Author Archives: Nigel Trimmer

Soft landing, hard selloff: the Fed’s paradox for stocks

UK borrowing overshoot exposes fragile fiscal rules

The Hidden Leverage Engine Behind Private Credit

BoE slows QT. The fragility is the message

Apollo taps insurers with a complex 10 billion credit pipe

The Customer Service Bot Boom Is A Hidden Fragility

IG private credit’s hidden reliance on banks

Short-Term Rate Breach Flags Tight U.S. Dollar Plumbing

Family Offices Are Buying Quiet Risk, Not Safety

Insurer-backed funding powers Apollo’s credit engine

Orsted’s Muted Reaction Masks Rights Issue Risk

Rising Yields Expose the Rally’s Thin Safety Margin

UK assets are in trouble — and any rewards come with plenty of risk

Peak Population Is Wall Street’s Blind Spot

Extreme bullishness is the oldest bear market signal