Credit Market Overview
2nd October 2025
Click the link below for our latest summary on last month’s credit market performance and corporate activity. CLICK HERE TO READ THE FULL ARTICLE For more information please contact info@rubricsam.com more
Crunch Time
18th September 2025
Credit growth in the US is stalling and approaching levels which in previous timeshave signalled recession. The classic policy response would see governments ramp up borrowing (spending) to counteract the private sector slowdown. Simple in theory perhaps less so in practice. CLICK HERE TO READ THE FULL ARTICLE For more information please contact info@rubricsam.com. more
Credit Market Overview
3rd September 2025
Click the link below for our latest summary on last month’s credit market performance and corporate activity. CLICK HERE TO READ THE FULL ARTICLE For more information please contact info@rubricsam.com more
America’s Next Nixon/Burns
21st August 2025
A sitting President leaning on a compliant Fed Chair is not unprecedented in UShistory. One of the most infamous examples involved Nixon pressuring Fed ChairArthur Burns to cut interest rates ahead of the 1972 election. It would be fair tosay that did not end well. CLICK HERE TO READ THE FULL ARTICLE For more information […] more
The Cycle That Won’t Die
8th August 2025
The US economy is in the longest period of expansion post yield curve inversion(38 months) on record. While the weight of higher interest rates has been a majorburden for certain cohorts, aggregate growth has continued owing to theunprecedented levels of government spending, immigration and combined fiscaland monetary support. The dichotomy that has emerged between the […] more
Credit Market Overview
6th August 2025
Click the link below for our latest summary on last month’s credit market performance and corporate activity. CLICK HERE TO READ THE FULL ARTICLE For more information please contact info@rubricsam.com more
Markets Reaching Peak Detachment
14th July 2025
Nvidia has become the world’s first $4trln company, the S&P 500 has reclaimedits all-time high and credit spreads have (almost) never been tighter. Meanwhiletrade policy uncertainty (tariffs), geopolitics (Cold War 2.0?) and global economicgrowth are at best unsupportive at worst deeply concerning. With the additional kicker of (US) real rates at near 20-year highs, one […] more
Credit Market Overview
1st July 2025
Click the link below for our latest summary on last month’s credit market performance and corporate activity. CLICK HERE TO READ THE FULL ARTICLE For more information please contact info@rubricsam.com more
Breaking Down the Bond Market
27th June 2025
The bond market at present is facing competing narratives – on the one hand theprospect of higher inflation from tariffs, yet more debt issuance from the BigBeautiful Bill, and general negativity towards the US Dollar (and broader USassets).On the other, there is the growing sense that the economy is on the cuspof a material slowdown, […] more
Credit Market Overview
4th June 2025
Click the link below for our latest summary on last month’s credit market performance and corporate activity. CLICK HERE TO READ THE FULL ARTICLE For more information please contact info@rubricsam.com more
