The BEA's Q2 third estimate revised US GDP growth upward to 1.7% — stronger than both the advance and second estimates — with consumer spending and business investment both revised higher.
The Fed's September Beige Book finds US economic activity continuing to expand at a modest-to-moderate pace across most districts — AI investment remains the standout demand driver, while energy-sensitive sectors face mixed conditions.
China's August industrial and retail data for September release confirm the two-speed economy is deepening: high-tech output at +15%, real estate investment at -18%, and consumer services outpacing goods for a fourth consecutive year.
TD Economics' September quarterly forecast for Canada upgrades 2026 GDP to 1.0% from June's 0.7% — the H2 recovery is running ahead of forecast, with Alberta and the energy sector leading and Ontario gradually stabilising.
US Bank's September Monthly Outlook finds the US economy on firm footing heading into Q4 — AI investment still dominant, the labour market loosening gradually, and energy independence providing continued protection from the Middle East shock.
The Bank of Canada held its rate at 2.25% in September — data confirms the broadening recovery is on track, but new US tariffs and Strait of Hormuz risks make Governing Council cautious about declaring victory.
BBVA Research's September China update marks a modest downward revision to 2026 GDP — to 4.3% from 4.5% — as property contraction proves stickier than expected. But the PBoC RRR cut and high-tech momentum provide a floor.
The People's Bank of China cut its reserve requirement ratio by 0.25 percentage points in September — the first RRR cut since 2025, signalling that policymakers are providing incremental support as growth momentum moderates.
Statistics Canada's industry-level GDP data for September 2026 confirms the H2 recovery — energy sector and technology services leading, manufacturing stabilising, residential construction still weak.
Belgium's Federal Public Service Economy September statistics show export recovery beginning — particularly in pharmaceuticals and logistics — while domestic industrial production gradually recovers from the Antwerp chemical cluster shock.
The EU Commission's autumn forecast preview for Belgium revises 2026 growth slightly upward as the energy shock proves less severe than the May projection assumed — but the recovery path remains gradual and the 2027 rebound is the key event.
The NBB's September Economic Review documents Belgian economic conditions three months after the June capacity crisis low — with some signs of chemical sector recovery as European gas prices moderate, but the recovery is fragile.
