Growth Holds, Inflation Fades
Growth risk contained as inflation continues its descent
Hey everyone!
I’ve been mentioning the Market Macro Hub console that I will be giving out completely for FREE. Many of you are excited, as am I.
I have built my own personal dashbaord which is now being used by a compnay in London, which you guys will likely be able to rent out/subscribe to at a later date, but for now we have the MMH console.
The release date for this will be July 17th (14 days from today).
There are the simple steps to accessing this:
Subscribe to Market Macro Hub
Restack & like this article
Retweet this post from my X account:
Alfie Kerswell@_alfiekerswellRecent recording with steps on HOW to access the FREE console on July 17th!open.substack.comGrowth Holds, Inflation Fades1:46 PM · Jul 3, 2026 · 50 ViewsOn July 17th (not before), message me with proof of the above
I’m excited for you all to be able to use it, you will be able to add all of your own models because you will have FULL access to the file.
Now onto today’s release…
Below is a recording of exactly why I think inflation risk is greater than growth risk BUT inflation risk is also declining rapidly in my view. This is a very different setup to 2022, the comparisons don’t hold up well here.
Synthesis of the recording:
Slide deck from the recording:
Thanks
Alfie