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fejau’s Substack

fejau

My personal Substack

Platform
Substack
PricingFreemiumPublishesWeekly
Issues15SubscribersRead degenmacro.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Future of this Substack

To my readers:

7 months ago
6
0

Breaking Down the QRA and FOMC Meeting

This week, we have had two major Macro events: the QRA and the FOMC meeting. In this article, I break down my analysis on both. Enjoy!

8 months ago
11
0

Thoughts on Today's Q1 2024 GDP Print

Hey all, trying something new and wanted to get out some thoughts I have on today’s GDP Print as I am seeing a lot of people miss the mark on the underlying details.

8 months ago
14
1

Rot at the core

Think of the financial system as a set of lego pieces that make up a pyramid. At the foundation of the pyramid lies the risk-free rate, based on the US dollar and the yield associated with it. This foundation is represented by what is consi...

8 months ago
8
1

Authors

The writers behind this newsletter.

  • fejau

    well, here we are. @ReflexivityRes

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