Credit from Macro to Micro
Global Macro, Commodities, Fixed Income (HY)
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 138 | Founded | 4 years ago | Last Issue | 3 days ago |
| Active | |||||
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creditfrommacrotomicro.substack.comLatest Issues
The AI Capex Debt Supercycle
When Your Favourite Tech Stock Became a Bond Issuer
The greatest infrastructure buildout since the railroads is being financed not by equity alone, but by the investment-grade bond market. And the bond market is starting to notice.
The Phantom Spike
Good morning everyone; today I jotted down a few ideas I had in mind to better explain what we are witnessing.
Over the past three months, something apparently paradoxical has been happening in the German government bond market. The real y...
Fixed Income à la carte (June)
A monthly view of fixed income markets
Good morning and welcome to this new edition of our piece dedicated to rates and bonds. Before we begin, if you haven’t already, you can subscribe by clicking below and share with friends and colleagu...
Fixed Income à la carte (May)
A monthly view of fixed income markets
Good morning and welcome to this new edition of our piece dedicated to rates and bonds. Over the past month, the script seems to be consistently the same. Interest rates appear to be insensitive to ma...
The Bond Futures Roll
What it is, how to read it, and when it becomes a trade
There is a decision every futures trader faces every quarter, without exception: roll or do not roll, and — more importantly — when. The wrong answer has a cost. Not a dramatic one. B...
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| Subscribers | Engagement | 74 | Monthly Web Visits | ||
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The writers behind this newsletter.
Prop. Trader - Global Macro, Fixed Income (HY / Subordinated) - CFA Charterholder buymeacoffee.com/CreditMacroMicro
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