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Macro4Micro

Glenn Reynolds, CFA

Macro4Micro offers institutional quality research to a broad range of customer profiles. With our extensive background in capital markets and credit risk management, we offer differentiated asset risk perspectives for equity portfolios as well.

Platform
Substack
PricingOnly free issuesPublishesDaily
Issues1175SubscribersRead macro4micro.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Credit Markets: Toxic Brew? New or Old Recipe? 10-13-25

* The past week finally saw the markets hit a point of dislocation with a China flareup that rattled what has been a broadly unflappable market. The spike in HY OAS was mild by past spike standards, and the usual equity correlation effects ...

2 months ago
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The Curve: Macho Man Meets Patient Man 10-12-25

Wrong song for the occasion?

2 months ago
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Market Commentary: Asset Returns 10-11-25

* Another round of heavy tariffs and potential trade war escalation with China has set off fresh alarms in the market at a time when a shutdown is unfolding that could break Trump’s own record (34 days). The impacts of tariffs in place now ...

2 months ago
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Mini Market Lookback: Event Risk Revisited 10-11-25

Or is it just more of the same all at once?

2 months ago
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Authors

The writers behind this newsletter.

  • Glenn Reynolds, CFA

    Macro4Micro offers institutional quality research to a broad range of customer profiles. With our extensive background in capital markets and credit risk management, we offer differentiated asset risk perspectives for equity portfolios as well.

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