Active Fixed Income Q4 2025: Caught in the Crosswinds (Vanguard)
While tariffs will still have an effect, positive growth drivers should help the economy over the coming quarters.
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Extra Credit: Why Auto Credit May Be the Canary in the Coal Mine (Mawer IM)
Credit markets today reflect a level of calm that feels increasingly out of sync with reality. Investment grade…
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The Macroeconomic Effects of Deglobalization (European Commission)
The paper focusses on two structural deglobalization trend scenarios: first, exogenous disruptions to inter-…
Pax Americana: Security, Stability, and the U.S. Exorbitant Privilege (Northwestern University)
The author creates a model that interprets the exorbitant privilege as an equilibrium rent on global security…
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