FX Hedge Newsletter

Home
Archive
Leaderboard
About
A Divining Rod and 2 Crystal Balls
What markets are telling us about the direction of the economy and how to invest
 • 
FX Hedge
1
Garbage In, Garbage Out
The National Accounts are becoming worthless because of political pandering
 • 
FX Hedge

September 2024

Out of the Frying Pan, Into the Fire
Treasury just had its worst August ever and things are getting worse
 • 
FX Hedge
5
Vanishing Jobs Mystery
Sins of omission are catching up to the Labor Department
 • 
FX Hedge
1

August 2024

Gold Forecast in the White
But now what?
 • 
FX Hedge
16 Tons of Consumer Debt
I owe my soul to the company store...
 • 
FX Hedge
1
A View from 30,000 Feet
Take a step back, take a deep breath, and take a moment
 • 
FX Hedge

July 2024

A Painful, but Inevitable, Return to Normalcy
Why normalizing Treasury's maturity schedule will disturb financial markets
 • 
FX Hedge
2
Why Are the Inflation Numbers Fake?
A little hedonic adjustment goes a long way
 • 
FX Hedge
10
Are We in Recession Already?
Most people say yes, as do several indicators
 • 
FX Hedge
1

June 2024

GDP=Grossly Distorted Picture
An honest review of the latest GDP print and where the next is headed
 • 
FX Hedge
Making Sense of Macro Forecasts
How Three Fed Banks Produce Wildly Different Results
 • 
FX Hedge
1
© 2024 FX Hedge
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture