PA - Global Macro
Exploring the world of macro through a practical and philosophical lens. The posts scan current macro narratives and aim to help educate readers on various subjects in a simple-to-read style.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 689 | Founded | 4 years ago | Last Issue | 6 days ago |
| Active | |||||
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paperalfa.comLatest Issues
Macro FX Trade Corner
September 2026
In this Trade Corner, Macro D presents 6 new Macro FX expressions he has imagined based on divergences in monetary policy, valuation, capital flows, commodity sensitivity, and the current/future credibility of the relevant c...
The Rollover Gap
How the US debt math quietly went into reverse
For roughly 15 years, the US Treasury got a gift it never had to ask for. Every time a bond matured, it refinanced the debt into cheaper paper. ZIRP did the government’s job for it, quietly, e...
Attack the Week (ATW)
Your turn Warsh / Weekly Calendar / Weekly Dashboard / Asset Allocation Update
Sunday Thoughts
Friday Thoughts
Is Bessent the Dude?
I am travelling this weekend and Macro D is on a well-deserved break, so I am echoing thoughts that have been accumulating in my head over the past week. Most of it, you wouldn’t be surprised, focuses on Bessent’s mini...
Regime Dashboard
Cross-asset allocation through the cycle
I am excited to announce a new addition to our offering at pa-globalmacro.com, our dedicated site where we run all models, signals, strategies, and portfolios. As an important reminder, all paying s...
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| Subscribers | Engagement | 74 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Macro Investor and Observer. Creator of PA - Global Macro. Life-long learner. My views only. 2+ decades of institutional & HF experience. No investment advice.
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