The Monetary Frontier
George RobertsonMacro and monetary economic analysis.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 210 | Subscribers | Read | themonetaryfrontier.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The economy stays in trend of strong growth. Strangeness in credit.
Initial claims, then retail sales continue to pressure wholesalers inventory. No Federal Reserve monetary policy being shown certainly since January 2022.
Forward Guidance Interview
Felix of Forward Guidance does a terrific skilled interview regarding:
Election behind, now what?
No matter personal elation or trepidation, Trump has a mandate.
Initial Claims show economic expansion intact. Wholesalers does not indicate much.
If there is a growth surprise will likely come from wholesalers adding inventory - now running lean.
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Other publications recommended by the authors of this newsletter.
Authors
The writers behind this newsletter.
Fixed income, equity, Fed, vol, options. 40y capital markets | Solomon, Mulheren, Bass FO, Cargill | PM, CIO.
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