Deer’s Newsletter

America Remains

Introduction

Sep 5 • 

Deer Point Macro

14

August 2025

Everything Macroeconomics

Introduction

Aug 23 • 

Deer Point Macro

8

Buckle Up: Is a Hard Landing Coming?

Introduction

Aug 5 • 

Deer Point Macro

8

July 2025

Credit Outlook

Introduction

Jul 28 • 

Deer Point Macro

6

Zynergy: The Smokeless Catalyst Behind Philip Morris’s Next Chapter

Introduction

Jul 17 • 

Deer Point Macro

3

Is the Dollar Role in Global Trade Declining and Geopolitical Ramifications

Introduction

Jul 7 • 

Deer Point Macro

26

Credit Impulse and Global Outlook

Introduction

Jul 5 • 

Deer Point Macro

13

3

June 2025

No Recession and Forecasts

Introduction

Jun 28 • 

Deer Point Macro

13

Strait of Hormuz and Oil and Gas

Introduction

Jun 24 • 

Deer Point Macro

10

Macro Update

Introduction

Jun 23 • 

Deer Point Macro

8

Equities, Fixed Income, and Credit

Introduction

Jun 4 • 

Deer Point Macro

15

1

April 2025

Uncertainty Remains Certain

Introduction

Apr 11 • 

Deer Point Macro

11

1