Andre Chelhot
Former central banker, hedge fund manager, and chief economist. Writing sharp global macro insights on debt, geopolitics, and regime shifts. Ex–Bank of Canada, ex–Olayan. Ex Chief Economist at the Prague Finance Institute.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 179 | Founded | a year ago | Last Issue | 10 days ago |
| Active | |||||
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macroanchor.substack.comLatest Issues
The Policy Side of FX Interventions
- The Monetary Side of FX Interventions
Inside a Central Bank, FX rates are viewed very differently. They are not the starting point of the analysis but rather its final outcome. The real focus lies much deeper within the financial sy...
Jean de La Fontaine
For the past three weeks, I stepped away from Bloomberg screens, central banks and financial markets and spent the summer holidays in Mykonos in one of our funds’ properties, with my twelve-year-old daughter. Every year, the island becomes...
The Bet Is Still Winning
When we published our 2026 market predictions back in December 2025, we made a conscious decision that would ultimately define the identity of this publication. Rather than beginning with another discussion about inflation, another article...
The New Middle East
For more than fifty years, the debate surrounding the petrodollar has focused almost exclusively on a single question: will oil continue to be priced in U.S. dollars? That question has always been important, yet it has never been the most i...
The New Middle East
When President Richard Nixon announced on 15 August 1971 that the United States would suspend the convertibility of the dollar into gold, most observers understood that an important monetary arrangement had come to an end. The collapse of B...
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Former central banker, hedge fund manager, and chief economist. Writing sharp global macro insights on debt, geopolitics, and regime shifts. Ex–Bank of Canada, ex–Olayan, Ex Chief Economist at the Prague Finance Institute.
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