Chris Marsh
@generaltheorist.bsky.social
Global macro and finance.
Reposted by Chris Marsh
Reposted by Chris Marsh
Sharp analysis by @generaltheorist.bsky.social @exantedata.bsky.social: "Since the euro was formed at the turn of the millennium, one constant theme has been the unnecessary tightness of German fiscal policy—and therefore shortage of reserve asset supply from the heart of the single currency." 1/2
July 4, 2025 at 4:56 AM
Sharp analysis by @generaltheorist.bsky.social @exantedata.bsky.social: "Since the euro was formed at the turn of the millennium, one constant theme has been the unnecessary tightness of German fiscal policy—and therefore shortage of reserve asset supply from the heart of the single currency." 1/2
Reposted by Chris Marsh
Friends, I am starting a new Substack next week "Geostrategy for these tumultuous times" that will bring an interdisciplinary approach to tackling the #macroeconomic, #demographic, #financial, #fiscal, #security, #environmental, #trade, #technological and #governance challenges the world is facing!
Geostrategy 4 Tumultuous Times | Substack
Chairman WBA, Prof of Climate, Geoeconomics, and Finance EUI, CEO NIFTYS, Trustee Friends of Europe - Keynote Speaker, Board Adviser, Investment Strategist, Interdisciplinary Professor, Policy Entrepr...
substack.com
April 30, 2025 at 8:24 AM
Friends, I am starting a new Substack next week "Geostrategy for these tumultuous times" that will bring an interdisciplinary approach to tackling the #macroeconomic, #demographic, #financial, #fiscal, #security, #environmental, #trade, #technological and #governance challenges the world is facing!
The October Budget was an odd one as it initiated a combined fiscal and monetary tightening as the macro institutions in the UK (the OBR and BOE) interpreted the fiscal impulse as expansionary.
moneyinsideout.substack.com/p/austerity-...
moneyinsideout.substack.com/p/austerity-...
Austerity in the UK
Irresponsible OBR analysis contributes to gilt market confusion
moneyinsideout.substack.com
February 4, 2025 at 11:03 AM
The October Budget was an odd one as it initiated a combined fiscal and monetary tightening as the macro institutions in the UK (the OBR and BOE) interpreted the fiscal impulse as expansionary.
moneyinsideout.substack.com/p/austerity-...
moneyinsideout.substack.com/p/austerity-...
Reposted by Chris Marsh
Great post from @generaltheorist.bsky.social on Argentina, Milei, the challenges the country faces and the impossibility of abolishing the central bank.
November 21, 2023 at 1:33 AM
Great post from @generaltheorist.bsky.social on Argentina, Milei, the challenges the country faces and the impossibility of abolishing the central bank.
Reposted by Chris Marsh
This is ace.
October 30, 2023 at 1:52 PM
This is ace.
Reposted by Chris Marsh
Many good points reflecting on Bank of England performance by @generaltheorist.bsky.social. one of main ones will be dear to the heart and brain of @t0nyyates.bsky.social . BoE should publish views on expected rates, for to do otherwise comes with big costs
October 30, 2023 at 11:18 AM
Many good points reflecting on Bank of England performance by @generaltheorist.bsky.social. one of main ones will be dear to the heart and brain of @t0nyyates.bsky.social . BoE should publish views on expected rates, for to do otherwise comes with big costs
October 29, 2023 at 10:39 PM
A conversation with David Laidler on his distinguished career in macroeconomics
thegeneraltheorist.com/2023/10/29/a...
thegeneraltheorist.com/2023/10/29/a...
October 29, 2023 at 8:34 PM
A conversation with David Laidler on his distinguished career in macroeconomics
thegeneraltheorist.com/2023/10/29/a...
thegeneraltheorist.com/2023/10/29/a...
October 28, 2023 at 12:49 PM
Reposted by Chris Marsh
Great news.
@generaltheorist.bsky.social has joined us.
If you want top BOP analysis, of tricky cases notably Argentina, and trenchant dissection of the guts (not waffle) of IMF WEOs, he is a go-to.
Free thinker.
@generaltheorist.bsky.social has joined us.
If you want top BOP analysis, of tricky cases notably Argentina, and trenchant dissection of the guts (not waffle) of IMF WEOs, he is a go-to.
Free thinker.
October 24, 2023 at 5:29 PM
Great news.
@generaltheorist.bsky.social has joined us.
If you want top BOP analysis, of tricky cases notably Argentina, and trenchant dissection of the guts (not waffle) of IMF WEOs, he is a go-to.
Free thinker.
@generaltheorist.bsky.social has joined us.
If you want top BOP analysis, of tricky cases notably Argentina, and trenchant dissection of the guts (not waffle) of IMF WEOs, he is a go-to.
Free thinker.
Reposted by Chris Marsh
Some good follows have joined in the past 24hrs:
@generaltheorist.bsky.social
@simontilford.bsky.social
@bondvigilantes.bsky.social
@kimdriver.bsky.social
@generaltheorist.bsky.social
@simontilford.bsky.social
@bondvigilantes.bsky.social
@kimdriver.bsky.social
October 24, 2023 at 6:09 PM
Some good follows have joined in the past 24hrs:
@generaltheorist.bsky.social
@simontilford.bsky.social
@bondvigilantes.bsky.social
@kimdriver.bsky.social
@generaltheorist.bsky.social
@simontilford.bsky.social
@bondvigilantes.bsky.social
@kimdriver.bsky.social