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Hidden Asymmetries

Shashank Rai

I cover global macro issues and break down market dynamics with a long term view

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues71SubscribersRead hiddenasymmetries.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

MS2: 12.15

I am writing a piece on Japan, it’s rate hikes, and ETF sales but this should be a nice trailer. Currently though, we continue to meander through the halfway house of Macro. It’s all light jabs with the boxers still measuring the reach of t...

3 months ago
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Macro Sparknotes: MS1

I am experimenting with a new series of regular articles - Macro Sparknotes. I willcapture the most interesting stories from the macro world and provide my quick thoughts. The regular deep dives will continue like before but this is simply ...

3 months ago
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2

Crypto Goes Mainstream

When Representative Don Beyer first introduced the Digital Asset Market Structure and Investor Protection Act in September 2023, the crypto industry was still reeling from a year of spectacular failures—FTX’s collapse, Terra’s implosion, an...

3 months ago
1
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Sovereign Cycles

Over the past year, I’ve documented the emergence of American Etatism—a system where the state exercises decisive control over economic life through fiscal dominance, monetary centrality, and executive discretion. As I wrote, this architect...

3 months ago
1
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Authors

The writers behind this newsletter.

  • Shashank Rai

    Understanding the world, a few market moves at a time.

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