Essays on sovereign debt, ESG ratings and crypto credit assessment, grounded in primary sources such as rating agency reports, investor surveys and official progress reports. Readers get careful, source-cited analysis of how financial evaluators and institutions shape markets.
Website: https://www.drdanielcash.com/
FinFormed publishes critical commentary on sovereign debt and Islamic finance, with a focus on Bangladesh's borrowing plans and sukuk pricing. Issues work through academic papers, rating agency commentary and market data to test claims and explain the arithmetic behind them.
Analysis of political and economic developments across Africa, covering topics such as aid policy, the impact of US funding cuts and sovereign debt. Readers get data-driven explainers and commentary on the forces shaping the continent.
An advocacy newsletter campaigning for the cancellation of Ukraine's GDP-linked warrant debt held by private creditors. Issues cover the June 2025 default on the warrants, quotes from official statements and hedge-fund responses, and the campaign's arguments against paying such creditors during the war.
A macro research newsletter arguing that interest rate risk, FX flows and liquidity drive the current regime, with a paid daily livestream and models aimed at traders. Issues offer strong directional claims about Eurozone debt, free-floating currencies and rate mispricings, but the excerpts mostly assert conclusions and point to paid reports rather than showing the supporting analysis.
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