Valuable historical summary - though centred on sovereign debt, the mechanisms of financial repression, inflation, and fiscal tightening align with themes of liquidity and operational risk TCLM covers. If you're modelling how macro policy impacts business finance, it’s worth a skim.
Valuable historical summary - though centred on sovereign debt, the mechanisms of financial repression, inflation, and fiscal tightening align with themes of liquidity and operational risk TCLM covers. If you're modelling how macro policy impacts business finance, it’s worth a skim.
(It’s free)- https://tradecredit.substack.com/
Awesome! Thanks for sharing Debarshi - will def check it out
Thanks, Tanmay - appreciate you checking it out.