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$CNY: China's Sentiment Survey Leaves Out the Countryside event_pre · 2026-08-14-china-thomson-reuters-ipsos-pcsi · Aug 13, 10:52 PM ETTomorrow's urban-heavy survey can print firm while the countryside stays weak. Yuan bulls treating it as a demand recovery are reading the wrong sample.
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Michigan's 5-Year Inflation Print Is Really About Rent event_pre · 2026-08-14-michigan-5-year-inflation-expectations · Aug 14, 7:32 AM ETConsumers are deciding if high housing costs are permanent or a blip.
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Soybean Traders Bet on a Harvest That Has Not Failed event_pre · 2026-08-15-cftc-soybeans-speculative-net-positions · Aug 14, 7:57 PM ET
Speculative longs surged to 175,500 contracts despite a bountiful crop, revealing a bet on weather risk rather than current supply shortages.
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China M2: Liquidity Trap — Isn't a Shortage event_pre · 2026-08-15-m2-money-stock · Aug 14, 5:26 AM ETInvestors are positioning for a drop in money supply growth, fearing that cash is sitting idle rather than fueling inflation.