Thematic Markets
Marvin BarthDifferentiated, value-added insights into the themes drving the global political economy and markets.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 36 | Subscribers | Read | thematicmarkets.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The other election
UK general election has transformative potential French election does not
Pragmatic populists
Economic, fiscal and security risks push Europe right
Observations: Rage rolls on
Underlying recent political upheaval across the world, The Politics of Rage grows
Incompatible drag
There is an increasing recognition that China’s state-capital model, at scale, is incompatible with Western, market-based economies. Similarly, a broadening political and international consensus is developing that China’s development is a ...
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Authors
The writers behind this newsletter.
A Ph.D. economist, strategist and portfolio manager with experience at major global banks, asset managers, & across the policy spectrum, including the Federal Reserve Board, the U.S. Treasury Department, & the Bank for International Settlements.
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