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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.
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.

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%.

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

February 6, 2026 6:25 PM UTC
Bottom Line: According to official announcement, Russian economy grew by 1.0% in 2025. President Putin said this slowdown was expected and intentional as part of measures aimed at curbing inflation. We think Central Bank of Russia’s (CBR) previous aggressive monetary tightening coupled with sancti