It's now been a year since the weekly market summary thread moved to substack. You will all be surely accustomed to the classic format: - macros/narratives - markets (with interest rate, fx, equity and commodity hedging) - micro (with comments on the movements of individual HY issues and issuers;
Your work has always been helpful and I’ll miss reading your weeklies! But it’s totally understandable: writing consistently is a huge commitment and even if it looks like a lot of work to your readers, it’s always more time than it seems.
Totally understand. It is a big ask to put out content above and beyond the real world. Will miss your work on Substack but hope to continue to see on Twitter
Your work has always been helpful and I’ll miss reading your weeklies! But it’s totally understandable: writing consistently is a huge commitment and even if it looks like a lot of work to your readers, it’s always more time than it seems.
Always very helpful content! I appreciate your work & learn a lot! Big effort! Thanks vm
Thanks for taking the time to do this, was a great summary, keep up the good work on Twitter
It's a pity, it was really helpful and well done, I will miss it ! Thank you for your effort !!
thank you for all, producing good content with cadence is time and energy intensive ... the new format will also be very good, thank you!
Totally understand. It is a big ask to put out content above and beyond the real world. Will miss your work on Substack but hope to continue to see on Twitter