2+ hour, 7+ min ago   (677+ words) What Kevin Warsh means for markets'Robin J Brooks | Substack What Kevin Warsh means for markets The Dollar rose almost one percent yesterday, but not much of that was about Warsh The Dollar rebounded yesterday. It's tempting to think this was…...

4+ day, 2+ hour ago   (347+ words) Dollar Collapse'Robin J Brooks | Substack The Dollar has broken below the range it held in all of H2 2025 - an ominous sign The Dollar has been cratering the last few days, in line with my call that we'd see a resumption of…...

6+ day, 2+ hour ago   (821+ words) Senior Fellow at the Brookings Institution, former Chief Economist at IIF and Chief FX Strategist at Goldman Sachs. All opinions are my own. Email: [email protected]. Everything you need to know about gold Gold prices are going through the roof and…...

1+ week, 2+ day ago   (827+ words) How weak is the Japanese Yen?Robin J Brooks | Substack How weak is the Japanese Yen? All Asian currencies are weak, but the Yen is by far the weakest amid spiking yields A few months ago, I caused consternation by…...

3+ week, 1+ day ago   (452+ words) The Debasement Trade and Breakeven Inflation'Robin J Brooks | Substack The Debasement Trade and Breakeven Inflation Somnolent breakeven inflation rates across the G10 don't invalidate the debasement trade Earlier this week, I went for lunch with my friend Joe Gagnon, who's one…...

3+ week, 5+ day ago   (400+ words) The US Retail Apocalypse'Robin J Brooks | Substack The US Retail Apocalypse COVID was a massively negative shock to brick and mortar retail in the US Before the pandemic, there was a time when there was intense interest in the "retail…...

4+ week, 1+ day ago   (518+ words) Drifting towards deflation in the Euro zone'Robin J Brooks | Substack Drifting towards deflation in the Euro zone Germany's GDP is now further below its pre-COVID trend than after the 2008 crisis In yesterday's preview of 2026, one of my four predictions was…...

1+ mon, 2+ hour ago   (781+ words) The Dollar is not looking good'Robin J Brooks | Substack The Dollar is not looking good I've been way more positive on the Dollar than most, but now I'm starting to worry My very first Substack post was on May 10, when…...

1+ mon, 2+ day ago   (506+ words) Mexico's Growth Stagnation'Robin J Brooks | Substack Mexico has fallen back into the growth stagnation that defined the years before COVID Mexico is a puzzle. In the five years before the pandemic, growth ground to a halt. At the time, this…...