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.
November 06, 2025 13:30Weekly Brief
US government shutdown set to become longest-ever; Canadian gov't delivers 2026 budget; NYC elects new mayor
November 03, 2025 13:24Central Banks
Fiscal Policy
Thursday's MPC decision is far from certain between a cut and hold. We cover key drivers and motivations for each voter.
November 05, 2025 13:31Treasury’s first Refunding process of the 2026 fiscal year is likely to largely keep a steady approach to issuance .
November 03, 2025 16:11The EFSF is likely to hold a syndicated transaction early in the upcoming week while six countries will hold auctions.
October 31, 2025 16:25We round up the latest fiscal headlines and their potential impacts as well as a look ahead to this week's data.
October 27, 2025 17:20
