A collection of notes on topics relevant for macro policy discussions and market views, leveraging the policy/market experience, economic intuition and econometric skills of an accomplished macroeconomist. Views are those of the author only.
I am an accomplished macroeconomist with a broad experience gained in senior roles at reputed policy and markets institutions. Formerly NY Fed and Bank of England. Interests: #inflation #centralbanks #markets #economy #forecasting. Views are my own.
Timely, in depth analysis of Federal Reserve policy and players, and of its central bank counterparts around the world that are driving global markets.
Newsletter on global macro and market strategy. Equities, rates, FX, commodities
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Essays and analysis about elections, media, sports, poker, and all the other things I care about.