Hidden Asymmetries
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Fog of Liberation
Tracking the rewiring global trade, debt, and the distribution of economic power.
Jan 12
•
Shashank Rai
8
2
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Sin of Scarface
A missive on what penance for the Chinese economy looks like
Dec 29, 2025
•
Shashank Rai
5
1
4
MS3: 12.18
In this version of Macro Sparknotes: India, Taiwan, Venezuela… and inflation.
Dec 19, 2025
•
Shashank Rai
2
1
1
MS2: 12.15
I am writing a piece on Japan, it’s rate hikes, and ETF sales but this should be a nice trailer.
Dec 16, 2025
•
Shashank Rai
1
2
Macro Sparknotes: MS1
I am experimenting with a new series of regular articles - Macro Sparknotes.
Dec 13, 2025
•
Shashank Rai
3
2
1
Crypto Goes Mainstream
A Primer on Digital Asset Market Structure and Investor Protection Act
Dec 10, 2025
•
Shashank Rai
1
2
Sovereign Cycles
2026 is a New Business Cycle
Dec 7, 2025
•
Shashank Rai
1
1
Etatism Update: Treasury Dominance
Treasury Supplants the Fed as Liquidity Arbiter
Dec 1, 2025
•
Shashank Rai
4
3
6
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Hidden Asymmetries
I cover global macro issues and break down market dynamics with a long term view
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