Reletter
Artwork for Macro-Financial Analysis and Banking

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

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues110Founded2 years agoLast Issue9 days ago
Active

Read this Newsletter

jillcetina.substack.com
Artwork for Macro-Financial Analysis and Banking

Latest Issues

June 2026: Loose US Financial Conditions, Compounding Risks for Bank Treasury

My forthcoming BTRM Bank Treasury Talk column for June

As some of my Substack readers know, I publish a monthly column for the Certificate of Bank Treasury Risk Management. I am hoping that it will drop tomorrow but I wanted to go ahead an...

9 days ago
6
Paid

How Long Can Above Target US Inflation Last?

Surely it must be reasonable for FOMC to take a wait and see approach until Sept to begin to raise rates?

In 2020, Covid supply shocks coupled with simultaneous monetary and fiscal stimulus resulted in inflation that was more than transit...

10 days ago
2

Team Transitory 2.0

I offered some reflections on Friday’s strong US employment report here.

I offered some reflections on Friday’s strong US employment report here.

11 days ago
2
Paid

Initial thoughts on new US tariff announcement related to forced labor even as things heat up in the Strait of Hormuz

Forget about possible disinflation coming from the recent Supreme Court ruling overturning IEEPA tariffs and coming July expiration of temporary Section 122 tariffs as a partial offset to the negative supply shock from the Strait of Hormuz’...

14 days ago
3
2
Paid

H4L commodity prices and two stages of grief over the major US foreign policy error of the Strait of Hormuz

The market’s baseline outlook on the Strait has been that a peace deal will happen.

My baseline outlook remains that there is not an easy off-ramp to the Strait being closed and H4L energy and commodity prices will persist.

Nothing abou...

16 days ago
5

Key Facts

Contact Information
Newsletter Author
Number of Subscribers
Find out how many people subscribe to this newsletter.

Audience Metrics

Subscribers, engagement, traffic and sponsorship for Macro-Financial Analysis and Banking.

SubscribersEngagement72Monthly Web Visits
Accepts SponsorsEstimated Cost per Ad

Authors

The writers behind this newsletter.

  • 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.

  • Frequently Asked Questions

    How can I access the email archive for Macro-Financial Analysis and Banking?

    You can find recent issues that have been published by Macro-Financial Analysis and Banking on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.

    How many subscribers does Macro-Financial Analysis and Banking have?

    To see how many people subscribe to Macro-Financial Analysis and Banking, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.

    How can I advertise in Macro-Financial Analysis and Banking?

    Newsletter advertising can be extremely effective when it's done right. Before you pitch Macro-Financial Analysis and Banking as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.

    Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.

    How much does it cost to sponsor a publication like Macro-Financial Analysis and Banking?

    Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.

    To find out how much an ad will cost, contact Macro-Financial Analysis and Banking using the contact information provided and ask for a copy of their media kit.

    How can I find newsletters related to Macro-Financial Analysis and Banking?

    Scroll up to where it says Related Newsletters to see other publications like Macro-Financial Analysis and Banking. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.

    How do I contact Macro-Financial Analysis and Banking?

    Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.