Why Midday Macro?

This newsletter is an overview of primarily U.S.-focused market price action, economic data, and monetary policy analysis, as well as longer-term macro theme exploration. This product is for the more sophisticated retail investor who doesn’t have the time or the desire to do the deeper dive and simply wants a good summarization of what’s currently happening and important.

Author and Analyst Michael Ball’s prior experience include working in the Markets Group at the New York Federal Reserve as well as consulting institutional investors.

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Color on Markets, Economy, Policy, and Geopolitics

People

My name is Michael Ball and I’m a macro analyst/consultant focused on markets, policy, and geopolitics. Previously a macro analyst for a boutique research shop, asset allocator, and member of the Markets Group at the NY Fed during the GFC.