US International Trade Balance: -$55.9bn G&S deficit (goods -$83.7bn, services +$27.8bn); beat consensus ~$56.1bn (Tuesday, June 9, 2026 at 8:30 am ET (1:30 pm London)). Covers May 2026 data. Consensus No formal consensus; advance April goods deficit $82.4bn (down from March $85.3bn goods-only) Actual -$55.9bn G&S deficit (goods -$83.7bn, services +$27.8bn); beat consensus ~$56.1bn Updated...
US CPI Report: 4.2% YoY (highest since April 2023); +0.5% MoM; Core 2.9% YoY / +0.2% MoM (Wednesday, June 10, 2026 at 8:30 am ET (1:30 pm London)). Covers May 2026 data. Consensus ~4.1% YoY (Cleveland Fed nowcast: 4.18%; ForecastEx: 95% probability above 4.0%) Actual 4.2% YoY (highest since April 2023); +0.5% MoM; Core 2.9%...
ORCL Earnings: Non-GAAP EPS $2.11 (beat vs $1.95-$2.00 consensus); Revenue $19.2bn (+21% YoY); OCI +93% YoY; RPO $638bn (Wednesday, June 10, 2026 at 12:00 pm ET (5:00 pm London)). Consensus Adj. EPS $1.95-$2.00; Revenue ~$19.48bn (Nasdaq consensus) Actual Non-GAAP EPS $2.11 (beat vs $1.95-$2.00 consensus); Revenue $19.2bn (+21% YoY); OCI +93% YoY; RPO $638bn Updated...
ECB Rate Decision: Hiked 25bp to 2.25% deposit facility rate as expected; first ECB hike since September 2023 (Thursday, June 11, 2026 at 1:45 pm CET (7:45 am ET, 12:45 pm London)). Consensus +25bp hike to 2.25% deposit facility rate (98% probability, ECB-Watch) Actual Hiked 25bp to 2.25% deposit facility rate as expected; first ECB...
US Producer Price Index: +1.1% MoM | +6.5% YoY (core +0.4% MoM) (Thursday, June 11, 2026 at 8:30 am ET (1:30 pm London)). Covers May 2026 data. Consensus No formal consensus published; April 2026 final demand +1.4% MoM, +6.0% YoY Actual +1.1% MoM | +6.5% YoY (core +0.4% MoM) Updated August 25, 2026 Next US...
ADBE Earnings: Non-GAAP EPS $5.96 (beat ~$5.83); Revenue $6.618bn (beat ~$6.455bn); 13% YoY growth (Thursday, June 11, 2026 at 12:00 pm ET (5:00 pm London)). Consensus Non-GAAP EPS ~$5.83; Revenue ~$6.455bn (company guidance midpoint) Actual Non-GAAP EPS $5.96 (beat ~$5.83); Revenue $6.618bn (beat ~$6.455bn); 13% YoY growth Updated August 25, 2026 Adobe Inc. (NASDAQ: ADBE)...
Bank of Japan Rate Decision: Hiked +25bp to 1.00% (7-1 vote) (Tuesday, June 16, 2026 at 12:00 pm JST (11:00 pm ET, 4:00 am London)). Consensus +25bp hike to 1.00% (96.9% probability, Kalshi prediction markets) Actual Hiked +25bp to 1.00% (7-1 vote) Full schedule and background: Bank of Japan Rate Decision. Updated August 25, 2026...
US New Residential Construction (Housing Starts): 1,430,000 SAAR (-2.4% MoM); permits 1,420,000; missed ~1,465,000 consensus (Tuesday, June 16, 2026 at 8:30 am ET (1:30 pm London)). Covers May 2026 data. Actual 1,430,000 SAAR (-2.4% MoM); permits 1,420,000; missed ~1,465,000 consensus Updated August 25, 2026 Next US New Residential Construction (Housing Starts) → The US Census...
US Retail Sales: +0.1% MoM | +2.3% YoY; core (ex-auto/gas/restaurants) +0.3% MoM (Wednesday, June 17, 2026 at 8:30 am ET (1:30 pm London)). Covers May 2026 data. Consensus No formal consensus; April 2026 +0.5% MoM, +4.9% YoY; control group +0.5% MoM Actual +0.1% MoM | +2.3% YoY; core (ex-auto/gas/restaurants) +0.3% MoM Full schedule and background:...
FOMC Rate Decision: Held at 3.50%-3.75% (10-2 vote); hawkish hold, easing bias removed (Wednesday, June 17, 2026 at 2:00 pm ET (7:00 pm London)). Consensus Hold at 3.50%-3.75% (97% probability; CME FedWatch: 0.6% probability of hike) Actual Held at 3.50%-3.75% (10-2 vote); hawkish hold, easing bias removed Full schedule and background: FOMC Rate Decision. Updated...
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