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The Monthly Barometer

Thierry Malleret

A succinct predictive newsletter that connects the dots between macro issues

Platform
Substack
PricingFreemiumPublishesWeekly
Issues80Foundeda year agoLast Issue4 days ago
Active

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Latest Issues

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...

4 days ago
2

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...

11 days 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...

20 days ago
4

The MB's Weekly Selection

Above Llangollen (Wales) - in the scorching sun

(1) ECONOMIC FRAGMENTATION; (2) EUROPEAN DE-AMERICANISATION; (3) A PRIMER ABOUT AI; (4) AMERICAN DEMOCRACY; (5) THE NECESSITY OF READING

ECONOMIC FRAGMENTATION. Over the past few years, the...

22 days ago
6

The MB Weekly Selection

The Mont-Blanc framed by the trees

(1) THE ALMIGHTY USD – BUT FOR HOW MUCH LONGER? (2) CLIMATE ADAPTATION: WHAT IS AT STAKE GEOPOLITICALLY? (3) AI STEALING OUR JOBS - REALLY? (4) HOW TO BETTER UNDERSTAND RUSSIA’S COGNITIVE WARFARE? (5) REG...

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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