Author

Jack Childs

Markets Macro27 Mar 2026

The Week That Reset the Rate Narrative

Six central bank holds in 48 hours, Brent crude approaching $96, and a US-Iran military conflict have shattered the consensus rate narrative of early 2026, resetting the dollar, the yen, and the entire FX outlook.

FX Federal Reserve Bank of England Bank of Japan Oil Geopolitics US Dollar

Raghu Kohli6 min read

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Markets Private Credit16 Mar 2026

Wall Street's Blind Spot

Retail investors are pulling billions, insiders say defaults are already here, and banks are quietly tightening credit. The mixed signals across private credit mask a single uncomfortable truth.

Private Credit Private Equity Risk Wall Street

Alexander Eklund7 min read

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