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 | 182 | Founded | a year ago | Last Issue | 13 days ago |
| Active | |||||
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macroanchor.substack.comLatest Issues
It’s Inequality, Stupid!
How Public Debt, Capital Accumulation, and Wealth Concentration Are Driving the Global Crisis
In our previous Macro Anchor publications, we argued that the war in the Middle East would be far more difficult to conclude than initially antic...
The Three Axioms of World Dominance: Energy, Defense and Money
The world is entering a new era of geopolitical confrontation, increasingly reminiscent of the Cold War. The wars in Ukraine and the Middle East, the rearmament of major powers, the fragmentation of international trade and the growing impor...
When a Black Swan Wipes Out a Year of Macro Profits
Oil shock and the Policy implications ahead
Over the past few months, Macro Anchor has been relatively quiet, primarily because we have been occupied with a significant real estate transaction in Mykonos, Greece, which required considerabl...
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...
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Authors
The writers behind this newsletter.
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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