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| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 173 | Founded | 2 years ago | Last Issue | 9 days ago |
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jbmacro.substack.comLatest Issues
Macro Trader: Big Picture 1
Rising Yields & Unsustainable External Imbalances May Be The Same Thing
While we provide loads of free content, this series is an exclusive for our paid subs. This is Macro Trader Big: Picture 1, where we consider links between rising yiel...
Fiat Money Is Not Unbacked
One of the most frustrating things to see as an economist is the commonplace complete misunderstanding of money, which is prevalent even among practitioners. This most often comes in the claim that “fiat money is unbacked”, which as we will...
What Does Validating The Curve Even Look Like?
It has been widely acknowledged that a tightening in financial conditions has helped do central bankers’ job for them since the early days of the global energy shock. The most aggressive response from the major central banks has come from t...
Essential Reading From September 26
In this note, we outline the noteworthy macro we read in September, with our summaries. The full reading list is updated regularly here.
Do Productivity Booms Push Down Prices? – St Louis Fed (note), September 2026: Interesting note showin...
Macro Trader 6: Long The EUR Short-End
Eurozone Rates Pricing Is Surely Bananas
While we provide loads of free content, this series is an exclusive for our paid subs. We explore trade ideas through thesis, analysis, execution, and risks. This is Macro Trader edition 6, analysin...
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