Thematic Markets

Thematic Markets

About the Substack

Differentiated, value-added insights into the themes driving the global political economy and markets.

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• Occasional public posts

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• Subscriber-only posts and full archive
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About Marvin Barth

A Ph.D. economist, strategist and portfolio manager with experience at major global banks, asset managers, & across the policy spectrum, including the Federal Reserve Board, the U.S. Treasury Department, & the Bank for International Settlements.