JB Macro
JamesMy macro brings all the boys to the yard. Macro & Markets, We're Fun (ish).
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 156 | Founded | 2 years ago | Last Issue | 5 days ago |
| Active | |||||
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jbmacro.substack.comLatest Issues
Macro Trader 2: Yen
Don’t Fight The MoF?
While we provide loads of free content, this series is an exclusive for our paid subs. We explore trade ideas through thesis, analysis, execution, and risks. This is Macro Trader edition 2, analysing a JPY trade on a s...
Macro Trader 1: UK Rates
SONIA STIRs
While we provide loads of free content, Macro Trader is an exclusive series for our paid subs, where we explore trade ideas through thesis, analysis, execution, and risks. This is Macro Trader edition 1, analysing a UK rates tr...
Consensus & Market Pricing Do Completely Different Things
Since the beginning of 2026’s global energy shock, I’ve been asked some variety of the following question numerous times:
Why is your base case for the BoE/ECB/Fed so much lower than market pricing?
Why is consensus on xyz central bank so...
The Greatest Trick
Public sector reform is a lot harder now than it would have been in the 2010s
The greatest trick the devil ever pulled was convincing the world he didn’t exist that fiscal consolidation was needed after 2008/09 public sector bailouts.
Essential Reading From July 26
All The Good Macro I Read In July 2026
In this note, we outline the noteworthy macro we read in July, with our summaries. The full reading list is updated regularly here.
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| Subscribers | Engagement | 73 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Economist | Macro & Markets
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