View:
February 10, 2026
February 09, 2026
Preview: Due February 20 - U.S. February S and P PMIs - Manufacturing significantly stronger, Services marginally so
February 9, 2026 6:32 PM UTC
We expect improvement in February’s S and P PMIs, more significantly in manufacturing, to 53.5 from 52.4, with services seeing only a modest increase to 53.0 from 52.7.
Preview: Due February 18 - U.S. December Durable Goods Orders - Aircraft to slip, but ex transport trend is positive
February 9, 2026 4:26 PM UTC
We expect December durable goods orders to fall by 5.0% after a 5.3% increase in November, the reversal led by aircraft after a strong November increase. Ex transport we expect a 0.4% increase, matching the gain in November.
Preview: Due February 10 - U.S. December Retail Sales - Maintaining momentum
February 9, 2026 2:18 PM UTC
We expect retail sales to maintain momentum in December, rising by 0.6% overall and by 0.5% ex auto, both matching their November increases. Ex autos and gasoline we expect a 0.5% increase, a modest pick-up from two straight gains of 0.4%.
India’s Union FY27 Budget: A Pragmatic Blueprint That Prioritises Stability over Stimulus
February 9, 2026 7:47 AM UTC
India’s 2026–27 Union Budget opts for prudence over populism, targeting a fiscal deficit of 4.3% of GDP and boosting capital expenditure by 11.5%. The government shifts focus to services-led job creation, defence modernisation, and water infrastructure while trimming subsidies, while tax tweaks
