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Crude Prices Don't Reflect A More Fractious World
A Crude Analysis
Jan 10
•
James
6
3
1
Policy Divergence Doesn’t Mean CHFJPY Lower
A Lesson In Doing Your Homework
Jan 8
•
James
11
6
5
Essential Reading From December 25
All The Good Macro I Read In December 2025
Dec 31, 2025
•
James
3
1
US Tariffs Are Bad But Not Terrible
Just How Much Damage Are US Tariffs Causing
Dec 27, 2025
•
James
3
1
Do The G7 Enjoy Exorbitant Privilege?
And Why The US Has Reached The End Of The Road
Dec 21, 2025
•
James
8
1
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Discussions
Bullish Dollar?
Dollar To Go Up (a little) Or Down (a lot)
Dec 17, 2025
•
James
6
2
1
US Re-Inflation?
What A Simple Reading Of The Data Tell Us
Dec 8, 2025
•
James
4
2
1
Essential Reading From November 25
All The Good Macro I Read In November 2025
Nov 30, 2025
•
James
7
2
1
The New Age of Volatility (video)
A Podcast On Why The Supply Side Might Be Back, With A Vengeance
Nov 27, 2025
•
James
4
1
Making Sense Of MMT
How Government Spending Actually Works
Nov 23, 2025
•
James
17
22
3
UK Fiscal Policy Is A Mess
FFS Just Do Something, Volume 2
Nov 15, 2025
•
James
12
2
2
Essential Reading From October 25
All The Good Macro I Read In October 2025
Nov 2, 2025
•
James
6
4
1
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Recommendations
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