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.
March 04, 2026 13:33Weekly Brief
Crisis in Middle East dominates global politics & markets; Merz meets Trump in D.C.; 'Two Sessions' start in Beijing
March 02, 2026 14:00Central Banks
Fiscal Policy
Books for the retail-only BTP Valore remain open while Germany will return to the market today to hold a Green auction.
March 04, 2026 06:54Today, Austria and Germany are likely to hold syndications, the Netherlands a DDA and Germany a conventional auction.
March 03, 2026 09:38Today, Austria and Germany are likely to hold syndications, the Netherlands a DDA and Germany a conventional auction.
March 03, 2026 06:52We look at the market and political implications of the Spring Statement and expectations for the FY26/27 gilt remit.
March 02, 2026 07:04
