Macrolens
Brian MccarthyGlobal macro with a focus on China
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 61 | Subscribers | Read | macrolens.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Bonus Depreciation and Capital Formation
The following in an excerpt from the Macrolons 2026 outlook for the US economy. DM me for a copy of the full report and a free trial of the Macrolens institutional service.
An Airing of Economic Grievances
In honor of today’s Festivus holiday, I’m pulling this week’s Macrolens video update beyond the paywall.
A Not-so Hawkish Cut
Chair Powell, last week , was trying to reflect the diverse views of a divided committee, but he couldn’t help letting his inner dove slip out on occasion. It was a weak attempt at a hawkish cut. His heat just wansn’t in it.
Credit Doom Loop Takes Out China Vanke
A likely restructuring of China Vanke’s local currency debt marks a watershed for Chinese credit markets. While lesser firms like Evergrande and Country Garden had previously defaulted on local debt, Vanke, formerly the “gold standard” of C...
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Authors
The writers behind this newsletter.
Macro strategist and former hedge fund PM with both buy and sell-side experience across global fixed income, rates and currencies Renowned expert on China macro and RMB dynamics. No, they're not going to "rebalance to consumption."
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