JB Macro
JamesMy macro brings all the boys to the yard. Macro & Markets, We're Fun (ish).
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 137 | Founded | 2 years ago | Last Issue | 2 days ago |
| Active | |||||
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jbmacro.substack.comLatest Issues
Is There An AI Bubble?
One of the biggest questions in markets right now is whether there is a huge AI bubble that is primed to pop at any point.
Whether there is a bubble or not is actually quite a tough question.
Lofty valuations are sometimes held up as a si...
The Ideology Of Kevin Warsh
High Brow Partisanship
Ahead of Kevin Warsh’s first meeting as Chair of the US Federal Reserve (16-17 June), there has been much focus on what policy changes he will bring. Others have done a good job summarising the agenda which broadly c...
Will Labour Run The UK Economy Hot?
The battle for the ideological soul of the UK’s governing Labour party rages on as the country meanders toward a leadership election, which will likely drive significant policy change for the country.
Recent weeks have seen a major interve...
AI Will Fix Productivity Growth Where It Isn’t Broken
A Follow Up On The AI + High Productivity Services Cross Section
We have unfinished business from last week. On Thursday, we discussed how the idea that AI could come along and increase the low productivity growth issues of the services lo...
Essential Reading From May 26
In this note, I outline the noteworthy macro I read in May, with my summaries. The full reading list is updated regularly here.
Have We Entered an Era of High Productivity Growth? San Fran Fed (note), May 2026: Using a regime switching mod...
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Economist | Macro & Markets
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