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Fragile Demand for JGBs
What are JGBs? JGBs are akin to U.S. Treasuries (USTs) in Japan. They are issued monthly by the Japanese government, which is fully...
Aug 7, 2025


Unity Macro Analysis: July 2025
Unity Macro Analysis: July 2025 Interest rate is a key driver of our business at Unity. At present, the U.S. macroeconomic environment...
Jul 16, 2025


Private Credit’s $1.7 Trillion Dilemma
Moody’s recent warning about rising systemic risk in private credit—driven by surging retail inflows—touches on something fundamental:...
Jun 4, 2025


Treasury Yield Shifts amid U.S.-China Tension
The recent rise in U.S. Treasury yields is a reminder of just how intertwined our global systems are and how quickly change can unfold....
Jun 4, 2025


Private Credit vs BDCs: A Direct Comparison
Private credit is booming, but not all strategies are created equal. Business Development Companies (BDCs) have long offered access to...
May 28, 2025


Moody’s Downgrade on U.S. Credit Rating
Moodys downgrade is not just a data point - it’s a signal. It’s a signal to investors that rules are shifting. 1. The U.S. is under...
May 23, 2025
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