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July 23, 2026 4:19 PM UTC
We expect a June new home sales total of 615k, which would be an increase of 6.0% if May’s 7.3% decline to 580k sees no revisions. This would still sustain step down in trend in 2026 to date, with movements in the preceding two years outside a 650-700k range having tended to be brief.
July 23, 2026 1:42 PM UTC
· Lagarde disclosed that some ECB board members considered a hike at today’s meeting and she noted that the consensus was to wait for incoming data before the September 10 meeting and then reassess. This clearly signals that the September meeting will seriously consider a 25bps hike,

July 23, 2026 1:41 PM UTC
· Lagarde disclosed that some ECB board members considered a hike at today’s meeting and she noted that the consensus was to wait for incoming data before the September 10 meeting and then reassess. This clearly signals that the September meeting will seriously consider a 25bps hike,