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| Platform |  | Pricing | Freemium | Publishes | Daily |
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| Issues | 163 | Founded | 2 years ago | Last Issue | 3 days ago |
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jbmacro.substack.comLatest Issues
UK Inflation Looks Pretty Fine
As we have highlighted multiple times, the number one uncertainty with regard to whether the BoE will need to tighten policy is the outlook for second round effects.
There has been an initial global energy shock, which has pushed up inflat...
The Diverging Stablecoin Regulatory Landscape
Developments in the future of money have been markedly different across jurisdictions:
- The US has been rapid in adopting a legal framework with 2025’s GENIUS Act and the follow-on Clarity Act which is working its way through the Senate...
Essential Reading From August 26
In this note, we outline the noteworthy macro we read in August, with our summaries. The full reading list is updated regularly here.
The Liquidation of Government Debt – Reinhart & Sbrancia (paper), 2015: With US public sector debt around...
Macro Trader 4: Long Dollar
Up & Right, For Now
While we provide loads of free content, this series is an exclusive trade generation series for our paid subs. We explore trade ideas through thesis, analysis, execution, and risks. This is Macro Trader edition 4, analy...
Scott Bessent Vs The World
US Treasury Secretary Scott Bessent’s announcement of major intervention into the long-end of the US treasury bond market is very weird, and there is a whole host of inconsistencies. In this note, we run through some of the intellectual bat...
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