Archive - BCLMacro

Banks would have crushed the economy

Now it's time for them to step up

Aug 9, 2021 •

June 2021

Explaining My Process

How I come up with macro trade ideas

Jun 24, 2021 •

April 2021

The road to full employment

Looks short, but could be very long

Apr 20, 2021 •

March 2021

The 70s that never were

What everyone knows about inflation, and why we think we know it

Mar 9, 2021 •

February 2021

Reflation reversion

The reflation narrative is firmly in place, here are my triggers to fade it

Feb 16, 2021 •

October 2020

The most likely US election outcome?

And why it's not considered so

Oct 28, 2020 •

September 2020

Koreas credit conundrum

The ineffectiveness of loose policy means we'll likely see more of it

Sep 10, 2020 •

August 2020

Modern Monetary Practice

A quick summary of monetary measurement, operations and policy

Aug 27, 2020 •

July 2020

Investors should be mindful of the RBA's ideological convictions

Jul 29, 2020 •

Mnuchins missing millions

The US treasury has accumulated loadsamoney expecting rational political leadership. Good luck with that.

Jul 15, 2020 •

Paying for protection

Watch out for Covid cost push inflation and the bad ideas that'll come with it

Jul 10, 2020 •

June 2020

What we know and when we know it

Does the market know what's coming for earnings?

Jun 30, 2020 •

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