SriKonomics
Komal Sri-KumarInterpretation of global economic developments
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 197 | Subscribers | Read | srikonomics.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Fed Set to Cut Despite Inflation Pickup
SriKonomics has repeatedly emphasized that the premature, and sizable, interest rate reductions by the US Federal Reserve in recent months will inevitably lead to an acceleration in inflation. Such a discussion is of more than academic inte...
US Treasurys Await French Lesson
Last week’s SriKonomics focused on the benign response so far in gold, the dollar and US Treasurys to President-elect Donald Trump’s tariff threats. If the tariffs are actually imposed after the presidential inauguration on January 20 amids...
New Tariffs Coming As Inflation Persists
In a holiday-shortened market week, there was a lot of information for investors to digest as they got together with family for the traditional Thanksgiving feast. Finance professionals pleased at President-elect Donald Trump naming hedge f...
Where Long Yields Are Headed
Earlier this month, SriKonomics discussed the lessons learned since the US presidential elections of November 5. More signals have continued to come in recent days. The focus of this article includes possible implications of changes in the ...
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Authors
The writers behind this newsletter.
Global Macroeconomist. President, Sri-Kumar Global Strategies, Inc., advising multinational and sovereign wealth funds on global risk and opportunities
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