Macrocosm
Philip PilkingtonMacroeconomics and Finance
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 57 | Founded | 5 years ago | Last Issue | 3 years ago |
| Active | |||||
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macrocosm.substack.comLatest Issues
Forecasting a recession with construction data
A recent thread I did on Twitter that may be of interest to subscribers.
1/ Everyone seems to think the recent jobs numbers show a strong US economy. But if we ignore the headline numbers are look under the hood we see reliable recession...
Multipolarity: The Podcast
Readers might be interested to check out our new podcast, Multipolarity. We’ll be looking at the biggest news stories every week as we transition from one global economic order to another in real time. I am sure there will be much if intere...
Russian sanctions: the view from the car market
It is now pretty much consensus that the sanctions on Russia have failed. Yet their failure was extremely predictable. Why did Western policymakers think they would work? It appears that they did not undertake a realistic economic analysis....
The shape of the chip market in the wake of the Chinese ban
The dust is now settling on the ban on high-speed chips for China. We can now get an outline of what the new world looks like. Reuters have run an excellent overview of how chipmaker Nvidia are responding to the restrictions.
The chipmake...
Will the weather save us from the energy crisis?
As I have noted here before, the media in Britain — and from what I can tell, in continental Europe also — seem to be trying to sell the idea that the energy crisis is either over already or not as bad as it seems. The most striking thing a...
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Macroeconomist and investment professional. Writing about all things macro and investment.
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