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Saltmarsh Economics

Saltmarsh Economics

Focus on macroeconomics (BoE/ECB policy, inflation, rates) and Climate Change (emissions, net zero, asset allocation)

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues77SubscribersRead saltmarsheconomics.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

November: the key month for the BoE to reframe discussion on UK rates

Views From the Marsh - David Owen

2 months ago
2
0
Paid

OBR puts climate change centre stage of its risk assessment

Views From the Marsh - David Owen

2 months ago
1
0
Paid

ECB revises its core inflation forecasts, prepares for further rate cuts

As expected, the ECB delivered a 25bp rate cut at this week’s meeting and signalled that it expects to ease policy further in the coming months. Lagarde stressed that the Governing Council does not have a set policy path in mind and that it...

2 months ago
1
0

ECB to cut rates, more is to come

At the July press conference the ECB did not explicitly pre-commit to a rate cut at the September meeting the way that it did in preparation of a move in June. However, in the Q&A session, Lagarde made it clear that a rate cut in September ...

2 months ago
1
0

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  • Saltmarsh Economics

    Macro, ECB, BoE and Climate Change

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