Jason’s Substack
Jason R. Vaillancourt, CFAMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 3 | Subscribers | Read | jasonvaillancourtcfa.substack.com |
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Latest Issues
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Spring Forward (Guidance)
All that fun for nothing?! The FOMC succeeded in delivering a nothingburger on March 20th and effectively kicked the monetary policy can down the road to the June meeting. In the days following that meeting, Fed speakers have been at pains ...
FAIT accompli
We can’t really have a meaningful dialogue about inflation without talking about the price LEVEL. We have heard very little from the Fed and the financial press about Flexible Average Inflation Targeting (FAIT) since the beginning of this t...
Coming soon
This is Jason's Substack.
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Authors
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Thinking about global macro and managing multi-asset portfolios for three decades
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