Saltmarsh Economics
Focus on macroeconomics (BoE/ECB policy, inflation, rates) and Climate Change (emissions, net zero, asset allocation). That is the difference!
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 268 | Founded | 3 years ago | Last Issue | 4 days ago |
| Active | |||||
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saltmarsheconomics.substack.comLatest Issues
Putting the UK’s fiscal position in context
I hate to think how many UK budgets I have covered since leaving academia to become a teenage scribbler in the mid-1980s.
Back then, much of the name of the game was getting your over-night Budget reactions out before the competition, wit...
John Healey: a lucky Chancellor?
Calling the UK Chancellor lucky may fly in the face of the narrative one would often see in the press or reported in the wider media, but is certainly consistent with the latest run of data.
It is also important to recognise that the revis...
Domestic French investors key
Views From the Marsh - David Owen
With so much attention on what is happening to European spreads, and French bond yields in particular, we thought we would do a further quick update (Marchel continues to write on the subject) on one of th...
Making sense of the AI race
Views From the Marsh - David Owen
Here at Saltmarsh we spend much of our time focused on climate change, but at present when it comes to markets, and in particular US bonds - including credit - and the dollar, so much seems to pivot around...
The ECB's inflation fight starts from a worse place
As we discussed in our post after the ECB’s meeting on 10 September, the Governing Council is preparing to push interest rates higher over the coming months, with 3% now firmly in its sights. There is no indication, however, that even the m...
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Authors
The writers behind this newsletter.
Macro, ECB, BoE and Climate Change
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