0% MoM); 4.7% YoY (vs +0.2% MoM / 4.9% YoY consensus). Core ex-food/energy: +0.2% MoM, +4.2% YoY. (Thursday, August 13, 2026 at 8:30 am ET (1:30 pm London)). Covers July 2026 data. Actual Flat (0.0% MoM); 4.7% YoY (vs +0.2% MoM / 4.9% YoY consensus). Core ex-food/energy: +0.2% MoM, +4.2%...
US Personal Income and Outlays (PCE): -0.6% MoM vs +0.1% expected; ex-autos: -0.3%; control group: -0.4%; total $763.6bn. (Friday, August 14, 2026 at 8:30 am ET (1:30 pm London)). Covers July 2026 data. Consensus Not yet available Actual -0.6% MoM vs +0.1% expected; ex-autos: -0.3%; control group: -0.4%; total $763.6bn. Full schedule and background: US...
US New Residential Construction (Housing Starts): 1.239 million SAAR (vs 1.350 million consensus); -12.4% MoM; permits beat at 1.443 million SAAR (+5.0% MoM) (Tuesday, August 18, 2026 at 8:30 am ET (1:30 pm London)). Covers July 2026 data. Actual 1.239 million SAAR (vs 1.350 million consensus); -12.4% MoM; permits beat at 1.443 million SAAR (+5.0%...
HD Quarterly Earnings: Adj. EPS $4.92 vs $4.73 consensus; comps +1.7% vs +0.9% expected; revenue $47.9bn; FY2026 guidance reaffirmed (Tuesday, August 18, 2026 at 12:00 pm ET (5:00 pm London)). Date to be confirmed by the publisher; this is the scheduled date. Consensus $4.73 adjusted EPS (vs $4.68 Q2 FY2025); Revenue ~$47bn Actual Adj. EPS...
WMT Quarterly Earnings: Adj. EPS $0.81 (beat $0.75 consensus); Revenue $187.9bn (beat $186.94bn guidance); Walmart US comp sales +2.6% (missed ~3.7% estimate); Operating income +28.8% (incl. ~$2.9bn one-time tariff refund); FY2027 EPS guidance raised to $2.80-$2.87 (Thursday, August 20, 2026 at 12:00 pm ET (5:00 pm London)). Consensus EPS $0.72-$0.74 (company guidance), analyst consensus $0.75;...
Next US Consumer Confidence: Tuesday, August 25, 2026 at 10:00 am ET (3:00 pm London).Date to be confirmed by the publisher; this is the scheduled date.ConsensusNot yet publishedActualPendingFull schedule and background: US Consumer Confidence.Updated August 25, 2026 US Consumer Confidence for August 2026 is expected on Tuesday, August 25, 2026 at 10:00am ET (3:00pm London),...
Next US New Home Sales: Tuesday, August 25, 2026 at 10:00 am ET (3:00 pm London). Covers July 2026 data.ConsensusNot yet publishedActualPendingFull schedule and background: US New Home Sales.Updated August 25, 2026 US New Home Sales for July 2026 is scheduled for release on Tuesday, August 25, 2026 at 10:00 am ET (3:00 pm London...
Next Australia CPI: Wednesday, August 26, 2026 at 11:30 am AEST (9:30 pm ET, 2:30 am London). Covers July 2026 data.ConsensusNot yet publishedPrior3.8% annual CPI (June 2026); trimmed mean 3.6%ActualPendingFull schedule and background: Australia CPI.Updated August 25, 2026 Australia's Consumer Price Index (CPI) for July 2026 is released by the Australian Bureau of Statistics (ABS)...
Next US Retail Sales: Wednesday, August 26, 2026 at 8:30 am ET (1:30 pm London). Covers July 2026 data. Consensus Not yet available Actual Pending Full schedule and background: US Retail Sales. Updated August 25, 2026 ← Previous US Retail SalesNext US Retail Sales → The Bureau of Economic Analysis (BEA) will release the July...
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