Normandie Research
A prospective intelligence on the tectonic shifts reshaping capital flows, geopolitical power, and the global order. Written for those who need to understand what's moving before it moves.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 26 | Founded | 5 months ago | Last Issue | 7 days ago |
| Active | |||||
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Washington Bought The Yen With Euros
Three Days, Three Different Operations
The yen touched 163.99 to the dollar in late July, its weakest level in nearly four decades and the softest the currency has been against the dollar since 1986. It was still trading as low as 163.6...
The Hand On The Wheel
Over eight days in July, four Japanese officials said four things about the world’s largest pension fund. None of the four statements changed a rule. Taken individually, each was deniable. Taken in sequence, they describe a decision that ha...
The Spread That Doesn't Lie
The high yield index is telling you nothing is wrong. As of mid July, the ICE BofA US High Yield option-adjusted spread sits at approximately 267 basis points, inside the tightest 5% of readings over the past twenty-five years. Investment g...
Japan Has Already Pulled the Trigger
Everyone is waiting for the Japan moment, the one we described many times. The moment when Japanese investors finally sell their Treasuries, repatriate their capital, and send global yields into a spiral the market isn’t equipped to absorb....
The Fed Is Not Coming Back
The market has built a position around a single thesis: the Iran war is ending, oil is coming down, and the Fed will eventually cut. The logic is clean. Energy-driven inflation clears, the spike was transitory after all, Warsh pivots, the o...
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The writers behind this newsletter.
Normandie Research is an independent macro intelligence publication covering geopolitics, capital flows, commodities, and civilizational shifts. Written for long-horizon thinkers who read structure before sentiment.
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