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Banks would have crushed the economy
Now it's time for them to step up
Aug 9, 2021 • 
BCL Macro
12

June 2021

Explaining My Process
How I come up with macro trade ideas
Jun 24, 2021 • 
BCL Macro
11

April 2021

The road to full employment
Looks short, but could be very long
Apr 20, 2021 • 
BCL Macro

March 2021

The 70s that never were
What everyone knows about inflation, and why we think we know it
Mar 9, 2021 • 
BCL Macro

February 2021

Reflation reversion
The reflation narrative is firmly in place, here are my triggers to fade it
Feb 16, 2021 • 
BCL Macro
4

October 2020

The most likely US election outcome?
And why it's not considered so
Oct 28, 2020 • 
BCL Macro
2

September 2020

Koreas credit conundrum
The ineffectiveness of loose policy means we'll likely see more of it
Sep 10, 2020 • 
BCL Macro

August 2020

Modern Monetary Practice
A quick summary of monetary measurement, operations and policy
Aug 27, 2020 • 
BCL Macro
1

July 2020

RBA vs MMT
Investors should be mindful of the RBA's ideological convictions
Jul 29, 2020 • 
BCL Macro
Mnuchins missing millions
The US treasury has accumulated loadsamoney expecting rational political leadership. Good luck with that.
Jul 15, 2020 • 
BCL Macro
1
Paying for protection
Watch out for Covid cost push inflation and the bad ideas that'll come with it
Jul 10, 2020 • 
BCL Macro

June 2020

What we know and when we know it
Does the market know what's coming for earnings?
Jun 30, 2020 • 
BCL Macro
1
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