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JB Macro

James
Tens of paid subscribers

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

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Substack
PricingFreemiumPublishesTwice weekly
Issues183Founded2 years agoLast Issue14 hours ago
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Latest Issues

Big Picture: AI Is A Bubble & That’s OK

Stage 7 Of Grief

Shock, denial, anger, bargaining, depression, reconstruction, and acceptance. So go the 7 stages of grief. Equity investors will be working their way through this process over the weekend after a market rout, driven by dec...

14 hours ago
Paid

An Alternative View On France

This Could Be Fine

France is in a social political economic fiscal all-encompassing crisis. There are riots on the streets as there is a palpable feeling the government is not delivering. Meanwhile, the fiscal backdrop is very strained. Ec...

3 days ago
3

Essential Reading From October 26: Part 2

All The Good Macro We Read In The Second Half Of October 2026

In this note, we outline the noteworthy macro we read in the second half of October, with our summaries. We normally do one reading list per month, but we had so much content by...

7 days ago
7
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Warsh Adjusts The Meeting Timeline, But Will Policymakers Adjust Enough Too?

How To Get Away With Fewer Rate Adjustments A Year

In Wednesday’s press conference, Fed Chair Kevin Warsh announced that the Fed would shift from setting rates eight times a year, to seven a year in 2027, to six in 2028. This is to facilit...

8 days ago
1
1

The UK Needs Good Growth Everywhere

Good Growth In Every Postcode Is Good Economics

London is the UK’s economic powerhouse, but if our other great cities matched their counterparts in France and Germany, growth across this country would be transformed.

10 days ago
3

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    Economist | Macro & Markets

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