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Event thread

Key events, in time order

3 items

2026-08-20Macro🔥Developing
Germany July PPI jumps to 3.0% YoY, 1.1% MoM, beating forecasts
Destatis’ latest release points to firmer upstream price pressures in Europe’s largest economy, a key input for inflation watchers.
6 waves of this story
- 2026-06-24 US media reported US-Iranian rhetoric disrupting peace talks, while UK, France, and Germany's Taiwan offices issued a joint statement condemning actions threatening regional stability and shipping safety.
- 2026-07-05 Posts highlighted the largest currency reserve rankings, NAND flash spot prices surging over 670%, and a map of each country's top export.
- 2026-07-14 US renewed strikes on Iran with tanker attack in Hormuz killing one, Lenovo first used YMTC SSDs in laptops outside China, and Goldman positioned as a diversified toll collector on AI capex.
- 2026-07-16 TSMC beat Q2 revenue guidance with 40% growth outlook, Uber agreed to buy Delivery Hero for $14.8B, and a column warned Europe risks becoming an open-air museum.
- 2026-08-18 Posts listed countries' water areas, a briefing noted 30-year Treasuries at 5.33% and Hormuz open only on Iran's terms, while Klarna's profitability surged but European volume was cut.
- 2026-08-20 Germany's July PPI rose 1.1% m/m and 3.0% y/y, both well above forecasts and prior readings.
2026-08-19Macro
Euro area June current account at €35.1bn, NSA €46.9bn
ECB and Eurostat data point to a stronger external balance in June, a key signal for euro flows and FX pricing.

1 earlier events

2026-08-02Macro
Japan, U.S. seen set to unveil joint yen action; BOJ-linked flow seen at $58.97 billion
Reuters sources say Tokyo and Washington have coordinated to slow the yen’s slide, in what would be the first joint move since 2011.

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AI synthesis + sources

Eurozone economic data shows mixed signals, with manufacturing PMIs improving but services and composite PMIs indicating a slowdown, particularly in France.

Main discussion

Eurozone manufacturing PMIs exceeded forecasts, indicating expansion.
German services PMI fell below expectations, signaling contraction.
French composite PMI declined, suggesting a weakening economic outlook.

View 12 source posts· AI-organized · For reference only, not investment advice

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

3 items

2026-08-20Macro🔥Developing
Germany July PPI jumps to 3.0% YoY, 1.1% MoM, beating forecasts
Destatis’ latest release points to firmer upstream price pressures in Europe’s largest economy, a key input for inflation watchers.
6 waves of this story
- 2026-06-24 US media reported US-Iranian rhetoric disrupting peace talks, while UK, France, and Germany's Taiwan offices issued a joint statement condemning actions threatening regional stability and shipping safety.
- 2026-07-05 Posts highlighted the largest currency reserve rankings, NAND flash spot prices surging over 670%, and a map of each country's top export.
- 2026-07-14 US renewed strikes on Iran with tanker attack in Hormuz killing one, Lenovo first used YMTC SSDs in laptops outside China, and Goldman positioned as a diversified toll collector on AI capex.
- 2026-07-16 TSMC beat Q2 revenue guidance with 40% growth outlook, Uber agreed to buy Delivery Hero for $14.8B, and a column warned Europe risks becoming an open-air museum.
- 2026-08-18 Posts listed countries' water areas, a briefing noted 30-year Treasuries at 5.33% and Hormuz open only on Iran's terms, while Klarna's profitability surged but European volume was cut.
- 2026-08-20 Germany's July PPI rose 1.1% m/m and 3.0% y/y, both well above forecasts and prior readings.
2026-08-19Macro
Euro area June current account at €35.1bn, NSA €46.9bn
ECB and Eurostat data point to a stronger external balance in June, a key signal for euro flows and FX pricing.
2026-08-02Macro
Japan, U.S. seen set to unveil joint yen action; BOJ-linked flow seen at $58.97 billion
Reuters sources say Tokyo and Washington have coordinated to slow the yen’s slide, in what would be the first joint move since 2011.

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Event thread

Germany July PPI jumps to 3.0% YoY, 1.1% MoM, beating forecasts

Euro area June current account at €35.1bn, NSA €46.9bn

Japan, U.S. seen set to unveil joint yen action; BOJ-linked flow seen at $58.97 billion

Bull vs bear

Community

Discussion

Event thread

Germany July PPI jumps to 3.0% YoY, 1.1% MoM, beating forecasts

Euro area June current account at €35.1bn, NSA €46.9bn

Japan, U.S. seen set to unveil joint yen action; BOJ-linked flow seen at $58.97 billion