Archive - Deer’s Newsletter

No Recession and Forecasts

Jun 28 •

Deer Point Macro

Strait of Hormuz and Oil and Gas

Jun 24 •

Deer Point Macro

Jun 23 •

Deer Point Macro

Equities, Fixed Income, and Credit

Jun 4 •

Deer Point Macro

April 2025

Uncertainty Remains Certain

Apr 11 •

Deer Point Macro

March 2025

Turkey Macro Outlook

Mar 22 •

Deer Point Macro

Mar 9 •

Deer Point Macro

February 2025

Feb 2 •

Deer Point Macro

January 2025

US Growth and Macro Outlook

Jan 26 •

Deer Point Macro

Prenote Thanks: I would like to give a huge thank you to Augur Labs (@augurinfinity) on X.

Jan 17 •

Deer Point Macro

December 2024

Dec 23, 2024 •

Deer Point Macro

Rates and FX continue to drive uncertainty throughout financial markets.

Dec 17, 2024 •

Deer Point Macro

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