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 | 258 | Founded | 3 years ago | Last Issue | 33 hours ago |
| Active | |||||
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saltmarsheconomics.substack.comLatest Issues
New trading arrangements in the new world order
Views From the Marsh - David Owen
Apologies for the radio silence, but I was having some downtime, doing a road trip across the beautiful Canadian Maritimes, at one point - in New Brunswick’s St Andrews - being within what, on the face of...
ECB delivers a hawkish hike, aims for 3%
As expected, the ECB raised interest rates for the second time in three months today, and signalled that more policy tightening will likely be required in the coming meetings. Although no pre-commitment was made, the new quarterly forecasts...
Where is the leverage and the risk?
Views From the Marsh - David Owen
Andrew Bailey’s widely publicised letter - in his capacity as chair of the Financial Stability Board, to G20 Finance Ministers and Central Bank Governors - with its warning about frontier AI models, the co...
AI, dynamic pricing, reverse Yankees and the National Accounts
Views From the Marsh - David Owen
Wind the clock back a few months and we thought we would be writing lots more about stablecoins. However, that pretty much marked (perhaps local) peak stablecoins, in terms of the size of the overall marke...
European banks’ govies holdings suffer in July
With all eyes over the next few days on Kevin Warsh at the Jackson Hole Economic Policy Symposium, seemingly by design, the ECB is staying out of the spotlight, having now clearly signposted that it’s on course to raise rates again on 10 Se...
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| Subscribers | Engagement | 72 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
Macro, ECB, BoE and Climate Change
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