HeyJaredMichael Spencer
I love Japan, classical music & keeping fit - running and Peloton. I have a keen interest in financial markets.
- Indexed issues, last 90 days
- 13
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 28, 2026
Latest issues
The credit cycle, de-dollarisation and the future of global finance (opens the original)
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https://on.soundcloud.com/UzGlKlLsX7XhnGgn3zAs readers are aware, I think Andrew Hunt and Ben Ashby offer some useful insights into Global Markets, so I did enjoy listening to the podcast (link above), and I am happy to summarise it.hunteconomics.com Read more
Deepwell - Markets & Spencer - Macro Compass (opens the original)
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Macro CompassFollow the Savings — Has USD Dominance Already Done the Easy Part?The macro environment has become more complicated without yet becoming decisively weaker. Growth remains resilient, AI investment continues to absorb enormous amounts of capital, and governments are issuing unprecedented quantities of debt. At the same time, the energy shock has pushed oil above $100, refined-product prices sharply higher and central banks back towards tightening.The common thread is the price and des
Macro Compass - Follow the Savings (opens the original)
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Week Ahead — Three Central Banks, Three TestsThis is an unusually dense central-bank week, with the Fed, BoE and BOJ all meeting against a backdrop of higher energy prices and sharply repriced global bond markets.Monday — Canada CPI Canada CPI is the main data release, with the energy shock likely to push headline inflation higher.Tuesday — China activi… <a href="https://mspen.substack.com/p/macro-compass-fo
Macrocompass (opens the original)
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Macro Compass Read more
FX Correlation, Factor Structure and Regime Analysis (opens the original)
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It has taken a few days but the impact of Warsh at Jackson Hole filtering through into FX - USD dominance is starting to re asset itself in some places, & today it was the turn of the CHF - see below Read more
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