
Global macro with a focus on China
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 55 | Subscribers | Read | macrolens.substack.com |
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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...
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.
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.
Powell didn't just tilt dovish. He changed the operative paradigm.
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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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