
Monthly intelligence on global macro regimes, policy cycles, and asset asymmetries — distilled through Avalon’s Macro Trading Framework. Focused, data-driven, and written for investors who think in probabilities, not headlines.
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 18 | Subscribers | Read | avaloncapital.substack.com |
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A recente intervenção dos Estados Unidos na Venezuela tende a ter impacto limitado sobre o Brasil no curto prazo. Os principais canais de contágio são marginais e não alteram, por ora, o cenário macroeconômico ou político doméstico. Do pont...
O Chile chega a 2026 em um ponto distinto daquele que marcou os anos recentes. O ciclo político mais recente reduziu de forma relevante o risco de rupturas institucionais e afastou cenários extremos que chegaram a dominar o debate econômico...
O Japão entrou em 2025 vivendo algo que, para a maior parte do mundo, pareceria trivial, mas que para ele era quase revolucionário. Depois de décadas convivendo com juros zerados, inflação inexistente e uma política monetária permanentement...
Os Estados Unidos chegam ao fim de 2025 com uma sensação curiosa para quem acompanha de perto ciclos econômicos. A economia não está forte o suficiente para chamarmos de expansão vibrante, mas também está longe de qualquer sinal clássico de...
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