Macro and Credit - Markets musings
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 125 | Founded | 4 years ago | Last Issue | 16 days ago |
| Active | |||||
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The Ides of October
“The best plan is to profit by the folly of others.” - Pliny the Elder
Looking at the continuation of “Bondmageddon” and the murderous rampage of “Bondzilla” (the Fixed Income monster), leading to a significant rise in bond yields in gener...
The Catiline Conspiracy
PDF presentation for our paying subscribers
“Quousque tandem abutere, Catilina, patientia nostra?”
The Catiline Conspiracy
“To be ignorant of what occurred before you were born is to remain always a child.” - Marcus Tullius Cicero
Watching with interest the unabated rise in US Treasury yields in general and in G7 in particular, with the recent arm-twisting att...
The Eighteenth Brumaire
PDF presentation for our paying subscribers
“The Eighteenth Brumaire” connects political risks, fiscal urgency, and late-cycle warnings. It combines historical metaphors, fiscal warnings, credit market signals while adding a fresh, politic...
The Eighteenth Brumaire
“In revolutions authority remains with the greatest scoundrels.’ - Georges Jacques Danton
Looking at the latest dismal GDP growth data coming out of France, in conjunction with the return of the ”bond vigilantes” in Europe and “Bondzilla”...
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Authors
The writers behind this newsletter.
During my career I have had different roles within various banks, covering various products, from FX to High Grade Bonds. I have always been passionate about markets and particularly on Macro trends.
Rehumanizing fiduciary advisor practices. I help $2M–$30M HNWI families build, grow, protect and pass on lasting wealth. Founder ATOMIQ, host of ATOMIQ LEVEL, Partner at nBrain AI , USDC BTC ATOMiQ Treasuries, 4× #1 bestselling author.
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