Welcome to Post-Economic.co, your go-to resource for clear and straightforward macroeconomic analysis, helping you understand where the economy stands and where it's heading.
Whether you're seeking evidence-based insights for your business, personal finances or intellectual growth, I've got you covered with regular reports on economic, financial and geopolitcal trends.
The Ukraine War and Its Consequences
Energy pipelines bend south instead of west, excess savings refuse to cross the Pacific, and the bond markets that financed a generation […]
Why the Dollar Just Broke its Downtrend
Markets rarely grant the luxury of a single narrative, yet this week they tried. With one well-timed handshake Washington and Beijing yanked […]
The 90-Day Tariffs Reprieve and the Stakes for Growth, Inflation, and Yields
By yanking back its April 2 tariff barrage, Washington has frozen the countdown clock on an outright divorce from Beijing—buying a 90-day […]
Capital Coming Home: A Euro Investor’s Pivot
Global capital does not pivot quietly. When the math on growth differentials, currency hedging costs and regulatory capital charges flips, allocation models […]
Three Trillion Trapped Dollars
China is shipping goods, banking the dollars offshore, and sitting on what amounts to a stealth mountain of foreign reserves. That pressure-cooker […]
Two Continents, Two Playbooks: Why Europe Cuts While the Fed Waits
Europe’s rate-setters are moving in convoy again, trimming policy levers almost in lockstep even as Washington stands pat. Their logic is brutally […]
Tariff Wars: Starmer’s Two-Way Bet, Trump’s One-Way Ratchet
Trade is turning into a contact sport. In the space of a fortnight Washington has weaponised tariffs, London has sprayed signatures over […]
The Shrinking Moat: Why China’s Private Firms Fear Their Own Local Governments
China’s private-sector entrepreneurs have long known that their greatest commercial risk is political, not commercial. Yet over the past two years that […]
Bundestag Blues: Why One Rebellion Won’t Be the Last
There is something almost musical about the way modern German politics keeps hitting unexpected minor chords. Just when investors think they have […]
From Liberation Day to Liquidation Day? Scenarios for the S&P 500
Wall Street still can’t choose between February’s peak and April’s trough. Strip away the noise and two actors drive the plot: a […]
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