Merlin Weekly Macro: Debt and deficits plague the West
The Jupiter Merlin team discuss the economic prospects of the world’s major economies. Can the highly indebted West grow enough to fund spending plans?
The Hitachi blueprint: corporate restructuring in Japan
Dan Carter and Mitesh Patel examine some corporate restructuring stories in Japan, where much progress has already been made but the market is hungry for more.
Ariel Bezalel and Harry Richards discuss how the US economy is finally feeling the impact of higher rates and where they see value across the fixed income spectrum.
Merlin Weekly Macro: Can the US constitution endure Trump?
The Jupiter Merlin team examine the state of US politics, as Trump survives an assassination attempt and Biden continues to come under pressure to withdraw.
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