HeyJaredAndre Chelhot
Former central banker, hedge fund manager, and chief economist. Writing sharp global macro insights on debt, geopolitics, and regime shifts. Ex–Bank of Canada, ex–Olayan. Ex Chief Economist at the Prague Finance Institute.
- Indexed issues, last 90 days
- 3
- Latest publication
- Aug 1, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 8, 2026
Latest issues
The Policy Side of FX Interventions (opens the original)
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The Monetary Side of FX Interventions Inside a Central Bank, FX rates are viewed very differently. They are not the starting point of the analysis but rather its final outcome. The real focus lies much deeper within the financial system, where central bankers spend their days managing reserves, monitoring collateral, conducting repo operations and ensuring that overnight money-market rates remain consistent with the desired stance of monetary policy. The overwhelming majority of commentary focus
Jean de La Fontaine (opens the original)
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For the past three weeks, I stepped away from Bloomberg screens, central banks and financial markets and spent the summer holidays in Mykonos in one of our funds’ properties, with my twelve-year-old daughter. Every year, the island becomes a fascinating laboratory of human behavior. From early afternoon until sunrise, beach clubs are packed, restaurants are full, luxury boutiques welcome a constant flow of visitors, superyachts fill the marinas, and millions of euros are spent every single day w
The Bet Is Still Winning (opens the original)
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When we published our 2026 market predictions back in December 2025, we made a conscious decision that would ultimately define the identity of this publication. Rather than beginning with another discussion about inflation, another article on the Federal Reserve or another attempt to forecast the next employment report, we decided to begin with something far more ambitious. We wanted to present a single macroeconomic framework capable of explaining geopolitics, monetary policy, fiscal policy, co
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