A sceptical take on economics, policy and markets
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 61 | Founded | 6 years ago | Last Issue | 7 days ago |
| Active | |||||
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thescepecons.substack.comLatest Issues
The age of abundance is over
Kevin Warsh used his first Jackson Hole address as chairman of the Federal Reserve last week to signal that the next move in US interest rates is more likely to be up than down. The European Central Bank, which raised rates in June, may rai...
Financing the Contest for Capital
The US Treasury has said it will buy back more of its own debt. Presented as housekeeping, the move looks innocuous; set against long-term interest rates near their highest in two decades, it reads as a government beginning to manage the pr...
Financing the Contest for Capital
The demand for capital is rising just as the world’s great suppliers turns inward.
The United States Treasury has announced that it will buy back more of its own outstanding debt. Dressed as technical housekeeping — a way to improve market...
The Contest for Capital
A world on autopilot
Every few months the International Monetary Fund publishes a projection of the world economy, and the Blue Chip panel of forecasters does something similar each month; together they set the consensus against which ever...
The Contest for Capital
The world is being pushed to invest more than it has in decades. The consensus does not see it and the price of getting it wrong is a higher real cost of capital.
- A world on autopilot
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The writers behind this newsletter.
Professional economist with over 25 years of experience advising colleagues and clients and with award winning research contributions from accurate out-of-consensus insight.
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