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

Trump repeats comments regarding Democrat "hoax" around 'affordability' issue in speech that may set tone for midterms

December 10, 2025 13:24

Weekly Brief

Meetings continue at pace on Ukraine peace plan; France holds crucial budget vote; Reeves faces questioning on Budget

December 08, 2025 13:31

Central Banks

Fiscal Policy

The focus this week will be on MPC speak, monthly activity data and Chancellor Reeves’ testimony ahead of the TSC.

December 08, 2025 14:55

Treasury has made its biggest hint in quite a while that auction size increases are on the foreseeable horizon.

December 08, 2025 12:54

Austria and Italy will look to hold conventional auctions in the upcoming week.

December 08, 2025 07:04

Austria and Italy will look to hold conventional auctions in the upcoming week.

December 05, 2025 09:02