Trade: SOFR

2024

Capital Flows

Oct 31, 2023

∙ Paid

I laid out how I am thinking about the potential for recession in the macro report:

Macro Insights/Report: Comprehensive Macro Report

Capital Flows

Oct 24

Macro Insights/Report: Comprehensive Macro Report

Hey everyone! I hope you had a good weekend Below is the comprehensive macro report that I write every month. The analysis is meant to focus on the top-down drivers in the economy and financial markets. If you are new and trying to understand more about macro or individual asset classes, check out the educational primers in this article:

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