JB Macro
JamesMy macro brings all the boys to the yard. Macro & Markets, We're Fun (ish).
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 107 | Subscribers | Read | jbmacro.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
UK Unemployment Shifts Are Either A Supply Side Boon Or A Political Liability
The UK might not absorb new labour market entrants
The PIGS Are Alright
In macro, it can be really easy to be blind to huge, slow structural shifts. You spend so much time in the weeds of the data, monitoring cyclical demand side shifts, that you can miss huge changes on the supply side. Often, this can be rati...
Three Frameworks For War With Iran
Global Macro Consequences
How To Monitor Seismic AI Shifts In Macro
With recent months seeing huge progress in AI capabilities, in particular in agentic AI tools, there has been renewed focus on the macro implications of the technology. At the extremes, these fall into a variety of camps such as the AI evan...
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Authors
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Economist | Macro & Markets
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