Macro Credit Thinking
Zoso DaviesUnderstanding financial markets through the lens of fixed income and credit. 15 years in sell-side research, now a hedge fund analyst. Join me in joining the dots.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 35 | Founded | 10 months ago | Last Issue | 9 days ago |
| Active | |||||
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macrocreditthinking.substack.comLatest Issues
Generative Financing
Generational investment spending by the most profitable companies in history, in a win-or-die sprint towards AGI has become the key driver of markets - equities in particular - despite a slowly building global energy crisis, as disruptions...
When equity leads
On Friday, the S&P and Nasdaq closed at all-time highs, despite the conflict in Iran keeping upward pressure on bond yields and credit spreads, particularly in Europe. Credit and macro investors (and macro-credit investors) continue to marv...
In Private Credit, narrative drives you
The Private Credit backlash has been swift and violent. Titans of finance that were the envy of mere banks a year ago have been humbled, struggling to fend off a seemingly relentless surge of bad publicity. In public markets, the few vehicl...
Cracks are showing
Global risk assets remain under intense pressure, while bonds have exaggerated the pain as yields aggressively spiked higher - leaving nowhere to hide. The war in the Middle East has reignited stagflationary fears that had barely been laid...
Analysis Paralysis
Two themes have increasingly pressured financial markets over the last month: the AI revolution; and Iran de facto closing the Strait of Hormuz. Market participants were frustrated by the lack of volatility in December and January, but rece...
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| Subscribers | Engagement | 71 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
15 years of getting credit markets wrong, thoughtfully.
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