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 | 228 | Founded | 3 years ago | Last Issue | 46 hours ago |
| Active | |||||
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saltmarsheconomics.substack.comLatest Issues
Ireland: the canary in the coal mine?
As we head towards this week’s ECB meeting and revised forecasts, it is worth highlighting that the euro area posted a 0.2% decline in GDP in Q1; all the result of a 12.1% collapse in Irish GDP during the period, following a 4.2% fall in Ir...
What a lot of nonsense about the Gilts market
Views From the Marsh - David Owen
We continue to see a lot of nonsense written about the Gilt-Edged market - arguably the most nonsense in my more than 40 years of covering the market - made more important given it helps frame all discussi...
Counting the economic costs of El Niños
Views From the Marsh -David Owen
As much of Europe struggled under a heatwave (in only May), climate scientists put the odds of seeing another strong El Niño later this year at almost 100%.
ECB readies for a rate hike; food price inflation to surge?
Although the ECB kept interest rates unchanged at its meeting in late April and Lagarde would not pre-commit to a move at the meeting in June, the views of the Governing Council were clearly already beginning to harden in favour of tighter...
Emissions, climate whiplash and asset prices
Views From the Marsh - David Owen
With the UK seeing soaring temperatures and tropical nights (and this is only May), we would again make the point that, when it comes to adapting to climate change (crucial for the UK) and net zero, Kemi c...
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| Subscribers | Engagement | 71 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
Macro, ECB, BoE and Climate Change
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