Sitemap - 2022 - Macrocosm
Russian sanctions: the view from the car market
The shape of the chip market in the wake of the Chinese ban
Will the weather save us from the energy crisis?
What would a run on sterling driven by property outflows look like?
Chris Giles’ article on the energy crisis isn’t honest with the data
The UK's debt crisis is going to be unique
The curious case of the missing natural gas imports
Picking an Economic Fight With China is Unwise
Can the UK afford energy subsidies?
Is this or is this not a recession?
Why inflation is likely to stick around
Berkshire Hathaway's Japanese Holdings
How much does the present inflation look like the 1970s and 1980s?
How inflation is threatening to create a recession in the US
How much of an impact are the FAANGs having on the market?
How reliable is the Atlanta sticky/flexi price framework?
Inflation hedging through FX: EUR/HUF
Inflation hedging through FX: CHF/EUR
How an energy embargo will impact German CPI
How bad is this inflation relative to history?
How has the present inflation impacted factors?
Inflation, the quality factor and distribution
Rouble equilibrium value and oil prices
Russia's current account: worst case scenario
The Russian current account at $150-180 a barrel oil
How bad do sanctions hit Russian stocks?
How predictable was the recent inflation?
How much further would the S&P500 have to fall before we worried about a bear market?
Japanese Demographics: When Do Things Get Bad?