JB Macro
JamesMy macro brings all the boys to the yard. Macro & Markets, We're Fun (ish).
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 71 | Subscribers | Read | jbmacro.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
US Macro Roundup: Running The Economy Cold, Then Hot?
Today, we’re picking up on our US macro roundup. Last week, we decided that enough months have passed since the 20 January inauguration to have a go at judging the economic impact of the Trump administration’s policy agenda.
Will AI Fix Our Biggest Problem?
Perhaps the most important question in macro of the last few and next few years is to what extent will AI revolutionise the economy. In particular, there is hope that AI could drive a recovery from the huge drop off in productivity growth s...
US Macro Roundup: Immigration & Tariffs
The US economy entered 2025 on quite a strong footing. Inflation was trending back towards the Fed’s 2.0% target without the economy having slipped into recession, while domestic demand (proxied by real final sales to private domestic purch...
The Federal Reserve Is Making A Terrible Policy Mistake
The Federal Reserve is making a terrible policy mistake.
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Economist | Macro & Markets
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