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
| Date | Fcst | Prev |
|---|---|---|
March 12, 2026 11:00 Interest Rate | 37.00 | 37.00 |
March 12, 2026 12:00 Social Financing | 9.31 | 7.22 |
| March 12, 2026 12:00M2 YTD y/y | 8.9 | 9.0 |
| March 12, 2026 12:00New Loans | 5.58 | 4.71 |
March 12, 2026 12:00 IPCA Inflation m/m | 0.63 | 0.33 |
March 12, 2026 12:30 Trade Balance | -66.0 | -70.3 |
| March 12, 2026 12:30Previous Trade Deficit Revised | - | - |
Macro Analysis
Political Risk
Daily Brief
Daily round-up of news from the US.
March 11, 2026 13:17Weekly Brief
War in Iran dominates markets & political landscape; Trump addresses GOP Reps; Kast inauguration in Chile
March 09, 2026 13:52Central Banks
Fiscal Policy
Ireland and Italy will hold auctions today while the non-competitive stage of the Portuguese auction will be held.
March 12, 2026 06:40Germany and Portugal will hold auctions today while Ireland and Italy will look to follow tomorrow.
March 11, 2026 06:49The EU is likely to hold a syndication today while Austria and Germany will hold auctions.
March 10, 2026 06:47The EU is scheduled to hold a syndication while five countries will hold auctions in the upcoming week.
March 06, 2026 16:01
