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The Monthly Barometer

Thierry Malleret

A succinct predictive newsletter that connects the dots between macro issues

Platform
Substack
PricingFreemiumPublishesWeekly
Issues82Foundeda year agoLast Issue8 days ago
Active

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Latest Issues

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...

8 days ago
3

The MB's Weekly Selection

In the Aiguilles Rouges - Chamonix Valley

(1) CHINA RACING TOWARDS THE FUTURE; (2) CLIMATE UNINSURABILITY; (3) THE WEAPONIZATION OF IMMIGRATION; (4) VIOLENCE-AS-A-SERVICE; (5) MISSING LOVE

CHINA RACING TOWARDS THE FUTURE. The analytical a...

15 days ago
3

The MB's weekly selection

Le glacier des Bossons on fire…

(1) NATURE FINANCE: A SOLUTION IN SIGHT; (2) THE ECONOMIC IMPACT OF AGEING: MUCH BETTER THAN WE THOUGHT; (3) ANOTHER CHOKEPOINT: IT HAS NOTHING TO DO WITH GEOPOLITICS; (4) TRUMP STUCK IN IRAN: FOR A LONG TIM...

22 days ago
5

The MB's Weekly Selection

L’Aiguille Verte and Les Drus in the Mont-Blanc range

(1) ONE CHOKEPOINT AND NOW TWO; (2) THE AI BUBBLE; (3) DEALING WITH GLOBAL IMBALANCES; (4) GEOECONOMICS IS EVERYWHERE, BUT…; (5) A KEY INTELLIGENCE ASSET GONE ASTRAY

ONE CHOKEPOINT AND...

a month ago
7

The Monthly Barometer (15th July 2026)

Mont-Blanc du Tacul

(1) GLOBALLY: LOWER GROWTH AND HIGHER INFLATION; (2) AI IS CROWDING OUT THE REST; (3) IRAN: BACK TO SQUARE ONE; (4) OPTIMISTIC DETERMINATION; (5) TRUMP’S POWER HAS PEAKED; (6) COST OF EXTREME HEAT; (7) RETHINKING THE IM...

a month ago
4

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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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