Saltmarsh Economics
Focus on macroeconomics (BoE/ECB policy, inflation, rates) and Climate Change (emissions, net zero, asset allocation)
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 247 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||
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saltmarsheconomics.substack.comLatest Issues
Europe is not the only region at risk from a climate doom loop
Views From the Marsh - David Owen
We first warned about the risk of a climate sovereign doom loop over 10 years ago. This followed what we had experienced first hand as part of a very active European government bond trading desk through th...
In a world where geography matters
Views From the Marsh - David Owen
I am grateful for Ed Conway in his Material World post for providing the hook for this note, when he looked at the cost of moving back to sourcing things locally, using Andy Burnham’s £80 T-Shirts as an ex...
BIS highlights risks - at least with AI
Views From the Marsh - David Owen
As wildfires continue to rage near Madrid and Bordeaux - see charts below of the cumulative areas burnt in France and Spain as a whole, up until week 29, the week ending Sunday 19 July, before the terrible...
The BoE and local authority borrowing
Views From the Marsh - David Owen
Thursday of next week will see focus switch to the BoE, publication of its Monetary Policy Report and its opportunity to help reframe the narrative, partly through scenario analysis and the press conferenc...
ECB holds rates, but gears up for further hikes
After raising interest rates in June, as expected, the ECB held policy unchanged today. The escalation of hostilities in the Middle East will reignite concerns that the European economy is heading for a period of stagflation. And although n...
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| Subscribers | Engagement | 71 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Macro, ECB, BoE and Climate Change
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