Each month, we review macro market themes and moves
7
A look at expected central bank balance sheet contraction
Draghi’s famous speech took place a decade ago this week—but how important was it? A long-term historical perspective.
9
Why are some countries better than others at creating wealth (and investment returns)?
The US experience in the 1970s was about controlling super core inflation, and service inflation in particular. And it will make the Fed uncomfortable…
1
2
You may not be interested in macro, but macro is interested in you (even if you normally have a focus on single stocks)
5
Money supply growth is depressed for technical reasons, but credit is expanding at a robust pace
4
June Market Review
5
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Money: Inside and Out