Each economy's latest releases against consensus, and what each surprise means for its currency and its stocks.
Share of releases bullish, neutral ones left out.
Assets tied to this economy, and JPY pairs against the other currency.
Surprise is actual minus consensus; impact is what it means for the currency and stocks.
Each economy's latest releases against consensus, and what each surprise means for its currency and its stocks.
Share of releases bullish, neutral ones left out.
Assets tied to this economy, and JPY pairs against the other currency.
Surprise is actual minus consensus; impact is what it means for the currency and stocks.
| Indicator | Period | Released | Actual | Consensus | Previous | Surprise | JPY | Stocks | History |
|---|---|---|---|---|---|---|---|---|---|
| Growth | |||||||||
| GDPq/q | Q2 | 7 Sept, 23:50 | 0.4% | 0.4% | 0.5% | 0.0%, consensus in line | Neutral | Neutral | One release stored: Q2 2026 0.4% |
| Manufacturing PMI, No free source for the actual | Oct | 23 Oct, 00:30 | No value | 54.5 | No value | No value | No value | No value | |
| Services PMI, No free source for a consensus | No value | No value | No value | No value | No value | No value | |||
| Retail salesy/y | Sept | 29 Oct, 23:50 | 2.3% | 3.3% | 2.9% | −1.0%, consensus missed | Bearish | Bearish | Last 4 releases, oldest first: Jun 2026 0.5%, Jul 2026 4.0%, Aug 2026 2.7%, Sept 2026 2.3% |
| Consumer confidence | Oct | 29 Oct, 05:00 | 35.0 | 35.1 | 35.4 | −0.1, consensus missed | Bearish | Bearish | Last 4 releases, oldest first: Jul 2026 34.9, Aug 2026 35.5, Sept 2026 35.4, Oct 2026 35.0 |
| Inflation | |||||||||
| CPI, No free source for a headline CPI consensus | No value | No value | No value | No value | No value | No value | |||
| PPIy/y | Oct | 11 Nov, 23:50 | 7.1% | 6.5% | 6.8% | +0.6%, consensus beat | Bullish | Bearish | Last 4 releases, oldest first: Jul 2026 7.2%, Aug 2026 7.6%, Sept 2026 6.8%, Oct 2026 7.1% |
| Rates | |||||||||
| 2-year yielddaily | 11 Nov | 12 Nov, 00:30 | 1.86% | No value | 1.91% | −5 bp | Bearish | Bullish | |
| Labor | |||||||||
| Unemployment rate | Sept | 29 Oct, 23:30 | 2.4% | 2.5% | 2.5% | −0.1%, consensus beat | Bullish | Bullish | Last 4 releases, oldest first: Jun 2026 2.5%, Jul 2026 2.4%, Aug 2026 2.5%, Sept 2026 2.4% |