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Macrolens

Brian Mccarthy

Global macro with a focus on China

Platform
Substack
PricingFreemiumPublishesWeekly
Issues55SubscribersRead macrolens.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

China Up the Pressure

China’s tightening of restrictions on exports of rare earth magnets and derivative products is an ominous development ahead of a potential Trump-XI meeting at APEC on October 31 (which Trump has outed via Truth Social but, interestingly, Ch...

2 months ago
4
0

Spending Surge Complicates the Fed Outlook

With a sizeable revision to Q2 final sales and strong spending growth thus far in Q3, the first half nominal slowdown that had been visible now appears to have been a mirage.

2 months ago
3
1

What's up With Gold?

With gold ripping to new highs while foreign exchange markets settling into a tedious range, I figured I was overdue for a deep dive down the rabbit hole.

2 months ago
5
1

Powell Throws in the Towel

Powell didn't just tilt dovish. He changed the operative paradigm.

3 months ago
0
0
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Authors

The writers behind this newsletter.

  • Brian Mccarthy

    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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