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Grisa s Substack

Marco

Economics, finance and geopolitical developments are all interconncted, We Will write about that plus a lot of themes from our investment ideas and what we do with our clients money

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PricingFreemiumPublishesDaily
Issues448Founded2 years agoLast Issue11 days ago
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Latest Issues

India’s 2026 Stress Test: Five Surprising Turns in the Battle for the Rupee

As the midpoint of 2026 approaches, New Delhi is staring down a perfect macro storm.

As the midpoint of 2026 approaches, New Delhi is staring down a perfect macro storm. Once heralded as the primary engine of global growth, India is now na...

11 days ago
Paid

Wafer Scales and National Paradoxes: Dissecting the 2026 Silicon Tsunami

1. Introduction: The Silicon Super-Cycle

By May 2026, the global semiconductor landscape has moved beyond the speculative fever of the early 2020s into a state of massive, structural consolidation. The atmosphere is no longer defined...

13 days ago
1

The World Stepped Back From the Brink — But Not Far Enough

Macro Grisa Global Conflict Risk Index: Day 69 Update

Published May 8, 2026 | Macro Grisa Geopolitical Intelligence


Sixty-nine days ago, the world woke up to a different reality. Operation Epic Fury — the coordinated US-Isra...

19 days ago

The Great Macro Split: Why the 2026 Economy is Defying Every Rulebook

The Great Macro Split: Why the 2026 Economy is Defying Every Rulebook

In the world of traditional macroeconomics, certain outcomes are supposed to follow specific signals. High inflation combined with slowing growth—the dreaded “Stagflat...

21 days ago

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  • Marco

    I have always been studying and improving my knowledge. My passions are History, geopolitica,economy, Financial Markets, art, rock and football....

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