Thin Ice Macroeconomics
Spyros AndreopoulosMacro. Central Banks. Climate Change.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 73 | Subscribers | Read | thinicemacroeconomics.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
ECB Review: The New Neutral
Despite more hawkish forecasts, the ECB rhetoric did not turn more hawkish – a bravura communications performance by Christine Lagarde. Bullish staff forecasts put the spotlight on growth next year. I now expect the ECB to remain on hold in...
The Case for a German ECB President
Because symbolism matters in politics; and because policies matter for the euro.
ECB Preview: Don't Mention the Hike
While the ECB’s “on hold” is likely to be unanimous again, communication will present challenges: it will have to take on board stronger forecasts while not encouraging rate hike expectations and euro appreciation.
Hassett Has It
A more politicized Fed skews the distribution of inflation outcomes to the right and increases the likelihood of another “inflation accident”. Near term, however, the economic data will be more important than the Fed chair in setting rates....
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Authors
The writers behind this newsletter.
Economist writing on all matters macro and markets. Ex ECB, where I conducted monetary policy analysis and prepared meetings and communication. I have also worked in the private financial sector, at investment banks BNP Paribas and Morgan Stanley.
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