Thematic Markets
Marvin BarthDifferentiated, value-added insights into the themes drving the global political economy and markets.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 44 | Subscribers | Read | thematicmarkets.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Observations: Revealed preference meets real limits, Part I
The Fed’s preferences, reality & a future under Donald Trump
Observations: Nerd King Waller
## Policy signal? Or distraction?
Research register
A searchable register of all Thematic Markets research
The Fed fumbles
Credibility concerns re-emerge, as will inflationary pressures
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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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