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US Q2 growth was marked up significantly

It is pretty dated by now but it is worth noting that the better Q2 (now 3.7% vs. the first cut of 2.3%) was the result of widespread improvement. 

"Our US economists point out that the Fed is going to have to raise their 2015 GDP estimates - at this point, growth would have to average 1.65% in H2 in order for the Fed to hit their full year estimated growth. We expect a sizeable upward revision in September", says RBC Capital Markets. 

Pending home sales were a touch lighter than expected but still up on the month. Coupled with a high rate of mortgage applications (running at 18%y/y in the third week of August), it suggests no let-up in the recent upswing in housing.

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