Global Macro | MNI

Global Macro

Actionable insight on monetary policy, balance sheet and inflation with focus on global issuance. Analysis on key political risk impacting the global markets

Macro Data

https://my.mnimarkets.com/dashboard?widget=/calendar

Date	Fcst	Prev
February 23, 2026 09:00IFO Business Climate Index	88.3	87.6
February 23, 2026 14:00BNB Business Confidence	-	-8.8
February 23, 2026 15:00Factory New Orders	-	2.7
February 23, 2026 15:00Factory Orders ex-transport	-	0.2
February 23, 2026 15:00Durable Goods Orders (Final)	-	5.3
February 23, 2026 15:00Non-Defense Capital Goods New Orders ex Aircraft	-	0.4
February 24, 2026 07:45Manufacturing Sentiment	104.0	105.0
February 24, 2026 07:45Manufacturing Sentiment (prev)	-	-
February 24, 2026 11:00CBI Retail Sales Reported Balance	-	-17.0
February 24, 2026 11:00CBI Retail Sales Expected Balance	-	-30.0
February 24, 2026 13:30Philadelphia Fed Nonmfg Index	-	-4.2

Latest Insights

https://my.mnimarkets.com/dashboard?widget=/bullets/gm-bullets

Macro Analysis

Data Analysis
Inflation Analysis

Political Risk

Daily Brief

MNI POLITICAL RISK - SCOTUS Tariff Decision Could Come Today

Daily round-up of news from the US.

February 20, 2026 13:17

Weekly Brief

MNI POLITICAL RISK ANALYSIS - Week Ahead 16-22 February

Trump convenes first 'Board of Peace' meeting, US-Iran indirect talks & Ukr-Rus-US talks take place in Geneva

February 16, 2026 13:26

Central Banks

CB Previews
CB Reviews
CB DataWatch

Fiscal Policy

Global Issuance
US Issuance Calendar
EU Issuance

MNI EGB Issuance, Redemption and Cash Flow Matrix – W/C 23 Feb

The EFSF is likely to hold a syndication in the upcoming week, while four countries will be looking to hold auctions.

February 20, 2026 16:45

MNI EGB Supply Daily - 20 February, 2026

The French non-competitive rounds for the MT and linker auctions will close this afternoon. We look ahead to next week.

February 20, 2026 06:45

MNI EGB Supply Daily - 19 February, 2026

Spain (including new 2.60% May-31 Bono) and France (MT OATs and linkers) will be looking to hold auctions today.

February 19, 2026 06:40

MNI EGB Supply Daily - 18 February, 2026

Germany will return to the market today with E5.5bln of the 10-year 2.90% Feb-36 Bund (ISIN: DE000BU2Z064) on offer.

February 18, 2026 06:40

MNI Podcasts

Unearthing fresh policy thinking & market intelligence.

Copyright 2025