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Credit from Macro to Micro

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Latest Issues

Divergent forces

ECB, Gas and Baguettes

Next week (October 29) there will be a new ECB meeting. While market price correclty a 0% probability of a new hike (after the September hike), and a second insurance hike will be probably in December, the question t...

9 days ago
8
2
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Flying high

Space X results: reading the coffee grounds

Last night, SpaceX announced its results, and many of you—perhaps those with a greater focus on equities or a bottom-up approach—have likely already read a good deal about them.

11 days ago
11
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A tactical trade

Good morning to all,

Good morning to all,

16 days ago
11
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When Higher Yields Beget Higher Yields

The Hidden Convexity of Treasury Futures

Treasury Futures Are Not Static Duration Instruments

25 days ago
12
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Fixed Income à la carte (September)

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
16
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