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 Analysis

Political Risk

Daily Brief

Daily round-up of news from the US.

January 08, 2026 13:22

Weekly Brief

Venezuela's Maduro faces NYC court hearing; 'Coalition of Willing' leaders meet in Paris on Ukraine security guarantees

January 05, 2026 13:36

Central Banks

Fiscal Policy

Italy and Portugal are both likely to hold syndications today while Spain and France will hold auctions today.

January 08, 2026 06:45

Issuance is expected to ramp up steeply in the second week of the new year.

January 02, 2026 20:33

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

December 19, 2025 17:37

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

December 12, 2025 17:02