Macrolens
Brian MccarthyGlobal macro with a focus on China
| Platform |  | Pricing | Only free issues |
|---|---|---|---|
| Publishes | Weekly | Issues | 27 |
| Subscribers | Read | macrolens.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Tariff Man On the Loose
My last post here, shortly before Inauguration Day, was entitled Trump’s Tariff Bluster and suggested that “the President-elect is unlikely to expend precious political capital on disruptive tariffs early on.” Oops.
Trump's Tariff Bluster
Dueling headlines regarding incoming President Trump’s intentions on tariffs last week elicited a number of client conversations that left me with the impression that the market consensus is still expecting Trump to govern consistently with...
China's Fiscal Plan
A series of supposed leaks have the market chattering hopefully about an easing in Chinese fiscal policy again.
China Stimulus: Talk is Cheap
Fool me once, shame on you. Fool me twice, shame on me. Fool me seven times and I must be a Chinese equity investor.
Authors
The writers behind this newsletter.
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