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JB Macro

James

My macro brings all the boys to the yard. Macro & Markets, We're Fun (ish).

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues115SubscribersRead jbmacro.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

The Impacts Of An Oil Shock On UK & US Growth & Inflation

We forecast inflation, GDP, and policy rates for the UK and US amid a variety of different oil price shocks using a BVAR model and an SVAR model. Our results support the view that UK GDP would be much worse impacted than US GDP from a large...

8 days ago
9
2

How The Fed Will Respond To The Energy Price Shock

Inflation Expectations Remain Key

12 days ago
5
0
Paid

How The ECB Will Respond To The Energy Price Shock

Macro in March has been defined by huge ructions through financial markets as the impacts of US and Israeli bombing of Iran have been digested. Shipping through the Strait of Hormuz, which is a crucial chokepoint for hydrocarbon supply in p...

15 days ago
4
0

Authors

The writers behind this newsletter.

  • James

    Economist | Macro & Markets

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