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Artwork for Macrocosm

Macrocosm

Philip Pilkington

Macroeconomics and Finance

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues57SubscribersRead macrocosm.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Forecasting a recession with construction data

A recent thread I did on Twitter that may be of interest to subscribers.

2 years ago
10
1

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...

2 years ago
6
1

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....

2 years ago
12
3

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.

2 years ago
8
1

Authors

The writers behind this newsletter.

  • Philip Pilkington

    Macroeconomist and investment professional. Writing about all things macro and investment.

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