
Macro, Money & Markets - A Weekly Breakdown. Your go-to source for in-depth analysis of global macro trends, monetary policy shifts, and market dynamics. Frequent insights decoding key developments shaping the economy and financial system.
| Platform | Pricing | Only free issues | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 120 | Subscribers | Read | goghieas.substack.com |
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The notion of tiered interest rates on reserves has garnered (once again) attention in policy circles and technical commentaries as a potential tool for central banks (now even for the Federal Reserve) to manage liquidity and reduce the so-...
Recent debate around the appropriate size of the Federal Reserve’s balance sheet has resurfaced in force following the nomination of Kevin Warsh as the next Fed Chair. Warsh’s criticisms, and similar arguments in the financial press, centre...
Lately, I increasingly feel that people are trying to reintroduce (apocalyptic) narratives into the public debate, often without solid empirical backing, simply to generate attention. It has become fashionable to predict the demise of the U...
In recent global markets commentary, the specter of a so-called “capital war” has been raised with renewed force, largely via warnings from high-profile investors about what may lie ahead if geopolitical tensions escalate. Ray Dalio, founde...
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I provide bi-weekly breakdowns of Macro, Money, and Markets, offering insights into global (macro)economic trends and bridging the gap between research and real-world developments.
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