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UK mortgage borrowing slows in July, though consumer borrowing continues to hold up

Italy August preliminary CPI +3.3% vs +3.3% y/y expected

Italy August manufacturing PMI 49.6 vs 51.3 expected

Spain manufacturing falls back into contraction in August – PMI data

What are the main events for today?

Euro area factory growth continues to expand in August, driven by Germany – PMI data

France manufacturing confirmed to pick up a little in August – PMI data

Germany August final manufacturing PMI 54.3 vs 54.1 prelim

Germany July retail sales -3.4% vs +0.4% m/m expected

UK house prices nudge up a little in August, overall activity stays more tepid though

Bessent remarks show that US intervention comes at a price for Japan

Heads up: Eurozone inflation figures for August due later today