Macro Pulse
Credit conditions, by geography.
A short, sourced read on what our macro layer is seeing in each market we cover. Updated on a running cadence, not written once and left to go stale.
The Rollover Wall
US: real yields, a $10.77T Treasury rollover, and spreads that haven't caught up
Two Shocks, One Rupee
India: Brent and the rupee compounding on the external account
Smaller Debt, Same Yield
UK: gilt yields still pricing the 2022 fiscal-credibility gap
Sourced from our own macro layer, no LLM narration between the source and the number. Every figure traces to a named dataset (US Treasury, FRED, RBI, ONS) cited on each page.