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Deep-Dives | Curated insights across markets, macros, history & more

Deep-Dives · Global · Curated insights across markets, macros, history, and intelligence | Showing 7 of 7

Deep-Dives | Curated insights across markets, macros, history & more

Distilling high-signal intelligence into digestible insights.

Deep-Dives · Global · Showing 7 of 7

Conversation with Michael Howell of CrossBorder Capital : The Macro Dirt Podcast

> "What are financial markets there for? They're there to roll over our huge debt piles. Something like 80% of all primary transactions in capital markets today are debt refinancing transactions." - **Michael Howell** [[00:08:23](https://youtu.be/fF55Cg-SCTQ?si=kZ_0QV-uF2621E6g&t=0h8m23s)] > "The reason that liquidity is going down is plain and simple because the real economy is taking more... all money that's…

Mar 22, 2026·Liquidity
Conversation with Michael Howell of CrossBorder Capital : The Macro Dirt Podcast

https://rsch.baml.com/access?q=remgLeeMvls

*10 Micro Themes for 2026: Acquisitions and AI are just the beginning | Global Research Marketing | BofA*

Mar 1, 2026·Outlook 2026
https://rsch.baml.com/access?q=remgLeeMvls

https://media.licdn.com/dms/document/media/v2/D4E1FAQFbpxS_-DDlPg/feedshare-document-pdf-analyzed/B4EZyisyDKHkAY-/0/1772256176409?e=1773273600&v=beta&t=WsvrA99Zx3kV9fi-9LTHfgaxbSQhvDgOjMCv_BtjsJM

*The Hausblick Macro Outlook Germany | Deutsche Bank | Report*

Mar 1, 2026·Germany
https://media.licdn.com/dms/document/media/v2/D4E1FAQFbpxS_-DDlPg/feedshare-document-pdf-analyzed/B4EZyisyDKHkAY-/0/1772256176409?e=1773273600&v=beta&t=WsvrA99Zx3kV9fi-9LTHfgaxbSQhvDgOjMCv_BtjsJM

From Babylon to Wall Street: How Bankers Make You Poor | Michael Hudson & Jonathan Brown

> "[00:02:53](https://youtu.be/pplrFx0ThYY?t=173) My entire life ever since I became an economist in the **1960s** was to realize that debt was the major problem that was going to be growing exponentially and stifling society." - Michael Hudson (On his core realization) > "[00:08:33](https://youtu.be/pplrFx0ThYY?t=513) The given interest rate was **1/60th** per month or the decimalized equivalent of **20%** a…

Feb 19, 2026·Currencies & FX
From Babylon to Wall Street: How Bankers Make You Poor | Michael Hudson & Jonathan Brown

https://x.com/MikeZaccardi/status/2017185102120231095?s=20

*BofA Hartnett: Gold & EM stocks = the big outperformers in US$ bear markets...The five big US$ bear markets since 1967 - [Mike Zaccardi](https://x.com/MikeZaccardi/status/2017185102120231095)*

Jan 30, 2026·Dollar
https://x.com/MikeZaccardi/status/2017185102120231095?s=20

https://www.apolloacademy.com/stagflation-in-2025-overheating-in-2026/

Stagflation in 2025. Overheating in 2026 | The Daily Spark | January 14, 2026

Jan 17, 2026·Economy
https://www.apolloacademy.com/stagflation-in-2025-overheating-in-2026/

https://open.substack.com/pub/pinetreemacroresearch/p/global-macro-outlook-2026?utm_campaign=post-expanded-share&utm_medium=web

**Global Macro Outlook 2026** | Ritesh Jain | Pinetree Macro

Jan 9, 2026·Outlook 2026
https://open.substack.com/pub/pinetreemacroresearch/p/global-macro-outlook-2026?utm_campaign=post-expanded-share&utm_medium=web
Source
LiquidityMacroMacro / Economics
+33 more tags
MarketsMonetary PolicyPodcast

Conversation with Michael Howell of CrossBorder Capital : The Macro Dirt Podcast

"What are financial markets there for? They're there to roll over our huge debt piles. Something like 80% of all primary transactions in capital markets today are debt refinancing transactions." - Michael Howell [00:08:23]

"The reason that liquidity is going down is plain and simple because the real economy is taking more... all money that's…

View Full Article
UJ
Mar 22, 2026
Source
Outlook 2026ThemesMacro
+66 more tags
Source
Germany
Source
Currencies & FXDollar, Money & CurrencyEconomics
+55 more tags
Source
DollarMacroFinance
+55 more tags
Source
EconomyMacroInvesting
+6
Source
Outlook 2026Pinetree MacroMacro
ReportFinanceWall StreetReport, Blogs & InsightsMacro / EconomicsMonetary Policy

https://rsch.baml.com/access?q=remgLeeMvls

10 Micro Themes for 2026: Acquisitions and AI are just the beginning | Global Research Marketing | BofA

View Full Article
UJ
Mar 1, 2026
Macro
Outlook 2026
+77 more tags
ReportFinanceWall StreetMacro / EconomicsReport, Blogs & InsightsMarkets & InvestmentsEurope

https://media.licdn.com/dms/document/media/v2/D4E1FAQFbpxS_-DDlPg/feedshare-document-pdf-analyzed/B4EZyisyDKHkAY-/0/1772256176409?e=1773273600&v=beta&t=WsvrA99Zx3kV9fi-9LTHfgaxbSQhvDgOjMCv_BtjsJM

The Hausblick Macro Outlook Germany | Deutsche Bank | Report

View Full Article
UJ
Mar 1, 2026
Finance
History
Macro
Macro / Economics
Podcast

From Babylon to Wall Street: How Bankers Make You Poor | Michael Hudson & Jonathan Brown

"00:02:53 My entire life ever since I became an economist in the 1960s was to realize that debt was the major problem that was going to be growing exponentially and stifling society." - Michael Hudson (On his core realization)

"00:08:33 The given interest rate was 1/60th per month or the decimalized equivalent of 20% a…

View Full Article
UJ
Feb 19, 2026
Dollar, Money & CurrencyReport, Blogs & InsightsMacro / EconomicsMarkets & InvestmentsCurrencies & FX

https://x.com/MikeZaccardi/status/2017185102120231095?s=20

BofA Hartnett: Gold & EM stocks = the big outperformers in US$ bear markets...The five big US$ bear markets since 1967 - Mike Zaccardi

View Full Article
UJ
Jan 30, 2026
6 more tags
USAReport, Blogs & InsightsMarkets & InvestmentsMacro / EconomicsUSMonetary Policy

https://www.apolloacademy.com/stagflation-in-2025-overheating-in-2026/

Stagflation in 2025. Overheating in 2026 | The Daily Spark | January 14, 2026

View Full Article
UJ
Jan 17, 2026
+3
3 more tags
EconomyReport, Blogs & InsightsMacro / Economics

https://open.substack.com/pub/pinetreemacroresearch/p/global-macro-outlook-2026?utm_campaign=post-expanded-share&utm_medium=web

Global Macro Outlook 2026 | Ritesh Jain | Pinetree Macro

View Full Article
UJ
Jan 9, 2026