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
October 27, 2025 09:00IFO Business Climate Index	88.0	87.7
October 27, 2025 09:00ECB Consumer 1-Yr Infla Expect	-	2.8
October 27, 2025 09:00ECB Consumer 3-Yr Infla Expect	-	2.5
October 27, 2025 11:00CBI Retail Sales Reported Balance	-	-29.0
October 27, 2025 11:00CBI Retail Sales Expected Balance	-	-36.0
October 27, 2025 12:30Durable Goods New Orders m/m	0.3	2.9
October 27, 2025 12:30Previous Durable Goods New Orders Revised SA m/m percent change	-	-2.7
October 27, 2025 12:30Durable New Ords (x-trnsp) m/m	-	0.4
October 27, 2025 12:30Previous Durable Goods New Orders Ex Transportation Revised SA m/m percent change	-	1.0
October 27, 2025 12:30Nondefense Capital Goods New Orders ex. aircraft SA m/m	-	0.6
October 27, 2025 12:30Previous Nondefense Capital Goods New Orders ex. aircraft Revised SA m/m percent change	-	0.8
October 27, 2025 12:30Nondefense Capital Goods Shipments ex. aircraft SA m/m	-	-0.3
October 27, 2025 12:30Previous Nondefense Capital Goods Shipments ex. aircraft Revised SA m/m percent change	-	0.6
October 28, 2025 00:01BRC Shop Price Index m/m	-	0.2
October 28, 2025 00:01BRC Shop Price Index y/y	-	1.4
October 28, 2025 09:00Enterprises, Standards	-	-1.0
October 28, 2025 09:00Enterprises, Demand	-	2.0
October 28, 2025 09:00House Purchase, Standards	-	2.0
October 28, 2025 09:00House Purchase, Demand	-	37.0
October 28, 2025 09:00Consumer Credit, Standards	-	11.0
October 28, 2025 09:00Consumer Credit, Demand	-	2.0

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Macro Analysis

Data Analysis
Inflation Analysis

Political Risk

Daily Brief

MNI POLITICAL RISK - Trump's Test At Twin Summits In Asia

Daily round-up of news from the US.

October 24, 2025 12:38

Weekly Brief

MNI POLITICAL RISK ANALYSIS - Week Ahead 20-26 October

Japan set to elect new PM; EU leaders meet to talk frozen Russian assets; Trump hosts Australian PM at White House

October 20, 2025 12:23

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 27 Oct

Belgium, Italy, Germany and Finland will all look to come to the market in the W/C 27 October.

October 24, 2025 16:54

MNI Gilt Week Ahead - 20 October 2025

It's another huge week for the UK with fiscal and CPI data this week. We round up Budget headlines and MPC commentary.

October 20, 2025 11:16

MNI EGB Issuance, Redemption and Cash Flow Matrix – W/C 20 Oct

Four counties look to hold auctions in the upcoming week, Italy will launch a BTP Valore; we pencil a Slovak syndication

October 17, 2025 14:36

MNI UK Labour Market Insight: October 2025 Release

A disappointing UK labour market report - likely increasing the probability that Bailey keeps options open for a Q4 cut.

October 14, 2025 16:04