Macro Market Notes

A collection of notes on topics relevant for macro policy discussions and market views, leveraging the policy/market experience, economic intuition and econometric skills of an accomplished macroeconomist. Views are those of the author only.

By Jan J. J. Groen
· Launched 2 years ago
By subscribing, I agree to Substack’s Terms of Use and acknowledge its Information Collection Notice and Privacy Policy
“I really enjoyed this newsletter's highly detailed views on US growth + inflation ”
Aaron Pek, Value Investing for Professionals