The Credit Strategist
The Credit StrategistA newsletter covering markets, finance, politics and culture since 2001.
| Platform |  | Pricing | Freemium |
|---|---|---|---|
| Publishes | Daily | Issues | 228 |
| Subscribers | Read | thecreditstrategist.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Those Incredible Shrinking Tariffs
President Trump’s proposed tariffs keep shrinking. Late last night, the President exempted a host of tech products from his reciprocal tariffs. Among the exemptions are smart phones, computers, semiconductors, solar cells, flat panel TV dis...
Basis Trades Bite
Markets are reeling as they seek steady ground as the aftershocks from President Trump’s tariff earthquake continue. While the media focuses primarily on stocks, the government bond market (at least for now) is starting to suffer sharp loss...
What Now?
I’ve written much of the following on Notes but I wanted to repeat it here on a Post that will be sent to all of my more than 8,000 readers. A lot of readers are asking me what I think is going to happen with tariffs and the markets so let ...
The Coming Crisis
The Credit Strategist April 2025
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Authors
The writers behind this newsletter.
Covering markets and policy since 2000. Predicted the 2002 & 2008 credit crises. Widely read by investors, policymakers & academics around the world.
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