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The Monthly Barometer

Thierry Malleret

A succinct predictive newsletter that connects the dots between macro issues

Platform
Substack
PricingFreemiumPublishesWeekly
Issues89Founded2 years agoLast Issue9 days ago
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Latest Issues

The MB’s Weekly Selection

The Matterhorn seen from Val D’Aosta

(1) ECONOMY: THE WEAKEST LINK MAKES THE DIFFERENCE; (2) POST-TRUMP AMERICA FOR AMERICA’S ALLIES; (3) EUROPE AS A BYSTANDER; (4) FORGING AN OPINION ABOUT AI; (5) AI EFFECTIVE MANIPULATION

ECONOMY: THE W...

9 days ago

The MB’s Weekly Selection

On Mount Olympus, Greece

(1) FOREIGN CONCERNS ABOUT US ASSETS; (2) DIGITAL CHOKEPOINTS; (3) CAN THE AI GENIE BE PUT BACK INTO THE REGULATORY BOTTLE? (4) RUSSIAN OLIGARCHS AT ‘THE SERVICE’ OF THE TRUMP FAMILY; (5) MAKING DIFFICULT DECISIONS...

15 days ago

The Monthly Barometer (15th September 2026)

Try Mountain Path above Chamonix!

(1) A WORRYING MACRO SITUATION – WHAT AREN’T WE SEEING? (2) THE GLOBAL BOND SELL-OFF; (3) TRUMP’S STRUCTURAL ASSAULT ON THE $ DOMINANCE; (4) FINANCIAL REPRESSION INTENSIFYING; (5) THE US LOSING ITS IRAN WA...

18 days ago

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...

22 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...

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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