Latest United Kingdom releases, policy documents, indicators and institution research. Research includes primary and explicitly related coverage.
| Date | Release | Actual |
|---|---|---|
| No structured releases yet. | ||
| Indicator | Latest | Period |
|---|---|---|
| United Kingdom Gross Domestic Product | 787197 | 04/01/2026 |
| United Kingdom Overnight Interbank Rate | 3.7305 | 09/01/2026 |
| United Kingdom Unemployment Rate | 4.9 | 06/01/2026 |
ING expects UK Chancellor John Healey's first budget to be modestly contractionary, not stimulative. Debt interest costs are set to cut fiscal headroom to about £10bn; the Chancellor wants above £15bn. ING forecasts £5-6bn of tax hikes and a roughly…
ING now expects the Bank of England to hike rates in November and February, driven by elevated natural gas prices and a brief CPI peak above 4% in early 2027. The hikes are framed as insurance, with cuts possible by late 2027 if second-round effects remain…
Agentic commerce, where autonomous AI agents search, compare and buy on consumers' behalf, is forcing retailers to redefine physical stores. ING Research argues adoption is strongest in standardised, repeat categories like consumer electronics and personal…
Westpac lowered its New Zealand 2027 GDP growth forecast by 0.3ppts to 2.7%yr, citing higher assumed energy prices and a steeper near-term path for long-term interest rates that weigh on consumption and residential investment. A weaker NZ dollar…
Westpac expects the Reserve Bank of Australia to raise rates 25bp in November, citing cost-plus pricing behaviour, pass-through of non-labour costs and above-average award wage increases that keep demand ahead of supply. Australian unemployment held at 4.7%…
US September inflation drifted higher, yet Natixis argues a Fed pause is more likely than not, giving room to complete scaling into 2yr longs. Treasuries rallied despite bad inflation data and a silent Warsh, suggesting the market is forming a floor. The bank…
Eurostat's final September estimate put euro area headline HICP at 3.8% y/y and 0.6% m/m, above Natixis' 3.5% call but matching the flash. Energy surged 18.9% y/y and 4.0% m/m, contributing 1.7pp and overtaking services as the largest driver. Core held at…
US September CPI accelerated to 3.7% y/y, with core at 2.6% y/y and 0.3% m/m, as price pressures broadened across goods, shelter and services. PPI jumped 1.3% m/m (6.3% y/y). Retail sales rose 0.8%, but ex-auto/gas gained just 0.2%. TD expects the Fed to skip…
US inflation surprised higher, driven by tariffs and broad price pressures, but ING expects tariff refunds, cooling rents and 3% wage growth to bring inflation near 2% by Q2 next year. The AI investment boom, about a third of GDP growth this year, keeps…