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Greenland: U.S. Sphere of Influence or More?
January 7, 2026 8:05 AM UTC
· Trump will likely go for more pressure and then seek to negotiate with Denmark and Greenland. Denmark and Greenland already have mutual interests with the U.S. on security; minerals and Russia/China that are already covered by previous agreements and understandings. Trump would li
Russia’s Inflation is Expected to Continue to Soften in December
December 22, 2025 2:11 PM UTC
Bottom Line: After edging down to 6.6% in November, we expect Russian inflation to continue its decreasing pattern in December owing to lagged impacts of previous aggressive monetary tightening and relative resilience of RUB. December inflation figures will be announced on December 29, and we forese
DM Government Debt: 2026 Supply & Voters’ Resistance To Fiscal Consolidation
January 14, 2026 11:55 AM UTC
· We see the most persistent issue being supply (budget deficit + QT) in 2026, which should lessen into 2027 with a slowdown in ECB/BOE QT and a partial U turn by the BOJ. However, governments are also struggling with electorates that are resistant to higher taxes or lower governmen
Asia Summary and Highlights 14 Jan
January 14, 2026 5:58 AM UTC
Asia Session
The JPY has continue to weaken on Wednesday's Asia session, mostly driven by sentiment on potential February snap election for Japan's lower house. Both the U.S. Treasury and JGB yields are higher and there has not been new headlines so far today. BoJ will be discussing bond buying opera