Money Fetish
Marcus NunesMostly revolving around monetary policy
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 438 | Founded | 5 years ago | Last Issue | 3 days ago |
| Active | |||||
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marcusnunes.substack.comLatest Issues
Three Markets, One Question
Stocks, bonds, and the dollar can tell you whether a shock is supply or demand — the one thing an inflation number can’t. What they’re saying about the 2026 energy shock.
Headline PCE inflation, released today, printed 4.1% in May, the hig...
Greenspan, in Memoriam
Alan Greenspan died on June 22, 2026, at 100. He chaired the Federal Reserve for nineteen years under four presidents, an Ayn Rand acolyte who distrusted formal models and, as a young economist, dismissed human behavior as “not worth evalua...
The Right Verb, the Wrong Noun
Warsh´s first statement
Inflation remains elevated relative to the Committee’s 2 percent goal, in part reflecting supply shocks that have driven price increases in certain sectors, including energy. The Committee will deliver price stabili...
Seniority Ends at the Wall
This post comments on Hanno Lustig’s “The United States Capital Structure” (June 2, 2026). . His framing is the best way to think about who bears American fiscal risk. My addition is what happens to his ranking when the Wall is reached —...
The Visible and the Vital: China’s Edifice Complex
The argument
Ning Leng — a Georgetown political scientist who studies how the party-state bends firms to its purposes — has written the cleanest account I’ve seen of a problem everyone half-knows: China builds spectacular things it does...
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