
Focus on macroeconomics (BoE/ECB policy, inflation, rates) and Climate Change (emissions, net zero, asset allocation)
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 221 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||

Views From the Marsh - David Owen
As we highlighted in a post earlier in the week, commentators may be looking in the wrong place for what triggered the recent sell-off in the Gilt-Edged market - see here, and the first chart below, highli...
Views From the Marsh - David Owen
Arguably, the best account for why Keir Starmer’s premiership, with its very large majority, has so quickly hit the buffers is Patrick Maguire and Gabriel Pogrund’s book “Get In.”
Views From the Marsh - David Owen
We highlighted in a post earlier in the week some of the issues that immediately sprung to mind when the BoE presented their 3 scenarios in last week’s Monetary Policy Report (see here).
Watching the Tides - Marchel Alexandrovich
As expected, the ECB kept interest rates unchanged last week. The balance of risks, however, is shifting. And while Lagarde would not pre-commit to a June move, the Governing Council discussed a r...
Views From the Marsh - David Owen
An abiding memory is of our former colleague and good friend Ward McCarthy (who looks like a marine colonel from central casting) asking a highly agitated trader a few years ago when exactly Ben Bernanke h...
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The writers behind this newsletter.
Macro, ECB, BoE and Climate Change
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