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| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 167 | Founded | 2 years ago | Last Issue | 8 days ago |
| Active | |||||
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jbmacro.substack.comLatest Issues
Macro Trader 5: Long Swiss Franc
A Change In The Driving Seat?
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 trade 5, analysing a long fran...
“Yields Up” Isn’t All Bad, What Matters Is “Why Yields Up”
Long-end bond yields have risen sharply globally over recent months, with particular focus on vulnerabilities for USTs. This has given rise to fears that “something might break”, via a variety of different mechanisms. This might range from...
Why Are UK Firms So Cheap?
Regular readers of this Substack know that we enjoy engaging equally in UK booster-ism and UK pessimism, depending on what side of the bed we wake up on. Most regularly, it is political pessimism and economic optimism. Regarding the former,...
Macro Trader: Check-In 1
Doing Well
While we provide loads of free content, this series is an exclusive trade generation series for our paid subs. We explore trade ideas through thesis, analysis, execution, and risks. This is Macro Trader check-in 1, where we talk...
UK Inflation Looks Pretty Fine
As we have highlighted multiple times, the number one uncertainty with regard to whether the BoE will need to tighten policy is the outlook for second round effects.
There has been an initial global energy shock, which has pushed up inflat...
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Economist | Macro & Markets
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