#fiscal policy

📰News 🌐 Macro

California Lawmakers Vote to Boost Budget Reserves Ahead of Anticipated AI IPO Surge

July 9, 2026 (124 days ago)

California votes to boost budget reserves to $24 billion in preparation for a wave of AI IPOs, balancing the expected tax revenue…

CMF SPX

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📰News 🌐 Macro

Andy Burnham Plans to Dismantle UK Treasury Split, Boosting PM's Economic Powers

July 9, 2026 (124 days ago)

UK's Andy Burnham seeks to centralize economic power by dismantling Treasury split, raising questions about policy coherence and sterling's outlook.

GBP/USD

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📰News 📋 Bonds

UK Long-Dated Debt Plan Spurs Market Backlash, Gilt Yields Poised to Climb

July 9, 2026 (124 days ago)

UK’s plan for long-dated debt issuance faces market pushback, threatening higher gilt yields and potential sterling weakness as investors question fiscal stability.

UK10Y GBP/USD

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📰News 📋 Bonds

UK Defense Chiefs Urge Burnham to Issue War Bonds for Military Spending

July 8, 2026 (125 days ago)

UK defense chiefs urge Burnham to issue war bonds to fund rising military costs, raising supply concerns for gilts and underscoring fiscal…

UK10Y UK02Y GBP/USD

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📰News 🌐 Macro

South Africa Treasury Slashes Johannesburg Funding Amid Wage Bill Dispute

July 7, 2026 (126 days ago)

South Africa's Treasury cuts Johannesburg funding over wage bill, bolstering the rand and government bonds while pressuring Johannesburg-listed stocks on fiscal discipline…

USD/ZAR SA10Y JTOPI

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📰News 🌐 Macro

Argentina Skips Bond Markets, Targets Investment Grade by 2031

July 6, 2026 (127 days ago)

Argentina will bypass bond markets in the near term and targets an investment-grade sovereign rating by 2031, a plan that could bolster…

ARG_GOVT USD/ARS

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📰News 🌐 Macro

European Defense Spending Surges as Missile Production and Air Defenses Expand

July 6, 2026 (127 days ago)

European rearmament drives missile output and air defense orders, boosting defense stocks and the euro as fiscal stimulus offsets debt concerns.

EUR/USD

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📰News 🌐 Macro

Germany Plans €118 Billion in New Debt for 2027 as Tax Revenues Slump

July 6, 2026 (127 days ago)

Germany's planned €118 billion debt issuance for 2027 threatens to lift government bond yields and weigh on the euro as tax revenues…

DE10Y EUR/USD

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📰News 🌐 Macro

Germany to Raise 2027 Bond Issuance as Tax Shortfall Forces Higher Borrowing

July 5, 2026 (128 days ago)

Germany's decision to boost 2027 bond issuance following a tax revenue shortfall raises the prospect of higher Bund yields and potential weakness…

DE10Y EUR/USD DAX

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📰News 🌐 Macro

Japan Posts Record Tax Revenue, Easing Debt Concerns and Lifting Yen, Stocks

July 2, 2026 (131 days ago)

Record Japanese tax collections signal fiscal strength, potentially tightening JGB supply and supporting yen appreciation, while reinforcing the bull case for Japanese…

JP10Y USD/JPY N225

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📰News 🌐 Macro

India Ramps Up $12 Billion Share Sale Plan as Oil Strains Budget

July 2, 2026 (131 days ago)

India ramps up its $12 billion state share sale program to cushion a budget blow from elevated oil prices, targeting key state-owned…

ONGC COALINDIA NIFTY +4

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📰News 🌐 Macro

Trump administration targets federal agency staffing cuts to streamline government

July 1, 2026 (132 days ago)

Trump's personnel office launches a drive to reduce federal agency headcount, targeting government efficiency and spending restraint.

SPX

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