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Macro-Financial Analysis and Banking (M-FAB)

Jill Cetina

Jill Cetina, CFA's Substack on all things macro-finance, banking, regulation, fixed income markets and financial stability

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Substack
PricingFreemiumPublishesTwice weekly
Issues103Founded2 years agoLast Issue19 days ago
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Artwork for Macro-Financial Analysis and Banking

Latest Issues

Financial markets are picnicking on the slope of a smouldering volcano

The Strait of Hormuz has been closed for 69 days.

It is likely to remain mostly closed for the foreseeable future.

Even if the parties were to agree about fully reopening the Strait tomorrow, it would take months to address all mines, ge...

19 days ago
14

Is corn getting ready to pop?

All crops need nitrogen in the soil to grow.

All crops need nitrogen in the soil to grow. Prior to fertilizer, all usable nitrogen in the soil was fixed by bacteria or lightning strikes.

21 days ago
3
Paid

A few quick reflections on April FOMC

A few quick reflections on April FOMC

A few quick reflections on April FOMC

a month ago
3
Paid

Bohemian Rhapsody and Iran on My Mind

As I have watched financial markets since the start of the Iran conflict I keep thinking about an amended version of Queen’s iconic Bohemian Rhapsody:

Nothing really matters, anyone can see

Nothing really matters

Nothing really matters t...

a month ago
11

Call me when the Strait reopens fully

Last week I was traveling to speak at two events (Dallas and Atlanta).

However, on Friday afternoon I took a few minutes to check in on markets and bought some Equinor (EQNR) amid the breathtaking US risk-on rally/commodity off pullback....

a month ago
9

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  • Jill Cetina

    Jill is an Executive Professor of Finance at Texas A&M and was an Associate Managing Director for U.S. banks at Moody's. Jill was a vice president at the Dallas Fed and has worked for at the U.S Treasury, Fed Board, and the OCC.

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