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

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Date	Fcst	Prev
February 09, 2026 07:00GDP M/M	-	-0.3
February 09, 2026 07:00GDP Mainland M/M	-	-0.2
February 09, 2026 16:00NY Fed 1y Cons Infl Exp (med)	-	3.42
February 09, 2026 16:00NY Fed 3y Cons Infl Exp (med)	-	3.0
February 09, 2026 16:00NY Fed 5y Cons Infl Exp (med)	-	2.98
February 10, 2026 00:01BRC Total Retail Sales y/y	-	1.2
February 10, 2026 00:01BRC Like-for-Like Sales y/y	-	1.0
February 10, 2026 07:00CPI m/m	-	0.1
February 10, 2026 07:00CPI y/y	-	3.2
February 10, 2026 07:00CPI-ATE m/m	-	0.1
February 10, 2026 07:00CPI-ATE y/y	-	3.1
February 10, 2026 07:00CPI-AT Food and non-alc. m/m	-	-1.7
February 10, 2026 07:00CPI-AT Alcohol and tobacco m/m	-	0.0
February 10, 2026 07:00CPI-ATE Food and non-alc. m/m	-	-1.7
February 10, 2026 07:00CPI-ATE Alcohol and tobac. m/m	-	0.0
February 10, 2026 07:00CPI-AT Energy products m/m	-	-5.2
February 10, 2026 07:00CPI-AT Rent m/m	-	0.2
February 10, 2026 07:00CPI-ATE Rent m/m	-	0.2
February 10, 2026 07:00CPI-AT Food and non-alc. y/y	-	5.3
February 10, 2026 07:00CPI-AT Alcohol and tobacco y/y	-	3.6
February 10, 2026 07:00CPI-ATE Food and non-alc. y/y	-	5.3
February 10, 2026 07:00CPI-ATE Alcohol and tobac. y/y	-	3.6
February 10, 2026 07:00CPI-AT Energy products y/y	-	15.2
February 10, 2026 07:00CPI-AT Rent y/y	-	3.6
February 10, 2026 07:00CPI-ATE Rent y/y	-	3.6
February 10, 2026 11:00NFIB Small Business Index	99.8	99.5
February 10, 2026 12:00IPCA Inflation m/m	0.20	0.33

Latest Insights

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Macro Analysis

Data Analysis
Inflation Analysis

Political Risk

Daily Brief

MNI POLITICAL RISK - US And Iran Begin Talks To Avert Conflict

Daily round-up of news from the US.

February 06, 2026 13:18

Weekly Brief

MNI POLITICAL RISK ANALYSIS - Week Ahead 2-8 February

US House returns as Speaker looks to end partial shutdown; Japan & Thailand hold elections; US-RUS-UKR talks resume

February 02, 2026 13:47

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 9 Feb

Six countries are scheduled to hold auctions next week, while the EU is likely to hold a syndication.

February 06, 2026 16:07

MNI EGB Supply Daily - 6 February, 2026

Belgium is scheduled to hold an ORI auction this morning.

February 06, 2026 06:52

MNI EGB Supply Daily - 5 February, 2026

Spain and France are scheduled to hold conventional auctions today and Finland an ORI auction.

February 05, 2026 06:53

MNI EGB Supply Daily - 4 February, 2026

Belgium is likely to hold a 30-year OLO syndication and Germany a 7-year Bund auction today.

February 04, 2026 06:39