Robin J Brooks
Robin J BrooksSenior Fellow at the Brookings Institution, former Chief Economist at IIF and Chief FX Strategist at Goldman Sachs. All opinions are my own. Email: [email protected].
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 330 | Subscribers | Read | robinjbrooks.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
A Huge Windfall for Putin
In my post over the weekend, I flagged that Russia is by far the biggest winner from fighting in the Gulf. That’s because the closure of the Strait of Hormuz is flipping the global oil market from surplus to deficit in a very short period. ...
Is gold no longer a safe haven asset?
On February 27 - the last trading day before fighting erupted in the Gulf - gold was up almost 60 percent from Chair Powell’s dovish Jackson Hole speech last August. The prevailing narrative for why this speech was such a catalyst is becaus...
How to trade Trump 2.0
This presidency - to state the obvious - isn’t like anything we’ve seen before. Foreign policy adventures come and go, seemingly with little rhyme or reason, not to mention things like the IEEPA tariffs, which were ruled illegal by the Supr...
What can make the oil price fall?
As I write this on Sunday night, the Brent oil price is around $109, a huge 18 percent jump from Friday. Markets were slow to price the enormity of what was happening a week ago, but at this point Brent is up 50 percent from before hostilit...
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Authors
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Senior Fellow at the Brookings Institution, former Chief Economist at IIF and Chief FX Strategist at Goldman Sachs. All opinions are my own. Email: [email protected].
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