
Global dollar: reserves, finance, consumption and donuts.
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 145 | Founded | 4 years ago | Last Issue | 10 months ago |
| Active | |||||

Wearing my hat of geofinancial consultant to ODI.org, and together with colleagues Elena Kiryakova and Rebecca Nadin we have just published a long paper assessing China’s ambitions for the global financial architecture, and find some distur...
In the first part of this two part look at the basis trade I tried to quantify the spread of the trade to non-US markets. The problem with concentrating on the risks from hedge fund leverage in the cash/futures basis is it distracts from th...
The basis trade proliferates. Is it benign or dangerous?
Prompted by a call from an old friend enquiring about a piece on cash/futures basis from way back in November 2024 I thought it would be interesting/useful to look at where this trad...
No strong signal for change, concern remains over growth outlook and tariffs
Our textual analysis suggests the latest Beige Book released on 4th June slightly moderated concerns about the US economy expressed in the previous (April) Beige...
A chat with Helen Thomas (Blonde Money)
I had a nice chat with Helen Thomas (Blonde Money).
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The writers behind this newsletter.
Investment industry professional with 40 years of experience focussed on macro-investing.
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