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• Bloomsbury Macro

  Written by a former Executive Director, Global Investment Research at Goldman Sachs. Each week, we cut through the noise on macro, AI, and markets to explain where policy, capital, and technology are really heading.

  10 posts · theirs

Lately

• Jobless Prosperity

  Bloomsbury Macro · 2026-02-11

• AI Is Becoming a Credit Cycle

  Bloomsbury Macro · 2026-02-06

• From Speculation to Stability: How Markets Are Repricing Trust

  Bloomsbury Macro · 2026-02-03

• Gold Isn’t Predicting a Crash. It’s Predicting Policy.

  Bloomsbury Macro · 2026-01-29

• Execution as the Binding Constraint

  Bloomsbury Macro · 2026-01-26

• When Bonds Stop Hedging, Politics Becomes Macro

  Bloomsbury Macro · 2026-01-21

• Tariffs as a Weapon: When Trade Policy Becomes Sovereignty Policy

  Bloomsbury Macro · 2026-01-20

• AI, Geopolitics, and the Business Model Shock

  Bloomsbury Macro · 2026-01-19

• The AI Capex Bubble Won’t Look Like the Dot-Com Bubble

  Bloomsbury Macro · 2026-01-18

• Banks as Political Risk Assets

  Bloomsbury Macro · 2026-01-16

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