FED LIQUIDITYReserve balances, repo dynamics and front-end funding volatility back at the centre of the macro debate•
US EQUITIESMega-cap index concentration stays extreme as leadership narrows to a handful of AI-linked names•
PRECIOUS METALSGold holds near record highs as central-bank buying and fiscal deficits underpin hard-asset demand•
CHINA POLICYBeijing stimulus and balance-sheet repair remain the swing factor for global trade and EM risk•
FX & RATESDollar cyclicality and rate-cut pricing drive the G10 carry and cross-asset positioning debate•
CREDITPrivate-credit spreads and liability-management activity keep restructuring desks fully occupied•
FED LIQUIDITYReserve balances, repo dynamics and front-end funding volatility back at the centre of the macro debate•
US EQUITIESMega-cap index concentration stays extreme as leadership narrows to a handful of AI-linked names•
PRECIOUS METALSGold holds near record highs as central-bank buying and fiscal deficits underpin hard-asset demand•
CHINA POLICYBeijing stimulus and balance-sheet repair remain the swing factor for global trade and EM risk•
FX & RATESDollar cyclicality and rate-cut pricing drive the G10 carry and cross-asset positioning debate•
CREDITPrivate-credit spreads and liability-management activity keep restructuring desks fully occupied•
Directory/Macro & Monetary Dynamics/Grant's Interest Rate Observer
US • United StatesMacro & Monetary DynamicsAnalysispaidVerified Desk

Grant's Interest Rate Observer

Independent Rate & Credit Analysis

James Grant's long-running independent biweekly on interest rates, credit cycles and monetary history, prized by institutional allocators for contrarian rigour.

TypeAnalysis
Asset ClassFixed Income, Macro
NicheInterest-rate cycles & credit
Birth Date1983
Price$2,085/yr
HeadquartersNew York, US
Tierbenchmark
Visit Official SiteClaim or Boost

Coverage Domains

#Interest Rates#Credit Cycles#Monetary History#Contrarian#Institutional

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