JB Macro
JamesMy macro brings all the boys to the yard. Macro & Markets, We're Fun (ish).
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 143 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | |||||
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jbmacro.substack.comLatest Issues
What Will Andy Burnham Do As PM
Back in February, we concluded a three-part series on what policy would look like if Andy Burnham became UK prime minister. By the time we published the third part, Burnham’s prospects of taking the top job had got so bleak we noted the wor...
Andy Burnham Would Not Lack Democratic Legitimacy
Misunderstanding The UK’s Political System
With Andy Burnham almost guaranteed to replace Keir Starmer as prime minister of the UK, there are rumbling criticisms of his lack of “democratic legitimacy”. Burnham may lack a mandate to govern...
Essential Reading From June 26
All The Good Macro I Read In June 2026
In this note, we outline the noteworthy macro we read in June, with our summaries. The full reading list is updated regularly here.
Strait Of Hormuz Supply Disruptions Had Reached Squeaky Bum Time
It’s pretty fortunate that we have a US-Iran peace deal cooking as things were starting to look a little precarious on the supply side following months of interruption through the Strait of Hormuz.
The biggest disruptions to the global eco...
How The BoE Will Respond To The Energy Price Shock; Redux
Safely Looking Through Supply Shocks
In the BoE policy announcement on Thursday, we got further confirmation from the MPC on their response function amid the global energy shock. This comes as energy prices remained in a solid downtrend am...
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Economist | Macro & Markets
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