Thin Ice Macroeconomics
Spyros AndreopoulosMacro. Central Banks. Europe.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 95 | Founded | 2 years ago | Last Issue | 3 days ago |
| Active | |||||
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thinicemacroeconomics.substack.comLatest Issues
Warsh and Fed Communication
Kevin Warsh’s apparent desire to do away with forward guidance is a welcome start. But the more important question is not the specific mechanics of Fed communication—the dot plot, press conferences, and so on—but whether he is willing to go...
ECB Preview: Nearing Point of No Return for Second Hike
The ECB will embark on an insurance hike on June 11 to signal vigilance on inflation. Real-time indications of broadening inflation and additional pipeline pressures imply we are nearing the “point of no return” for a second hike. A third h...
Warsh at the Fed: Doves Have Taken Flight
Kevin Warsh arrives at the Fed at a challenging time. Any designs he may have had to lower fed funds have fallen victim to the situation. Christopher Waller’s hawkish turn is indicative of the FOMC mood, and the numbers for a regulation-dri...
The Case for Euro Stablecoins
In a recent speech, ECB President Lagarde has argued against euro stablecoins. I find instead that euro stablecoins are necessary to defend the euro’s international position – and that they can complement the digital euro. (Long and nerdy p...
Geopolitical World
Ahead of the Trump-Xi summit, some reflections on politics, international relations, and the global economy.
Photo by Matthew Pearce on Unsplash
A few weeks ago, I attended two events that I thought might be worth reporting back on...
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Authors
The writers behind this newsletter.
Economist and consultant writing on all matters macro and markets. Ex European Central Bank, where I conducted monetary policy analysis and prepared meetings and communication. I have also worked at global investment banks. Personal views always.
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