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
December 29, 2025 15:00NAR Pending Home Sales	-	76.3
December 29, 2025 15:00Previous Pending Home Sales Index Revised, m/m	-	-
December 29, 2025 15:30Crude Oil Stocks ex. SPR w/w	-	-1.274
December 29, 2025 15:30Gasoline Stocks w/w change	-	4.808
December 29, 2025 15:30Distillate Stocks w/w change	-	1.712
December 29, 2025 15:30Refinery % Operable Utilization	-	94.8
December 29, 2025 15:30Refinery % Operable Utilization change	-	0.3
December 29, 2025 15:30Crude Oil Stock ex. SPR	-	424417.0
December 29, 2025 15:30Cushing, Oklahoma Stocks	-	20862.0
December 29, 2025 15:30Cushing, Oklahoma Stocks w/w change	-	-742.0
December 29, 2025 15:30Strategic Petroleum Reserve (SPR)	-	412171.0
December 29, 2025 15:30Strategic Petroleum Reserve (SPR) w/w change	-	249.0
December 29, 2025 15:30Total Motor Gasoline	-	225627.0
December 29, 2025 15:30Distillate Fuel Oil	-	118500.0
December 29, 2025 15:30Crude Oil Domestic Production	-	13843.0
December 29, 2025 15:30Crude Oil Domestic Production w/w change	-	-10.0
December 29, 2025 15:30Finished Motor Gasoline Products Supplied	-	9078.0
December 29, 2025 15:30Finished Motor Gasoline Products Supplied w/w change	-	622.0
December 29, 2025 15:30Distillate Fuel Oil Products Supplied	-	3786.0
December 29, 2025 15:30Distillate Fuel Oil Products Supplied w/w change	-	-372.0
December 29, 2025 15:30Kerosene-Type Jet Fuel Products Supplied	-	1693.0
December 29, 2025 15:30Kerosene-Type Jet Fuel Products Supplied w/w change	-	-111.0
December 29, 2025 15:30Residual Fuel Oil Products Supplied	-	478.0
December 29, 2025 15:30Residual Fuel Oil Products Supplied w/w change	-	-149.0
December 29, 2025 15:30Propane/Propylene Products Supplied	-	1181.0
December 29, 2025 15:30Propane/Propylene Products Supplied w/w change	-	-5.0
December 29, 2025 15:30Other Oils Products Supplied	-	4357.0
December 29, 2025 15:30Other Oils Products Supplied w/w change	-	-495.0
December 29, 2025 15:30Total Products Supplied	-	20573.0
December 29, 2025 15:30Total Products Supplied w/w change	-	-509.0
December 29, 2025 17:00Natural Gas Stocks w/w	-	-167.0
December 30, 2025 08:00HICP (p) m/m	-	0.0
December 30, 2025 08:00HICP (p) y/y	3.0	3.2
December 30, 2025 08:00CPI (p) m/m	-	0.2
December 30, 2025 08:00CPI (p) y/y	2.8	3.0
December 30, 2025 08:00Core CPI (p) y/y	-	2.6
December 30, 2025 08:00KOF Economic Barometer	101.4	101.7
December 30, 2025 08:00KOF Economic Barometer (prev)	-	-

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Macro Analysis

Data Analysis
Inflation Analysis

Political Risk

Daily Brief

MNI POLITICAL RISK-Trump Speaks Again On 'Affordability' In NC

President Trump to speak for the third time in just over a week on the state of the US economy and 'affordability' issue

December 19, 2025 13:09

Weekly Brief

MNI POLITICAL RISK ANALYSIS - Week Ahead 22-28 December

France faces budget deadline; Trump delivers announcement on Venezuela; Thailand & Cambodia hold high-level talks

December 22, 2025 13:34

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 22 Dec

We summarise 2026 funding plans. There are no scheduled operations in the upcoming week.

December 19, 2025 17:37

MNI EGB Issuance, Redemption and Cash Flow Matrix – W/C 15 Dec

We summarise 2026 funding plans. Belgium is due to conclude issuance for the year with an ORI operation.

December 12, 2025 17:02

MNI Gilt Week Ahead: 8 December 2025

The focus this week will be on MPC speak, monthly activity data and Chancellor Reeves’ testimony ahead of the TSC.

December 08, 2025 14:55

MNI UST Issuance Deep Dive: December 2025

Treasury has made its biggest hint in quite a while that auction size increases are on the foreseeable horizon.

December 08, 2025 12:54