Global Watchtower
Mark FarringtonThe Observer's Log
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 20 | Subscribers | Read | markfarrington.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Three Structural Themes from the Watchtower
Through a series of substacks and podcasts throughout the summer I’ve highlighted three structural themes I’m tracking that should function as drivers of inertia in markets. Various aspects of these structural forces won’t necessarily trans...
One Development Bank to rule them all . . .
I had planned a peaceful Sunday watching FIFA World Cup qualifiers, but the first newspaper article I read with my coffee this morning ruined everything. China is promoting yet another development bank in hopes of locking its vassal states ...
The Fed needs this review, time to stop resisting
For those that will claim supporting a full institutional review of the Fed is partisan politics, it is important to go back and read who was writing and warning of exactly these risks from hubris and mission creep back in 2010-12 when the ...
BoJ understands Trump administration better than most of the world
Normally I criticise the BoJ for spending too much time analysing the US economy & risks in its policy speeches, because it so often seems to use another country’s uncertainties to justify policy delays for its own policy and economic outlo...
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Authors
The writers behind this newsletter.
An early globalist, formative years in Asia, first foreign BoJ Watcher, 35 years in global financial markets, political scientist, early tech adopter, builder of thought-leadership teams. Providing commentary through an experienced observer's lens.
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