HeyJaredNonconsensus
A daily look into the thinking of veteran macro investor Bob Elliott as he navigates some of the most challenging market dynamics he's seen over his career.
- Indexed issues, last 90 days
- 32
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 27, 2026
Latest issues
Europe’s Inflation Problem Worsens (opens the original)
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While there has been a modest retreat in energy prices from their recent peak, nearly every country across the world is facing some form of energy shock. The European dynamics are no different, with… Read more
The RBA Takes the High Road (opens the original)
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While most developed world central banks have been wringing their hands trying to figure out whether to hike into the global inflation shock, Bullock over at the RBA has led the committee to a firm i… Read more
Expensive Supply (opens the original)
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Historically thinking through the supply-demand dynamics in the oil market was pretty straightforward. Consider global demand given projected growth, the supply coming outside of Saudi which would l… Read more
Macro Talk 2026.09.25 (opens the original)
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Get more from Bob Elliott in the Substack appAvailable for iOS and Android<a class="install-substack-app-embed-link" href="https://substack.com/app/app-store-redirect?utm_campa
Betting Against “The House” (opens the original)
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Over the last couple months we’ve seen the emergence of a new policy making theme in the markets - the Activist Treasury Secretary. It’s been an ironic transition for a person who so vigorously argued against intervention in the markets by pols just before sitting in the seat.The reach has been broad based, covering bond, currency all the way to suspected oil futures trading in the matter of a few short months. Each effort pushing directly against the underlying macro drivers in an effort to ach
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