This blog is to share how I’m looking at macroeconomics and markets, for fun and profit! It complements my day job as a broker and consultant working with financial institutions to identify and exploit opportunities in interest rate markets. I focus on using credit and money data, combined with a long historical view on financial markets and institutions, to figure out where the big stories that drive price action are wrong and how they’ll change next. Predicting the future is hardly necessary when most of us barely understand the recent past. I’m going to be light on theory and prediction, and heavy on history, data, empirics and narratives. I hope you subscribe and join me for the ride!


Benedict Carey Lewis
benedict.c.l@gmail.com
+44 7708 462479 / +65 9147 7946