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 | 263 | Founded | 3 years ago | Last Issue | 8 days ago |
| Active | |||||
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saltmarsheconomics.substack.comLatest Issues
What price US bonds and the dollar?
Views From the Marsh - David Owen
When thinking about what happens next to US bonds and the dollar so much seems to hinge around AI. We wait on what the IMF says on the subject this week. But:
Euro area profit margins on the floor
Is it really almost 28 years since the creation of the single currency in 1999?
From memory the economist who wrote the book on EMU, Paul De Grauwe (a book now in its fifteenth edition), gave the project perhaps another seven years, when...
Living with a large, but very different BoE balance sheet
Views From the Marsh - David Owen
When it comes to the BoE’s bigger technical policy announcements, we try and look at things in the round, including papers published in a similar vein and the various related briefings there may have been...
What we read on our holidays
Views From the Marsh - David Owen
Yesterday I attended the excellent inaugural London Macro Policy Forum, organised jointly by NIESR, Imperial College and Santander. This provided much food for thought, hopefully helping provide a springbo...
The road to Quantitative Normalisation: the BoE leads, the ECB follows?
Over the last week the market's focus was predominantly on the US Fed's rate decision but, for us, the more interesting announcement was the Bank of England outlining what it plans to do with the remaining £488bn of gilts held in the Bank's...
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Authors
The writers behind this newsletter.
Macro, ECB, BoE and Climate Change
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