REAL-TIME GLOBAL RESEARCH
Global Markets Strategy
Research evidence excerpt
Ikue Saito AC (65) 6801-3154
Kunj J Padh (1-212) 834-5108
JPMorgan Chase Bank, N.A., Singapore Branch J.P. Morgan Securities LLC
Octavia Popescu (44-20) 3493-5654
J.P. Morgan Securities plc
Global Markets Strategy
JPMORGAN
15 August 2026
Market movers
(all times GMT; +9hrs for Sydney, +8hrs for Tokyo, -5hrs for New York)
Date
Aug 17 (Mon)
Country
UK
Japan
China
Malaysia
Norway
Euro area
Brazil
Canada
US
Aug 18 (Tue)
Australia
UK
Euro area
Canada
US
New Zealand
Aug 19 (Wed)
Japan
Australia
UK
Switzerland
Indonesia
Euro area
Aug 20 (Thu)
US
Japan
Australia
Time
00:01
00:50
05:30
03:00
05:00
07:00
10:30
13:00
13:30
15:00
21:00
01:30
07:00
10:00
12:45
13:15
13:30
14:15
15:00
23:45
00:50
02:30
03:45
07:00
08:20
09:00
10:00
19:00
00:50
02:30
Forecast
Data/Event
Rightmove HPI (%m/m, nsa)
GDP (%q/q, sa)
IP (%m/m, sa)
Tertiary sector activity index (%m/m, sa)
Fixed investment (ytd, %oya)
IP (%oya)
Retail sales (%oya)
CPI (%y/y)
Trade balance (NOK, bn)
ECB's Lane Speaks in Dublin
IBC-Br Economic Activity (%y/y)
CPI core (%oya)
CPI (%oya)
Empire state mfg. survey (DI, sa)
NAHB housing market index (sa)
TIC long-term net flows ($ bn)
Westpac consumer confidence (%m/m, sa)
Average weekly earnings (3M, %oya, sa)
Claimant count (%)
Unemployment rate (%, sa)
Germany ZEW business survey (index)
ZEW business survey (index)
ECB's Lane Speaks in Dublin
Housing starts (000s, saar)
Building permits (000s, saar)
Housing starts (000s, saar)
Import price index (%m/m, nsa)
Capacity utilization (%bal, sa)
IP (%m/m, sa)
Pending home sales (%m/m, sa)
Producer prices inputs (%q/q)
Producer prices outputs (%q/q)
Machinery orders (%m/m, sa)
Wage cost index (%q/q, sa)
RBA's Hauser-Fireside Chat
CPI (%oya)
CPI core (%oya)
IP (%q/q)
BI rate announcement
Current account (EUR bn, sa)
CPI (%oya)
FOMC Meeting Minutes
Trade balance (JPY bn, nsa)
Employment (ch 000s, sa)
Unemployment rate (%, sa)
Previous
JPM
Consensus
Aug
2Q P
Jun F
Jun
Jul
na
0.5
na
-6.2
5
1.5
2
na
(Jul)
na
(Jun P)
(May)
(Jun)
-1
0.5
1.3
1.1
-5.7
5.3
1
1.9
61.905
Jun
Jul
Aug
Jun
Aug
Jun
Jul
Jun
Aug
na
9.6
33
na
(May)
(Jun)
(Jul)
(May)
(Jul)
(May)
(Jun)
(May)
(Jul)
0.8
2.1
2.8
15.6
34
232.697
4.1
4.3
4.4
4.9
26.3
23.4
Jul
Jul P
Jul
…
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