Archive - Thin Ice Macroeconomics

May 2025

April 2025

Bond Vigilantes May Deny Trump a Big Fiscal Win

Treasury market volatility here to stay

Apr 25 •

Spyros Andreopoulos

Dispatch€s from Frankfurt: ECB Review: Finger on the Trigger

ECB and Fed attitudes diverge again

Apr 17 •

Spyros Andreopoulos

Dispatch€s from Frankfurt – ECB Preview: The Fog of (Trade) War

Lowering my ECB terminal target to 1.75%

Apr 12 •

Spyros Andreopoulos

Tariffs, Taxes, Trump and Trouble

... for the Fed and the dollar

Apr 4 •

Spyros Andreopoulos

March 2025

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