Intelligence feed

What changed

Chronological releases with previous → current values, change, source, and why it matters.

🇺🇸 United States·inflation0.0 pp

US CPI holds at 2.9%

2.9% → 2.9%

Why it matters · Sticky services inflation keeps the soft-landing debate alive.

Source · US Bureau of Labor StatisticsOpen metric →
🇮🇳 India·inflation-0.3 pp

India CPI eases to 4.8%

5.1% → 4.8%

Why it matters · Moves inflation closer to the mid-point of the target band.

Source · Ministry of Statistics (MoSPI)Open metric →
🇮🇳 India·foreign reserves+$6 bn

FX reserves rise to $690 bn

$684 bn → $690 bn

Why it matters · Stronger buffers reduce external vulnerability into global rate uncertainty.

Source · Reserve Bank of IndiaOpen metric →
🇮🇳 India·interest rate0 bp

RBI holds policy rate at 6.50%

6.50% → 6.50%

Why it matters · Signals continued focus on anchoring inflation expectations while growth stays firm.

Source · Reserve Bank of IndiaOpen metric →
🇫🇷 France·Trade+€0.9 bn

France goods trade deficit narrows

−€7.8 bn → −€6.9 bn

Why it matters · Energy import costs eased; competitiveness in core goods remains mixed.

Source · Douanes / INSEEOpen metric →
🇯🇵 Japan·inflation+0.1 pp

Japan core CPI at 2.6%

2.5% → 2.6%

Why it matters · Keeps pressure on the Bank of Japan’s gradual normalisation path.

Source · Statistics Bureau of JapanOpen metric →
🇩🇪 Germany·unemployment+0.1 pp

Germany unemployment edges to 3.4%

3.3% → 3.4%

Why it matters · Slight softening alongside weak industrial output.

Source · Eurostat / DestatisOpen metric →
🇧🇷 Brazil·interest rate0 bp

Brazil Selic held at 14.75%

14.75% → 14.75%

Why it matters · Restrictive stance remains while inflation converges only gradually.

Source · Banco Central do BrasilOpen metric →
🇨🇳 China·gdp growth+0.2 pp

China revises Q2 growth estimate

4.6% → 4.8%

Why it matters · Revision lifts full-year growth path expectations without changing the structural slowdown story.

Source · National Bureau of Statistics of ChinaOpen metric →
🇬🇧 United Kingdom·government debt+0.6 pp

UK public sector net debt update

100.4% → 101.0%

Why it matters · Keeps fiscal headroom constrained ahead of the autumn statement.

Source · ONS / OBROpen metric →