Macro Credit Thoughts
Zoso Davies"The important thing is not to stop questioning. Curiosity has its own reason for existing."
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 28 | Subscribers | Read | macrocreditthinking.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Stop, look, listen, think
January was a non-stop barrage of headlines, comparable to the policy onslaught in the first few months of the Trump administration. Geopolitical events spanned the US kidnapping of Maduro, President Trump’s pressure talk over Greenland and...
Bills, bills everywhere!
On reflection, maybe January was not the optimal time to experiment with a shift to bi-weekly articles. Two weeks into the new year, the US has de-facto made Venezuela a vassal state and seized multiple oil tankers in international waters, ...
One view to rule them all, and in the darkness bind them
Returning from the holiday break, I am thankful for the time away from a keyboard and that little happened over the last few weeks (if we quietly elide the US capture of President Maduro). As expected, Santa brought a small rally that has l...
A year in review, a year ahead
This is the first year since 2009 that I have not had to contribute a couple of hundred pages to a credit outlook.
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Authors
The writers behind this newsletter.
15 years of getting credit markets wrong, thoughtfully.
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