Little Miss London Jewellery
The jewellery label I founded as a teenager — currently rebuilding. New site dropping later this year.
littlemisslondonjewellery.com
The Basis Point
Bonds sit at the intersection of finance and macroeconomics and that is why I write about them. For me, they are a lens to see how interest rates, inflation, and geopolitical risks shape the broader economy. This ability to see both the big picture and the granular details is what drives my passion for bonds, and why I want to build my career in capital markets.
I write bond notes about rates & macro
Rates & Macro26 Jun 2026Super El Niño: The Yield Curve’s Hero or Inflation’s Villain?Could climate change become a structural source of inflation?
Rates & Macro23 Jun 2026A Clear Picture of the Wrong ProblemThe UK's new bond market transparency programme arrives just in time to give investors a clearer view of why they shouldn't be buying
New Issues16 Jun 2026Tech Giants and the New Logic of Bond IssuanceExamining the strategic surge in bond issuance among tech giants amid higher-for-longer interest rates and unprecedented AI investment demands
Private Credit9 Jun 2026The Price of Opacity in Private CreditPrivate credit's booming but are investors paid for opacity risk, not just credit risk?
The curve
US Treasury yield curve · 1Y → 30Y · updated daily
As of 30 Jun 2026 · source: TreasuryAbout
A bit more about meA bit more about me
Hi, I'm Nathalie, a recent graduate from the London School of Economics with a BSc in Economics and Social Policy, and passed the CFA Level I exam earlier this year. That's where the habit of writing this kind of thing started. During my degree I worked as a Summer Analyst at J.P. Morgan's Global Private Bank.
What I keep coming back to are bonds. The way rates, inflation expectations, and central bank credibility interact with macro fundamentals always has its own story to tell, and bond markets tend to be one of the more honest real-time reads on the economic outlook.
I write these notes whenever something in the market is worth thinking through, to put what I'm reading into my own words and stay close to a market I find genuinely interesting.
Projects
Things I’m building
Book Portfolio
Short reviews of what I'm reading — behavioural finance, value investing, and the occasional novel.
Get in touch
Happy to talk bonds, books, or anything in between.Happy to talk bonds, books, or anything in between.
Reach me directly, or send a note from here. Both land in the same inbox.