What is the distribution of forecasts for the US NFP?
- Knowing the range of expectations is important, but the distribution of forecasts is another key input in the market's reaction.
Today's NFP setup is diametrically opposite to the one we had in August
- In just one month, we went from one extreme to the next in terms of expectations. This could trigger huge moves...
Eurozone Q2 final GDP +0.1% vs +0.1% q/q expected
- Latest data released by Eurostat - 5 September 2025
Italy July retail sales +0.0% vs +0.4% expected
- The latest data from ISTAT - 5 September 2025
Switzerland consumer confidence -39.9 vs -36.5 expected
- Latest data released by SECO - 5 September 2025
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