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 23, 2026 13:26

Weekly Brief

World leaders travel to Davos for high-profile WEF; French PM may push budget through, risking confidence vote

January 19, 2026 13:37

Central Banks

Fiscal Policy

Slovakia, Germany and France are all to hold auctions in the upcoming week; we look for Austrian and Spanish syndication

January 23, 2026 18:17

EU, Italy, Germany and potentially Portugal will hold auctions next week, with a potential German syndication.

January 23, 2026 06:52

France is scheduled to hold MT OAT and linker auctions today.

January 22, 2026 08:05

Austria, Cyprus and Finland all announced mandates to hold syndications while Germany is scheduled to hold an auction.

January 21, 2026 06:45