HeyJaredJB Macro
My macro brings all the boys to the yard. Macro & Markets, We're Fun (ish).
- Indexed issues, last 90 days
- 15
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 12, 2026
Latest issues
Essential Reading From September 26 (opens the original)
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In this note, we outline the noteworthy macro we read in September, with our summaries. The full reading list is updated regularly here.Do Productivity Booms Push Down Prices? – St Louis Fed (note), September 2026: Interesting note showing how productivity booms often lead to lower producer prices:Periods of unusually strong labor productivity growth historically have been associated with slower producer price inflation
Macro Trader 6: Long The EUR Short-End (opens the original)
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While we provide loads of free content, this series is an exclusive for our paid subs. We explore trade ideas through thesis, analysis, execution, and risks. This is Macro Trader edition 6, analysing a Eurozone rates trade on a 6-12 month horizon. Read more
How Americans Learned To Stop Worrying & Love Consumption (opens the original)
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We know that in developed economies, consumption is normally around 60-70% of GDP, which puts the outlook for consumption pivotal to the long-run trajectory of the economy. In our note 5 economic indicators to understand the future, we recognised this centrality of consumption to the rate of trend expansion in the economy and the centrality of wages (and other income, noted as “resources”) in determining consumption:Humans as a collective will buy as much shit as they can manage (taking into acc
Macro Trader 5: Long Swiss Franc (opens the original)
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While we provide loads of free content, this series is an exclusive for our paid subs. We explore trade ideas through thesis, analysis, execution, and risks. This is Macro Trader trade 5, analysing a long franc trade on a multi-month horizon.The Trade: Short EURCHF. Read more
“Yields Up” Isn’t All Bad, What Matters Is “Why Yields Up” (opens the original)
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Long-end bond yields have risen sharply globally over recent months, with particular focus on vulnerabilities for USTs. This has given rise to fears that “something might break”, via a variety of different mechanisms. This might range from plain old companies can’t refinance their debt at low enough rates, to leveraged investors beginning to struggle, to valuations needing to reset aggressively downward as the required yields on riskier assets need to rise given safe assets now have higher yield
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