Incoming Intern: Resource to better understand macro events and how they affect investments in credit
Will be interning this summer at a credit shop. My undergrad is not in economics, and I would like to have a better grasp of macro policy's applications in the markets (in the credit markets in particular). Ideally this wouldn't necessarily be an entire textbook, but rather more of like a primer or summary type situation. Thank you in advance for any reccomendations.
Removed for anonymity.
For some current insights, try to read John Authers' Point of No Return newletter
I'd highly reccommend that you take Portfolio Trading Masterclass and/or the Portfolio Trading Forex Masterclass by the Institute of Trading and Portfolio Management.
It gives you some excellent building blocks for understanding the business cycle.
Lehman has a great Credit Derivative primer that can be easily found
Lol
As long as it's not one from AIG, we good.
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