Macro

Macroeconomic research of the finest order

ULTIMATE COLD CALL: Economics Minister Rafizi & BNM Governor Shamsiah, I have great respect for both of your work. Please invite me for a coffee... I'd…
What does the UK, USA, Japan, China and the EU have in common? Unbearably High Debt-to-GDP. Could the mini-Budget have been a magical panacea?
Preparation for my upcoming US Inflation webinar next Tuesday
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“If you can keep your head when all about you, Are losing theirs and blaming it on INFLATION - You'll see the whites of the eyes of DEFLATION" ― If: An…
Understanding China Macro - and how you can make a 200% return by buying Evergrande's bonds today
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This ended up being way longer than I thought it would be
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DiMartino Booth + McCullough: Fed Policy Mistake? Market Risk RisingUS macro risks discussed: 1) US debt ceiling showdown looming, and Republicans have no incentive to extend the debt ceiling with bad blood from …
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