Topic 8
Macroeconomics for investors
The news, decoded — what a release is, and how markets structurally respond to it.
- 1Interest Rates and Central Banks: The Price of Money, and Why Every Asset Watches It8 min read
- 2Inflation and CPI: How the Most-Watched Number in Macro Is Actually Made8 min read
- 3GDP and the Business Cycle: Measuring the Economy, and Why the Market Isn't It8 min read
- 4Employment and Labour Data: The First Friday Number, Decoded8 min read
- 5Monetary vs Fiscal Policy: The Two Levers That Steer an Economy7 min read
- 6How Macro Releases Move Markets: Surprise, Regime, and the Minutes After 08:308 min read
- 7QE, QT and Central-Bank Balance Sheets: The Biggest Tool Nobody Can See8 min read
- 8Purchasing Power Parity and the Big Mac Index: What Currencies "Should" Be Worth7 min read
- 9Recessions and Market Cycles: What History Shows, and Why Timing Them Fails8 min read
- 10Currency Strength and Trade Balances: What "Strong" Actually Means, and Who Wins8 min read
- 11Tariffs, Trade Wars and Markets: The Mechanics, Without the Politics8 min read
- 12Demographics and Long-Run Growth: The Slowest Variable in Macro7 min read
- 13Government Debt and Deficits: The Investor's Lens on the Loudest Numbers in Politics8 min read