Macronomics

Personal comments on Macro trends, Macro news and views. All rights reserved. Disclaimer: Information provided on this blog does not constitute a recommendation or advice to purchase any investment, product or service listed or mentioned on this blog. Information displayed on this blog is not intended as specific investment advice and should not be relied on for making investment decisions.

Showing posts with label disintermediation. Show all posts
Showing posts with label disintermediation. Show all posts
Friday, 21 December 2018

Macro and Credit - Fuel dumping

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"One of the tests of leadership is the ability to recognize a problem before it becomes an emergency." -  Arnold H. Glasow, Amer...
Tuesday, 8 November 2016

Macro and Credit - Pregabalin

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"Optimism is the opium of the people." - Milan Kundera Watching with interest the largest outflow ever in US High Yield ($3.9b...
Tuesday, 9 September 2014

Credit - Sympathy for the Devil

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"The greatest trick European central bankers ever pulled was to convince the world that default risk didn't exist"  - Macron...
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