Rates and the Global Outlook
|November 3, 2022
We wrap up our unpacking of the rich content delivered by our three top economists in last month’s exclusive webinar by looking at global policies. With the exception of Brazil the Fed is way ahead of other central banks in its quantitative tightening and rate hike program. The ECB is “dithering” and the BOE not well organized…
▶︎ Read Oct 24 2022 newsletter: here
▶︎ Chart of the Week: here (by The Lead Left Presents)
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Private Credit Defaults 101: Back to School
As Labor Day approaches, the unofficial end of summer is upon us. But, before we get too sad, there is also the familiar back-to-school energy.