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What about Blackstone’s $50bn credit fund?

BREIT contagion candidates

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US Dollar
The hottest US export is the dollar

If only central banks could keep track of it

Asia-Pacific economy
India takes off?

Morgan Stanley’s new fave EM

Passive Investing
Fido (hearts) ETFs

Damascene conversions

Markets
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US economy
Recession watch: manufacturing edition

Labour markets look good. US manufacturing does not.

Further reading

Credit Suisse; immaculate disinflation; safety deposit boxes; quitting Russia; Chinese marriages; and virtual communism

Fund management
BREITing bad

Relax though, this isn’t the summer of 2007

Where in the world is Sam from Alameda?

Trabucco!

World
Moron Risk Premium is canon, kind of

The BoE-approved method

Global Economy
All those 2023 economics and markets outlooks, distilled

An axes of evil compendium

Cryptocurrencies
Posting through it, crypto-Lehman edition

“I didn’t ever try to commit fraud on anyone”

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