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/Credit, Restructuring & Distressed/The Credit Strategist
US • United StatesCredit, Restructuring & DistressedAnalysispaid

The Credit Strategist

Credit Markets & Macro Strategy

Michael Lewitt's credit-market strategy and risk commentary, focused on credit cycles, capital structure and macro risk for professional investors.

TypeAnalysis
Asset ClassFixed Income, Macro
NicheCredit strategy & risk
Birth Date2005
Price~$500/yr
HeadquartersUnited States
Tierindependent
Visit Official SiteClaim or Boost

Coverage Domains

#Credit Strategy#Risk#Capital Structure#Macro#Commentary

Related Research Desks & Publications

USMixed

Citrini Research

Thematic Equity & Global Macro, Cross-Asset

~$50/mo · $500/yr

USAnalysis

Doomberg

Energy, Finance & Geopolitics

$400/yr · $1,200/yr

USAnalysis

Grant's Interest Rate Observer

Independent Rate & Credit Analysis

$2,085/yr

Return to newsletters.markets Directory