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The Monthly Barometer

Thierry Malleret

A succinct predictive newsletter that connects the dots between macro issues

Platform
Substack
PricingFreemiumPublishesWeekly
Issues86Foundeda year agoLast Issue3 days ago
Active

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Latest Issues

The MB’s Weekly Selection

Monte Rosa from Val St. Barthelemy, Val D’Aosta

(1) THE EUROPEAN FAR-RIGHT ON THE ASCENDENCY; (2) GOLD OUTSHINING THE USD; (3) THE INSANITY OF THE US TRADE WAR WITH CANADA; (4) AI COULD GET RID OF US, BUT IN WHICH WAY? (5) RUSSIA’S WAR WIT...

3 days ago
2

The MB’s Weekly Selection

Le Miroir d’Argentine - Canton de Vaud, Switzerland

(1) PREPARING FOR WHAT’S COMING; (2) SOVEREIGN RISK’S RISK TO AI; (3) PUTIN’S FOLLY; (4) AI AND JOBS – AN UPDATE; (5) “INTRINSIC CAPACITY” FOR LONGEVITY

PREPARING FOR WHAT’S COMING. Some...

9 days ago
3

The MB’s Weekly Selection

Le Grand Combin - Valais, Switzerland

(1) POLYCRISES AND PERMACRISES; (2) TRUMP THREATENS FRIENDS: (3) US INTEREST RATES; (4) AI RISKS – AN INSIDERS’ PERSPECTIVE; (5) OUR OBSESSION WITH OPTIMISATION

POLYCRISES AND PERMACRISES. Whether it’...

17 days ago
5

The Monthly Barometer (15th August 2026)

(1) THE GLOBAL ECONOMY: OVERLY AI DEPENDENT. (2) A CHINESE AI ‘SPOUTNIK’ MOMENT? (3) THE RISING FISCAL COST OF EXTREME WEATHER EVENTS. (4) US 30-Y BOND YIELDS TRADING ABOVE 5%. (5) THE US$: NOT DECLINING BUT… (6) THE RISING ‘CHOKEPOINT ECON...

a month ago
1
1

The MB's Weekly Selection

L’Aiguille Verte et les les Drus - Chamonix Valley

(1) CHINA’S OVERCAPACITY; (2) THE US MISSILE CRUNCH; (3) HORMUZ: OPEN, CLOSED OR IN-BETWEEN? (4) AI GOING ROGUE; (5) ATTENTION RESTORATION THEORY

CHINA’S OVERCAPACITY. For more than 20 ye...

a month ago
3

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  • Thierry Malleret

    Thierry is managing partner of the Monthly Barometer. His professional experience has spanned investment banking, think tanks and academia and government. Thierry has written sixteen books, including six novels.

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