Brian McCarthy
Managing principal of MacroLens LLC and a macro strategist focused on fixed income, rates, and currencies, with decades of buy- and sell-side experience and institutional research published via Substack and MacroLens.
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Mar 14, 2026 • 2h 21min
Straws Accumulating on The Camel’s Back (Guest: Brian McCarthy)
Brian McCarthy, managing principal of MacroLens and macro strategist specializing in fixed income, rates and FX. He discusses market reactions to the Middle East conflict and why hiking into a supply shock is dangerous. He questions the sustainability of China optimism and flags cheap two-year dollar‑CNH calls as insurance. He also outlines risks from credit stress, energy shocks and breadth deterioration in equity markets.
