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Macro Edge

Cameron Puckey-Kirby

Focusing on the big picture of the global economy. Covering the geoeconomic, political, and financial events that affect your business and wallet. Providing international macroeconomic analysis to keep you ahead of the curve.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues3SubscribersRead edgemacro.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Commodity Supercycle and Risks to Energy

Commodities have some huge upside since 2021. As a basket of goods, using the S&P GSCI Index, commodities are up 26.4% as of writing. Precious metals making the biggest gains: gold is up (47%) and silver is up (34%). Brent Crude is up 45% a...

3 months ago
2
1

Accepting Higher Structural Inflation: The Fed Will Cut!

The Federal Reserve stands at a critical juncture. After an aggressive campaign of interest rate hikes to combat soaring inflation, the U.S. central bank is now facing a more complex economic climate. Most advisors and fund managers have ac...

3 months ago
1
0

Gold Disconnect and the Coming Cutting Cycle

The Federal Reserve will be looking to cut interest rates soon, on the back of higher-than-expected unemployment data and their preferred inflation measure being 50 basis off their stated 2% target. Should rates be cut in September, it is e...

3 months ago
1
1

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Authors

The writers behind this newsletter.

  • Cameron Puckey-Kirby

    MSc Economics. Knowledge in international macroeconomics, finance, trade, and the global economy.

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