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Macro Thoughts

Analysis, Ideas and Reflections on Macroeconomic Topics

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Following Boswell

Following Boswell

Following Boswell into the Arcadian Fire

Hugh Hendry
The Acid Capitalist, April 1st, 2025
From COVID Lockdowns to Exchange Rates, Capital Theory, and Monetary Policy

From COVID Lockdowns to Exchange Rates, Capital Theory, and Monetary Policy

What do COVID lockdowns, currency collapses, and hyperinflation all have in common? According to Steve Hanke, they all reveal how central planners manipulate fear, money, and power to control society.

Steve H. Hanke
Mises Institute, 24 March 2025

“We suffer textile amnesia because we enjoy textile abundance.“

Excerpt

Virginia Postrel
The Fabric of Civilization: How Textiles Made the World, Basic Books, December 7, 2021
The legacy car market is collapsing, and high tariffs cannot save it.

The legacy car market is collapsing, and high tariffs cannot save it.

Kevin Walmsley
Inside China Business, 6 January 2025
Why is China hiding 700 billion dollars?

Why is China hiding 700 billion dollars?

Kevin Walmsley
Inside China Business, 13 November 2024
Wo Kommt Die Inflation Wirklich Her?

Wo Kommt Die Inflation Wirklich Her?

Dr. Richard A. Werner der Vater der quantitativen Lockerung präsentiert uns in diesem ausführlichen Vortrag vom Event "Marc lädt ein 2024" die Geschichte und Hintergründe der Kreditgebung. Warum er meint, die Inflation wäre eine Lüge und sei gewollt, wieso wir Dezentralität brauchen und jede Menge weitere Informationen, jetzt!

Prof. Richard Werner
Marc Friedrich, 26 October 2024

The Fed’s Big Cut Meets Cognitive Dissonance

The world is largely of two minds about the Fed’s -0.50 percentage point cut Wednesday. Neither seem right to us.

Fisher Investments Editorial Staff
Fisher Investments, 18 September 2024
Manufacturing in the United States

Manufacturing in the United States

Total Construction Spending: Manufacturing in the United States

FRED, Federal Reserve Bank of St. Louis, July 2024
The U.S. is not the most concentrated stock market

The U.S. is not the most concentrated stock market

Weight of top 10 stocks in MSCI country equity indices

Rahul Ghosh, Portfolio Specialist, Global Equities
T. Rowe Price,  From the Field, June 2024
U.S. share of global equity market is rising

U.S. share of global equity market is rising

Country shares of global equity markets

Rahul Ghosh, Portfolio Specialist, Global Equities
T. Rowe Price,  From the Field, June 2024
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