Emerging Insight
Cameron Puckey-KirbyEmerging Insight delivers sharp, forward-looking analysis on global macroeconomic trends and economic development, providing essential perspectives for navigating an evolving world
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 3 | Subscribers | Read | emerginginsight.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Commodity Supercycle and Risks to Energy
Commodities have some huge upside since 2021. As a basket of goods, using the S&P GSCI Index, commodities are up 26.4% as of writing. Precious metals making the biggest gains: gold is up (47%) and silver is up (34%). Brent Crude is up 45% a...
Accepting Higher Structural Inflation: The Fed Will Cut!
The Federal Reserve stands at a critical juncture. After an aggressive campaign of interest rate hikes to combat soaring inflation, the U.S. central bank is now facing a more complex economic climate. Most advisors and fund managers have ac...
Gold Disconnect and the Coming Cutting Cycle
The Federal Reserve will be looking to cut interest rates soon, on the back of higher-than-expected unemployment data and their preferred inflation measure being 50 basis off their stated 2% target. Should rates be cut in September, it is e...
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