HeyJaredRobin J Brooks
A daily newsletter on everything going on in global macro, covering everything from interest rates, foreign exchange, oil and precious metals prices to sanctions and macro policy
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- Sep 30, 2026
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- Sep 6, 2026
Latest issues
The End of the Road for Iran (opens the original)
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Thank you for subscribing to my posts. If you’re not yet a paying supporter, please consider becoming one. That’ll allow you to DM me with questions and comments. Your contribution will help cover the cost of the data I use in my posts, which I fund out of my own pocket. Thanks so much for your support and feedback!The blockade is about much more than Iran. Ever since Russia’s invasion of Ukraine, the West has struggled to stand up to oil exporting autocrats for fear aggressive action might spik
Is the Yen Carry Trade Spiking Global Yields? (opens the original)
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Thank you for subscribing to my posts. If you’re not yet a paying supporter, please consider becoming one. That’ll allow you to DM me with questions and comments. Your contribution will help cover the cost of the data I use in my posts, which I fund out of my own pocket. Thanks so much for your support and feedback!There’s a theory going around that an unwind of the Yen carry trade is what’s behind the recent spike in long-term government bond yields globally. This theory is part of a larger con
How a Global Debt Crisis Starts (opens the original)
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Thank you for subscribing to my posts. If you’re not yet a paying supporter, please consider becoming one. That’ll allow you to DM me with questions and comments. Your contribution will help cover the cost of the data I use in my posts, which I fund out of my own pocket. Thanks so much for your support and feedback!Much of the commentary on the rise in long-term government bond yields, which I’ve been banging on about for the past <a href="https://robinjbrooks.
Will the AI Buildout Lift the Dollar? (opens the original)
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Thank you for subscribing to my posts. If you’re not yet a paying supporter, please consider becoming one. That’ll allow you to DM me with questions and comments. Your contribution will help cover the cost of the data I use in my posts, which I fund out of my own pocket. Thanks so much for your support and feedback!For the past two years, pretty much since the 2024 election, there’s been big foreign inflows into US equities. This coincides with all the excitement over AI and is leading to specul
How much will the Real rise if Bolsonaro wins? (opens the original)
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Get more from Robin J Brooks in the Substack appAvailable for iOS and Android<a class="install-substack-app-embed-link" href="https://substack.com/app/app-store-redirect?utm_campaign=app-marketing&utm_content=author-post-insert&u
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