What changed in economic and company data

Updates on new figures and revisions from official releases, and summaries of company earnings calls and filings.

29 Oct 2026

Ministry of Statistics and Programme Implementation India
India's power shortage nearly ends at 0.23 MU on October 28 as wind returns
- The shortage has stayed close to zero for more than a week
- Lower demand has cut coal and gas use
- Wind has recovered, but hydro output is still falling
India energy shortage, October 280.23 MU
Reserve Bank of India · Revised 308 series
India forecasters see 5.75% repo rate by December 2026 and higher inflation
- Forecasters now expect a higher policy rate by December
- Inflation forecasts have risen in each of the last two rounds
- Growth forecasts are holding up
Median forecast for India's policy repo rate, end of December 20265.75%
Bureau of Labor Statistics
US household spending rose 4.3% to $81,905 in 2025 as pre-tax income rose 6.4%
- Household income grew faster than spending in 2025
- Housing costs drove spending, while transportation barely grew
- Savings balances were flat, except for the lowest-income households
Average annual household spending, 2025$81,905
Bureau of Economic Analysis
US September 2026 PCE inflation rises to 3.65% as energy prices jump
- Energy prices drove the September increase
- Core inflation also picked up and stays above 3%
- Spending rose in dollars but stalled after inflation
US PCE price index, September 2026, year on year3.65%
Energy Information Administration · Revised 117 series
US home heating oil hits new high of $6.233/gal as Brent crude falls to $123.10
- Households are still paying more to heat their homes
- Crude oil and wholesale fuel prices fell
- Natural gas prices dropped on mild weather forecasts
US average residential heating oil price, week of Oct 26$6.233/gal
Singapore Department of Statistics · Revised 196 series
Singapore September import prices rise 4.7% as fuel prices return to March peak
- Fuel import prices are back at their March peak
- Prices of other imports barely moved
- Export prices also rose, but by less than import prices
Singapore import price index, all items, September110.48
UK official statistics (ONS, Bank of England, DEFRA, HMRC, DBT, and DfT)
UK Bank Rate holds at 3.75% as long gilt yields fall before the 28 Oct budget
- Long-dated gilt yields fell more than short-dated ones
- Policy interest rates have not moved yet
- The pound weakened only against the dollar
UK Official Bank Rate, 27 October3.75%
U.S. Department of the Treasury
US Treasury yield curve steepens on October 28: 10-year at 5.05%, 2-year at 4.67%
- Long-term yields rose while short-term yields fell
- The gap between 2-year and 10-year yields widened
- Federal debt reached $40.582 trillion on October 27
US 10-year Treasury par yield, October 285.05%

28 Oct 2026

Energy Information Administration
US nuclear outages fall to 17.5 GW on October 28 as Vogtle returns
- Vogtle's return explains much of the past week's improvement
- Outages are still well above early-October levels
- The Palisades restart in Michigan is still not producing power
US nuclear capacity offline, October 2817,518 MW
Ministry of Statistics and Programme Implementation India · Revised 68 series
India September industrial output: growth slows to 6.7% as mining shrinks 6.2%
- Mining shrank for a third month in a row while manufacturing slowed
- Investment goods still lead growth, but they are slowing
- Electricity shortages have almost disappeared since mid-October
All-India daily electricity shortage, October 271.0 MU
Reserve Bank of India · Revised 12 series
India's foreign exchange reserves fall to $737.8bn at end-September, led by gold
- Gold accounted for most of the September fall in reserves
- The rupee has given back part of its October gains
- Other money and stock market data showed nothing unusual
India total foreign exchange reserves, end-September$737.8bn
Bureau of Labor Statistics · Revised 53,665 series
US Q1 2026 gross job gains fall to 7.381m, the lowest since 2020
- Hiring slowed while job losses held steady
- New businesses added barely more jobs than closures cut
- Big-city unemployment in September 2026 was mixed against a year earlier
Detroit-Warren-Ann Arbor unemployment rate, September 2026, not seasonally adjusted5.4%
Census Bureau · Revised 30 series
US goods deficit widens to $134.9bn in September 2026, widest since March 2025
- Rising imports are driving the wider gap
- Trade points to a drag on third-quarter growth
- Inventory building partly offsets that drag
US goods trade deficit, September, seasonally adjusted$134.9bn
UK official statistics (ONS, Bank of England, DEFRA, HMRC, DBT, and DfT)
UK gilt yields ease before the Budget, led by long bonds; Bank Rate holds at 3.75%
- Long-dated gilts did best in the run-up to the Budget
- The pound held firm against major currencies
- Short-term interest rates have not moved yet
UK 10-year government bond yield, Oct 235.32%

27 Oct 2026

Federal Reserve Board · Revised 21 series
US 10-year Treasury yield falls to 5.00%; September M2 money supply up 0.5%
- Most of the fall in yields came on October 22
- Short-term yields are still above the Fed's policy rate
- September money supply data show steady growth
US 10-year Treasury yield, data through October 26, 20265.00%
International Monetary Fund · Revised 1,540 series
Philippines 2025 deficit barely narrows to 5.62% of GDP as interest costs climb
- Spending cuts lowered the deficit while revenue fell
- Interest is the one cost still rising
- Deficits for the United States and Türkiye were revised
Philippines central government net borrowing, 2025, share of gross domestic product5.62%
Energy Information Administration
US nuclear outages ease to 17,662 MW on Oct 27, 2026, from the 19,936 MW fall peak
- Outages are falling as the fall refueling season turns
- Vogtle's return explains about half of the drop since the peak
- Palisades and one Palo Verde unit are still fully offline
US nuclear capacity offline, Oct 27, 202617,662 MW
Ministry of Statistics and Programme Implementation India
India power shortage eases: Oct 26 shortage 1.29 MU as peak demand falls to 227.9 GW
- Lower demand is doing most of the work
- The shortage has stayed small for more than a week
- Supply is still tight as hydro power keeps falling
India energy shortage, all regions, Oct 261.29 MU
Census Bureau · Revised 21 series
US new home sales steady at 676k in September; median price down 3.9% on the year
- Sales held steady in September but are lower than a year ago
- Prices are still below last year's level
- Fewer new homes are for sale
US new single-family home sales, September, seasonally adjusted annual rate676k
Census Bureau · Revised 268 series
US September durable goods orders rise 1.8%, driven mostly by a jump in aircraft orders
- Civilian aircraft orders account for most of the September gain
- Business equipment demand is rising steadily
- Machinery led the industry gains, and the order backlog grew
US durable goods orders, September, monthly change1.8%

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