HeyJaredMeridian Macro Research
Deep dives on emerging markets, capital flows, and geopolitical finance. Real positions. Real returns. Analysis built on the framework that actually works: follow the flows, not the headlines.
- Indexed issues, last 90 days
- 3
- Latest publication
- Jul 28, 2026
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- Earliest in this view
- Jul 7, 2026
Latest issues
Tomorrow’s Fed Meeting Isn’t About the Vote. It’s About the Swing. (opens the original)
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The Fed announces its rate decision tomorrow, Wednesday 29 July, statement at 2:00pm ET, Chair Kevin Warsh’s press conference at 2:30pm ET. No Summary of Economic Projections this time, so there’s no dot plot to lean on, just the statement and whatever Warsh says live. That matters more than usual, and I’ll get to why.This is analysis and commentary, not personalised financial advice. Nothing here is a recommendation to buy or sell any specific investment.The number that actually tells the story
Downing Street Just Changed. Here’s What It Means For Your Portfolio. (opens the original)
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Andy Burnham takes office as Britain’s Prime Minister tomorrow, Monday 20 July, replacing Keir Starmer. He becomes the UK’s seventh PM in a decade. Markets have been pricing this transition for months, in fits and starts, and tomorrow’s Cabinet announcement, specifically who gets the Treasury, is the next real catalyst. Here’s the full picture: who he is, what he’s actually signalled on fiscal policy, how gilts and sterling have moved through each stage of this story, and what it means across fi
The Gilt Market Demands the Invoice (opens the original)
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Politicians can say whatever they want. However, the hard math of running a country will always force them to face reality. For a decade, the UK has operated on a cycle of high-turnover leadership and elastic fiscal rules. These rules are consistently adjusted right before they trigger a technical breach, because keeping up appearances matters. International debt buyers tolerated this framework as long as global liquidity remained cheap.But that period of leniency has concluded.Today, the gilt m
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