Download PDF USA March’s initial market regime is dominated by a sudden and aggressive return of geopolitical risk premiums and supply-side energy shocks. The American equity markets faced a period of pronounced defensive positioning this Read more…
Download PDF Macro overview Can the world’s most privileged issuer face liquidity stress? The U.S. Treasury is considered the most stable market in the world, anchoring global pricing and liquidity conditions. However, 2026 poses an Read more…
Download PDF Executive Summary On February 28th and in the subsequent days the first wave of headlines were released: “Israel and the U.S. Strike Hundreds of Targets: Nuclear Sites and Missile Launchers Hit in the Read more…
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