JB Macro
JamesMy macro brings all the boys to the yard. Macro & Markets, We're Fun (ish).
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 103 | Subscribers | Read | jbmacro.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Essential Reading From February 26
All The Good Macro I Read In February 2026
The US Does Not Face Balance Of Payments Problems
Since President Trump’s “reciprocal” tariffs enacted under IEEPA authority were struck down by the supreme court on 20 February, the administration has pivoted to enacting a ~~15%~~ 10% global tariff. This has been enacted under Section 122...
The AI Bubble Is Fueling US Consumption
Wealth Effects Are Real
100 Substack Articles 🥳
JB Macro has hit 100 articles (whoop) with this note right here. This feels like a good point to take a step back and assess how our journey is going so far, and where we are heading. For those impatient for more macro, we have a longer pie...
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Authors
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Economist | Macro & Markets
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