The Monetary Frontier
George RobertsonMacro and monetary economic analysis.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 191 | Subscribers | Read | themonetaryfrontier.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
New Home Sales and Price
Completes the picture after New Home Construction last week. 'No Fed' and Phase II upwards surge has commenced. Mortgage rates are not a factor.
The Federal Reserve dilemma
This is the second part to The Monetary Frontier on the current crisis at the Federal Reserve due to the mess that adopting the Neo Wicksell monetary thesis and then implemented this thesis by policy outlined by Michael Woodford at the 2012...
Initial claims - unambiguous depiction of a strong economy ongoing
It is impossible to perceive anything else but that the boom economy started with Covid fiscal spend is ongoing. Then Minsky.
New Homes indicate Phase II surge commenced.
Phase II start was residential employment construction for August 2024 (two weeks ago)
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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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