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The Monthly Barometer

Thierry Malleret

A succinct predictive newsletter that connects the dots between macro issues

Platform
Substack
PricingFreemiumPublishesWeekly
Issues93Founded2 years agoLast Issue2 days ago
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Latest Issues

The MB’s Weekly Selection

(1) THE COST-OF-LIVING CRISIS: HOW DOES IT SHOW? (2) LIBERALISM: IS IT RESUSCITABLE? (3) EUROPE: COULD IT WIN THE AI RACE? (4) CHINA: HOW SOON IS SOON FOR ITS AUTONOMOUS HUMANOID ROBOTS? (5) TRUMP: WHY IS HE SIDING WITH PUTIN?

THE COST-OF-...

2 days ago
2

The Monthly Barometer (15th October 2026)

(1) A DETERIORATING MACROECONOMIC OUTLOOK. (2) AI GOING UP AND UP - ‘TIL IT ISN’T. (3) THE USD: AN UPWARD TURN. (4) TRUMP SIDING WITH PUTIN. (5) THE US MIDTERMS. (6) THE EUROPEAN ELECTORAL SUPER-CYCLE - WHAT TO WATCH FOR. (7) AI TURBO-CHARG...

10 days ago
2

The MB’s Weekly Selection

In the Valais - Switzerland

(1) DEBT UNSUSTAINABILITY: WILL FOREIGNERS INVESTORS TIP IT? (2) CHINA: WHICH WAY FORWARD? (3) AI: SHOULD WE WORRY? (4) GAMBLING: IS IT EVERYWHERE? (5) CANCER REMISSION: MORE EXERCISE?

DEBT UNSUSTAINABILITY: WI...

16 days ago
2

The MB’s Weekly Selection

Mount Olympus - Greece (with Blaise Agresti)

(1) PHILOSOPHY: DOES IT MATTER IN THE AGE OF AI? (2) GLOBAL DEBT: HOW SERIOUS IS IT? (3) RUSSIA’S WAR AGAINST EUROPE: HYBRID OR SHADOW? (4) EUROPE: HOW TO FACTOR IN US POLITICAL RISK? (5) OIL PR...

23 days ago
1

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...

a month ago

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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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