The hottest Global Finance Substack posts right now

And their main takeaways
Category
Top Finance Topics

Top Links 627 Is the dollar overvalued? Larry Summers feeling good. Gold & the price of a Rolex & The Rise and Fall of the Italian economy.

Chartbook • 329 implied HN points • 23 Jan 25
💰 Finance Economics Investments Currency Market Trends Global Finance
  1. The dollar's value is being questioned right now, which is important for understanding the economy. Many people are debating whether it's too high or just right.
  2. Larry Summers, a noted economist, seems optimistic about the economic outlook. His confidence might suggest some positive trends ahead.
  3. There are intriguing comparisons being made between gold prices, the cost of luxury items like Rolexes, and the state of Italy's economy. These links can help highlight larger economic patterns.

Top Links 616 Global corporate debt surge. Chicago's fiscal blues. Depoliticizing the railways of the Raj.

Chartbook • 300 implied HN points • 12 Jan 25
💰 Finance Market Trends Economic Policy Global Finance Investment Strategies
  1. Global corporate debt is rising sharply, which might affect the economy. This shows companies are borrowing a lot more money than before.
  2. Chicago is facing serious financial problems. The city's budget issues could impact its services and operations.
  3. There is a movement to make the railways in India less political. This could help improve efficiency and service for train travelers.

Top Links 586 Choices for the dollar. France's bond market humiliation. Federal payrolls and attacks on the Kosovo water works.

Chartbook • 343 implied HN points • 13 Dec 24
💰 Finance Economics Investing Market Trends Global Finance Public Policy
  1. The U.S. dollar has many different choices and options available, making it a complex topic.
  2. France recently faced difficulties in its bond market, which has caused concern.
  3. There have been notable occurrences involving federal payrolls and issues related to water services in Kosovo.

Top Links 558 Lending against chips. Cuba's oil collapse. India's financial revolution & Unger on our counterrevolutionary interlude.

Chartbook • 357 implied HN points • 12 Nov 24
💰 Finance Investing Economics Banking Market Trends Global Finance
  1. There's a growing trend of lending money using chips as collateral, which shows a new way to finance activities. It's like using your poker chips to get cash when you need it!
  2. Cuba's oil industry is facing major challenges, leading to significant changes in the economy there. This might affect everyday life for many Cubans.
  3. India is undergoing a financial revolution that is reshaping how its economy works. This could create more opportunities for people and businesses in the country.

How Western sanctions blow back, hurting Europe, deepening Asian integration

Geopolitical Economy Report • 378 implied HN points • 11 Jan 23
🌍 World Politics Sanctions Europe Asia Trade Global Finance
  1. Western sanctions against Russia led to increased trade with Asia but devastated Europe's economy
  2. Sanctions typically have a low success rate in changing the behavior of targeted states
  3. Sanctions can backfire and lead to unintended consequences like Russia's increased self-sufficiency and deepening Asian integration
Get a weekly roundup of the best Substack posts, by hacker news affinity:

Greek stock market greens

The Greek Analyst • 199 implied HN points • 20 Nov 23
💰 Finance Stock Market Investment Economy Global Finance Financial Markets
  1. The Greek stock market is performing well, with significant gains and various positive capital market developments like IPOs and investments.
  2. Greece's stock market offers appealing valuations compared to other European markets, making it an attractive investment opportunity.
  3. There is a resurgence of interest in Greek stocks, with increasing institutional support, positive outlook, and initiatives to boost market participation, indicating a potential trend for growth.

The Fed's Global Dilemma

Concoda • 794 implied HN points • 01 May 23
💰 Finance Monetary Policy Global Finance Financial Stability Central Banking
  1. The banking system has evolved significantly post the 2007/08 Great Financial Crisis, leading to changes in global monetary standards and U.S. central bank's mechanisms.
  2. Regulatory standards like LCR, NSFR, and SLR have transformed major financial institutions into stable entities, impacting their ability to engage in certain financial activities.
  3. The Federal Reserve introduced new mechanisms like Jaws of the Fed™ to control money market rates and ensure financial stability, but faces a dilemma with vulnerabilities in its global lower jaws.

Have a conversation about ESG

Anxiety Addiction & Ascension • 39 implied HN points • 25 Apr 23
🌍 World Politics ESG Great Reset Tyranny Totalitarianism Global Finance
  1. Spread awareness about ESG - it's a system favoring wokeness enforced by major financial players like BlackRock, affecting corporate decisions and ultimately societal control.
  2. Understand the impact of ESG on governance - it links to decisions like vaccine mandates through corporate governance criteria, influencing businesses to align with certain agendas to secure investment.
  3. Engage in conversations about ESG - discuss with others to raise awareness, starting with trusted individuals, to shed light on how ESG influences our lives and economy.

The Death of Credit Suisse

Apricitas Economics • 64 implied HN points • 25 Mar 23
💰 Finance Banking Global Finance Financial Regulations Risk management Financial Markets
  1. Credit Suisse faced major financial issues over several years, with losses, leaked data, and fines leading to its demise.
  2. Swiss authorities forced Credit Suisse to merge with UBS to prevent a public collapse and global financial crisis.
  3. The fallout from Credit Suisse's fall includes impacts on European banks, market confidence, and central bank efforts to stabilize the financial system.

Japan GDP Ends 2021 Near Pre-Covid Level

Japan Economy Watch • 79 implied HN points • 16 Feb 22
🌍 World Politics Economy International relations Global Finance Government Policy Economic Impact
  1. Japan's GDP in 2021 was just 2% above its level from 14 years ago in 2007, showing a stagnant long-term economic performance.
  2. The growth Japan has seen has largely been dependent on government deficit spending, with private domestic demand remaining below pre-2007 levels.
  3. Economists predict Japan's GDP growth to continue in a saw-toothed pattern, with the economy expected to grow by 3.3% in 2022 and 1.8% in 2023, but still lagging behind other major economies like the US and Eurozone.

Economic Calendar for the Week of December 8, 2024

Alex's Personal Blog • 0 implied HN points • 09 Dec 24
💰 Finance Economic Events Market Analysis Earnings Reports Global Finance Investment Trends
  1. ServiceTitan is going public this week, but it's under a lot of stress. They're trying to satisfy investors who might not benefit if the stock price drops.
  2. GameStop is set to release their earnings soon. Activity on their subreddit could give us clues about how wild their stock performance will be.
  3. Broadcom has raised prices a lot after buying VMWare. This might upset many company leaders, highlighting how drastic price hikes can push people to look for alternatives.