JB Macro
JamesMy macro brings all the boys to the yard. Macro & Markets, We're Fun (ish).
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 130 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | |||||
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jbmacro.substack.comLatest Issues
You Cannot Just Tax Billionaires & Give It To The Poor
In our world of insane inequality, there is an ever present focus on redistribution. This appears to have ramped up a gear in recent years. Centrist political parties have struggled to combat the legacy of the 2008/09 financial crisis, trig...
We Can’t Keep Living Like This
Global external imbalances have been a major focus for us over the last year or so, for instance here, here, here, and here.
It would be easy to say that this is because President Trump made global trade the focus with tariffs. However, th...
Bond Crimes
Why The Bond Vigilantes Are Not Coming For The UK & A Misfiring TACO Trigger
Recent weeks have seen a surge in interest in the markets’ biggest bogeyman, the mythical bond market vigilantes. No one has ever met a bond vigilante, and it isn...
Government Policy & The Supply Side
Short-Term Pain, Long-Term Gain?
In this note, we continue our thinking on the supply side of the economy, focussing on government policy. Governments often enact policy which looks daft in hindsight, but they may just be optimising for th...
Central Banks And The Supply Side
Amid continued supply side shocks, the persistent need for central banks to weigh on demand could lead to threats to their independence. Some central banks may counter this by narrowing their institutional goals, believing that if they have...
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| Subscribers | Engagement | 74 | Monthly Web Visits | ||
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Economist | Macro & Markets
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