Meridian Macro Research
Meridian MacroDeep dives on emerging markets, capital flows, and geopolitical finance. Real positions. Real returns. Analysis built on the framework that actually works: follow the flows, not the headlines.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 8 | Founded | a year ago | Last Issue | 2 months ago |
| Active | |||||
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wealthwhispersss.substack.comLatest Issues
Uranium’s Next Move Isn’t Speculative. It’s Structural
Why 2026 to 2028 Forces the Uranium Market to Reprice
Why 2026 to 2028 Forces the Uranium Market to Reprice
Itaú Unibanco | $ITUB4
Meridian Macro Research
Introduction: Brazil Rate-Cut Cycle and Earnings Re-Acceleration
Itaú Unibanco is entering a critical inflection point as Brazil transitions from a restrictive monetary policy regime into the early stage...
The Brazilian Real Boom: Why It’s Just Getting Started
The Brazilian real is outperforming every major currency in the world year-to-date.
The Brazilian real is outperforming every major currency in the world year-to-date.
It all comes down to whether inflation sticks
The Bank of England is dealing with a subtle but important tension right now. Andrew Bailey is leaning toward patience on rates, effectively betting that weak economic conditions will contain inflation even after the recent energy shock. On...
The Real Story Behind PIF: How One Prince Used a Sovereign Wealth Fund to Consolidate Power
In 2015, a 30 year old prince inherited control of a $150 billion fund and by 2024 he had spent $763 billion reshaping global capital markets. Lets list a few recognisable names: Newcastle United, PIF owned. LIV golf? PIF owned. Lucid Motor...
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| Subscribers | Engagement | 74 | Monthly Web Visits | ||
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Investing in macro turning points where first-order thinking is wrong. 2026 returns: +29%
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