Macromichael
@macromichael.bsky.social
Slide into my EMs not my dms. All views are my own or rephrased from someone smarter than me on Bluesky.
If I ever want to check my own perception of my intelligence I just listen to Adam on Ones & Tooze. Always interesting and intellectually humbling.
podcasts.apple.com/gb/podcast/o...
podcasts.apple.com/gb/podcast/o...
Heterodox Economists: Vladimir Lenin
Podcast Episode · Ones and Tooze · 05/12/2025 · 42m
podcasts.apple.com
December 8, 2025 at 5:15 AM
If I ever want to check my own perception of my intelligence I just listen to Adam on Ones & Tooze. Always interesting and intellectually humbling.
podcasts.apple.com/gb/podcast/o...
podcasts.apple.com/gb/podcast/o...
Interesting how crypto scams and general scam centre news are so prevalent in Asian media I’m reading. Having macro implications with tourism hits to Thailand and Cambodia and geopolitical tensions between the US and China.
November 12, 2025 at 6:45 AM
Interesting how crypto scams and general scam centre news are so prevalent in Asian media I’m reading. Having macro implications with tourism hits to Thailand and Cambodia and geopolitical tensions between the US and China.
Back living in Singapore and have to say it feels like good timing. Looking forward to discussing EM Asia with the people that live it and love it!
November 4, 2025 at 12:46 PM
Back living in Singapore and have to say it feels like good timing. Looking forward to discussing EM Asia with the people that live it and love it!
Don’t even like golf but celebrated that
September 28, 2025 at 9:19 PM
Don’t even like golf but celebrated that
A certain US economist referring to Europe (he went to London and Paris) as a shithole before returning to New Jersey is peak American exceptionalism
September 6, 2025 at 8:21 AM
A certain US economist referring to Europe (he went to London and Paris) as a shithole before returning to New Jersey is peak American exceptionalism
What fresh hell is this? Oddlots featuring Lizz Truss, putting the emphasis on Odd.
August 28, 2025 at 9:32 AM
What fresh hell is this? Oddlots featuring Lizz Truss, putting the emphasis on Odd.
The LatAm less exposed view getting tested in the last 24hrs. Chilean copper and now this. Still at least for Brazil the risks are more what this means for the fiscal than the growth impact itself.
TRUMP: 50% TARIFF ON BRAZIL - TRUTH SOCIAL
July 9, 2025 at 9:12 PM
The LatAm less exposed view getting tested in the last 24hrs. Chilean copper and now this. Still at least for Brazil the risks are more what this means for the fiscal than the growth impact itself.
This is another example of why the idea that China can simply pivot from the US market to its friends “in the global south” (a phrase that I dislike) and export unconstrained is silly. None of these markets want to see their domestic companies crushed by the prowess of China’s exporters.
1/14
This article is a very good illustration of how, in a hyperglobalized world, countries that choose to control their domestic economies—which, among other things, means controlling their capital and trade accounts—can impose...
www.reuters.com/business/fin...
This article is a very good illustration of how, in a hyperglobalized world, countries that choose to control their domestic economies—which, among other things, means controlling their capital and trade accounts—can impose...
www.reuters.com/business/fin...
China floods Brazil with cheap EVs triggering backlash
The world's largest car-carrying ship - with the equivalent of 20 football fields of vehicles - completed its maiden journey late last month to dock in Brazil's Itajai port.
www.reuters.com
June 20, 2025 at 10:54 AM
This is another example of why the idea that China can simply pivot from the US market to its friends “in the global south” (a phrase that I dislike) and export unconstrained is silly. None of these markets want to see their domestic companies crushed by the prowess of China’s exporters.