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Working notebook on rates, credit, and the markets in between — filter by topic below.

26 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 buyingRates & Macro16 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 demandsNew Issues9 Jun 2026The Price of Opacity in Private CreditPrivate credit's booming but are investors paid for opacity risk, not just credit risk? Private Credit