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The Macro Letter

Dimitris Valatsas

Understand the forces behind global economics, central banks, and financial markets.

Platform
Substack
PricingOnly paid issuesPublishesWeekly
Issues24SubscribersRead macroletter.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Switzerland: Refilling the Punch Bowl

The SNB cut rates last week—ushering in a period of easier monetary policy across developed markets, and good times for risk assets everywhere

25 days ago
0
0
Paid

The People against the Federal Republic

The German far-right is rising and advocating for a race policy—the country's economy is stagnating and house prices are collapsing.

2 months ago
0
0
Paid

Schäuble’s Ghost

Many things are wrong with Germany's economy today--fiscal policy is one of them.

3 months ago
5
0
Paid

New Zealand vs. the RBNZ

Study central bank framework changes and you can see the future; New Zealand is headed in the wrong direction-- Australia is faring much better.

4 months ago
2
0
Paid

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Authors

The writers behind this newsletter.

  • Dimitris Valatsas

    Macroeconomist, co-founder at Aurora Macro Strategies more

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