Economic

Elena Quist

Journalist

real yields breakevens

The market's inflation book, not the speech.

US Retail Sales Ex Autos and Gas: The Credit Buffer Test event_pre · 2026-08-14-retail-sales-ex-gas-autos · Aug 14, 2:53 PM ET
A 0.2% drop in core retail sales signals a cooling consumer, but the real story is how high-yield desks are pricing the divergence from German industrial weakness.
$GBPUSD: UK Factories Missed, and It Was Not a Blip event_pre · 2026-08-14-manufacturing-production · Aug 14, 5:29 AM ET
0.5% actual misses 1.2% consensus; Cable faces immediate downside pressure.