John Grey is a founding editor at Solomon Grey Capital, covering private credit, global macro, and institutional investment strategy across Asia and global markets.
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John Grey — Macro & cross-asset desk The Federal Reserve held its target range at 3.50 to 3.75 percent for the fourth consecutive meeting on Wednesday. The unanimous 12-0 vote was the headline. It was also the least important thing that happened in Washington this week. The
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John Grey — Healthcare & longevity desk On the morning the markets were busy pricing a US-Iran ceasefire and a Federal Reserve hold, GSK’s new chief executive wrote the largest cheque of his tenure for a Cambridge, Massachusetts biotech that has yet to generate a single dollar of commercial
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John Grey — Asia markets desk The Bank of Japan will almost certainly raise its policy rate to 1.00 percent at Tuesday's meeting, the highest setting it has held in roughly thirty years. That part of the price action is, for once, fully embedded in the market. What
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Every major US bank CFO delivered Q2 guides 5 to 12 points above consensus at Morgan Stanley's conference. The mid-July prints will close the gap.
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Trump announced a draft Iran deal Wednesday. Brent fell 4%. JPMorgan's Kaneva still models $100 Brent through year-end under that exact scenario.
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BCRED's first-ever gate, Holly Kim's $500B pipeline and SDNY's valuation probe all landed on the same day. The disagreement is over.
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Treasury just demonstrated it can reach inside Iran's crypto wallets. The June sell-off is not the cycle rolling over. It is bitcoin's macro-hedge identity bein
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Brent posted its largest monthly decline in six years. The sell-off priced a U.S.-Iran agreement that has not been signed and a physical normalization that take
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The May 7 trade-court ruling did not lower the effective tariff rate. It removed one statutory instrument from a four-pillar regime that still floors duties in
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Markets read Jamie Dimon's Bernstein conference signal as a deal warning. The substance was the opposite — a CEO disciplining his C-suite into holding capital b
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Proskauer 2.73%. Fitch 6.0%. KBRA 3.1%. The conversation about private credit defaults is asking the wrong question — and the divergence itself is the most info
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The market read the four April dissents as a hawkish tilt and repriced cuts out. The deeper read is a forward-guidance crisis that lifts the term premium floor.