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Midday Macro

Michael Ball, CFA, FRM

Color on Markets, Economy, Policy, and Geopolitics

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues245SubscribersRead middaymacro.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

No Stag, No Flation, No Worries: Fed’s Playbook Stays the Same as Labor Markets Loosen – Midday Macro – 5/3/2024

# No Stag, No Flation, No Worries: Fed’s Playbook Stays the Same as Labor Markets Loosen

45 hours ago
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Tactical Pause or Ready to Burst: Has the Reflation Trade Gone Too Far? - Midday Macro – 4/17/2024

# Tactical Pause or Ready to Burst: Has the Reflation Trade Gone Too Far?

18 days ago
1
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Stronger Productivity and a Growing Workforce Challenge Traditional Policy Views – Midday Macro

# Stronger Productivity and a Growing Workforce Challenge Traditional Policy Views

a month ago
2
0

The Dot Plot Thickens: Powell’s Dovish Message Increases Dual Mandate Focus with Higher Growth Expectations – Midday Macro – 3/22/2024

# The Dot Plot Thickens: Powell’s Dovish Message Increases Dual Mandate Focus with Higher Growth Expectations

a month ago
2
0

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Authors

The writers behind this newsletter.

  • Michael Ball, CFA, FRM

    My name is Michael Ball and I’m a macro analyst/consultant focused on markets, policy, and geopolitics. Previously a macro analyst for a boutique research shop, asset allocator, and member of the Markets Group at the NY Fed during the GFC.

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