Market Analysis

Economic Diary:
Week Commencing 25/08/25


Monday 25 August

Indicator Previous Expected Actual
IFO Business Climate Expectations IFO Business Climate Expectations Chart 90.7 90.3 91.6
New Home Sales-Units Month on Month New Home Sales-Units Month on Month Chart 0.627Mln 0.630Mln 0.652Mln

Tuesday 26 August

Indicator Previous Expected Actual
Consumer Confidence Consumer Confidence Chart 89 89 87
Durable Goods   -9.4% -4.0% -2.8%
Consumer Confidence Consumer Confidence Chart 97.2 96.2 97.4

Wednesday 27 August

Indicator Previous Expected Actual
GFK Consumer Confidence GFK Consumer Confidence Chart -21.5 -22.0 -23.6
ZEW Investor Sentiment   2.4 -53.8
EIA Weekly Crude Oil Stocks   -6.014Mln -1.863Mln -2.392Mln

Thursday 28 August

Indicator Previous Expected Actual
Consumer Confidence   97.2 96.6 96.2
Business Climate Business Climate Chart -0.72 -0.72
Industrial Sentiment Industrial Sentiment Chart -10.4 -10.0 -10.3
Services Sentiment Services Sentiment Chart 4.1 3.9 3.6
Consumer Confidence Consumer Confidence Chart -15.5 -15.5 -15.5
Economic Sentiment Economic Sentiment Chart 95.8 96.0 95.2
Weekly Jobless Claims Weekly Jobless Claims Chart 235k 230k 229k
Pending Home Sales Month on Month Pending Home Sales Month on Month Chart -0.8% -0.1% -0.4%

Friday 29 August

Indicator Previous Expected Actual
Unemployment Rate Unemployment Rate Chart 2.5% 2.5% 2.3%
Industrial Production Prelim   2.1% -1.0% -1.6%
Retail Sales Year on Year Retail Sales Year on Year Chart 2.0% 1.8% 0.3%
Consumer Confidence Consumer Confidence Chart 33.7 34.9
Retail Sales Month on Month Retail Sales Month on Month Chart 1.0% -0.4% -1.5%
Retail Sales Year on Year Retail Sales Year on Year Chart 4.9% 2.6% 1.9%
PPI Month on Month PPI Month on Month Chart -0.2% 0.4%
GDP Detailed Quarter on Quarter   0.3% 0.3% 0.3%
Unemployment Change (sa) Unemployment Change (sa) Chart 2k 10k
Unemployment Rate (sa) Unemployment Rate (sa) Chart 6.3% 6.3% 6.3%
GDP Final Year on Year   0.4% 0.4% 0.4%
GDP Final Quarter on Quarter GDP Final Quarter on Quarter Chart -0.1% -0.1% -0.1%
CPI Final Month on Month   0.3% 0.0% 0.1%
PCE Price Index Year on Year PCE Price Index Year on Year Chart 2.6% 2.6% 2.6%
PCE Core Price Index Year on Year PCE Core Price Index Year on Year Chart 2.8% 2.9% 2.9%
GDP Quarter on Quarter Annualised GDP Quarter on Quarter Annualised Chart 2.2% -0.6% -1.6%
PCE Price Index Month on Month PCE Price Index Month on Month Chart 0.3% 0.2% 0.2%
PCE Core Price Index Month on Month PCE Core Price Index Month on Month Chart 0.3% 0.3% 0.3%
GDP Month on Month GDP Month on Month Chart -0.1% 0.1% -0.1%
Personal Income Month on Month Personal Income Month on Month Chart 0.3% 0.4% 0.4%
Personal Spending Real Month on Month Personal Spending Real Month on Month Chart 0.1% 0.3%
GDP Quarter on Quarter GDP Quarter on Quarter Chart 0.5% -0.4%
Dallas Fed PCE Dallas Fed PCE Chart 3.4% 1.9%
Univ Michigan Expectation Univ Michigan Expectation Chart 57.2 55.9
Univ Michigan Sentiment Univ Michigan Sentiment Chart 58.6 58.6 58.2
Univ Michigan Conditions Univ Michigan Conditions Chart 60.9 61.7

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