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Credit from Macro to Micro

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Latest Issues

Rate weekly update

Good morning everyone; this piece is a first attempt at a potential weekly addition dedicated to the world of interest rates (G4).

Good morning everyone; this piece is a first attempt at a potential weekly addition dedicated to the world o...

19 days ago
13
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Macro Bar Talks

Good morning everyone, and welcome back at this new edition of this new publication (totally free for everyone) talking about macro assets.

This was a brutal week for risk assets, driven by two simultaneous shocks: the full collapse of th...

25 days ago
13
3

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.

a month ago
15
Paid

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...

a month ago
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7

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...

a month ago
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7
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