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SriKonomics

Komal Sri-Kumar

Interpretation of global economic developments

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues264SubscribersRead srikonomics.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Why Inflation Always "Transitory" For Powell

As the war with Iran enters its second month, Federal Reserve Chairman Jerome Powell has once again offered reassurance that inflation risks remain contained. Speaking to students in Harvard University’s introductory macroeconomics course o...

11 days ago
9
0

Why TACO is Not Working

Markets have been slow to recognize the persistence of inflation and the likelihood that U.S. monetary policy will need to remain restrictive for longer than previously anticipated — two points made repeatedly in SriKonomics issues. This pa...

18 days ago
16
0

When Fed Speaks With Two Voices

The Federal Reserve is heading toward what ought to be a routine leadership transition. Instead, it is drifting into something far more consequential: a test of institutional authority, political pressure, and market credibility. Under norm...

25 days ago
9
0

War: No Easy Solution to Stagflation!

It now looks increasingly likely that the United States’ and Israel’s war with Iran will last far longer than President Trump had suggested at the start of the week. That matters not only for the Middle East, but also for oil, inflation, Tr...

a month ago
10
0

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Authors

The writers behind this newsletter.

  • Komal Sri-Kumar

    Global Macroeconomist. President, Sri-Kumar Global Strategies, Inc., advising multinational and sovereign wealth funds on global risk and opportunities

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