All signal, no noise

All signal, no noise

All signal, no noise

Latest insights

The EU, Germany, Spain and France will all look to hold auctions in the upcoming week.

Nov-28 17:10

European officials assess the EU-U.S. spat over the EU's Digital Services Act.

Nov-28 16:43

• We note how spreads in secondary are at or near the tight end of the range YtD despite significant primary issuance.

Nov-28 15:25

Former BCB deputy for monetary policy Luiz Fernando Figueiredo talks to MNI in an interview.

Nov-28 14:51

We look at ten big takeaways from the Budget. Increasing taxes and energy bills into an election looks questionable

Nov-28 13:07

Italian sources speak about possible measures to close a budget financing gap.

Nov-28 12:05

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FI Market Analysis

The MPC voted 5-1 to cut rates 25bp to 2.25%, as was expected. The discussion was between a hold or 25bp of easing.

November 27, 2025 03:53

The RBNZ is likely to cut rates 25bp on 26 November to 2.25%, edging below its estimate of "neutral".

November 25, 2025 04:04

We discuss the five factors (in order of importance) that will drive the market reaction to this week's Budget

November 24, 2025 12:41

The “fog” of data following the federal government shutdown is only slowly lifting.

November 21, 2025 07:56

FX Market Analysis

We discuss the five factors (in order of importance) that will drive the market reaction to this week's Budget

November 24, 2025 12:41

The “fog” of data following the federal government shutdown is only slowly lifting.

November 21, 2025 07:56

The UK Budget s the biggest domestic event of 2025. We answer main questions, outline potential measures and impacts.

November 21, 2025 05:00

A weekly wrap of some of the key macro themes/data outcomes for the Asia Pac region

November 21, 2025 06:27