GB Hughes
GB HughesTrying to write
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 9 | Subscribers | Read | gbhughes.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Very Belated Update
Hi everyone, sorry it’s been so long since the last post. I’m still working on that explanation of the swap spread trade, but had to put it on hold for a while to work on other stuff. In the meantime, our 90 days are up, and the day of reck...
Is Something Happening? Addendum #1
Hi everyone. After more than a month of promising to get round to this, I’m finally going to try to explain in depth exactly what kind of financial activities drove the frightening Treasuries-Dollar action after Liberation Day. This week, I...
Is Something Happening? Part Five
Hello again. This week, I’m going to try to explain the apocalyptic scenario that commentators saw coming during the Treasury wobble of the 7-9th of April, to get a sense of the stakes that were (and remain) at play in the Liberation Day st...
Is Something Happening? A History of Liberation Day
Alright, I’m back. Let’s get into it. With the Big Beautiful Bill rumbling ominously towards us, the contours of the Trump 2 project are looming into view, and some in his coalition are starting to balk. Social spending cuts, tax breaks for...
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