The Monthly Barometer is an analytical and predictive monthly newsletter that distills into one page those macro issues relevant to time-starved decision-makers.
It has been in existence since 2007 and, to date, its track-record is impressive. It is written by a small research team and benefits from the regular input of several hundred key opinion-leaders. A great deal of intellectual and methodological rigour lies behind its compilation. However, its style remains straightforward to read and easy to digest.
Message from the co-founders
We live in an era of mounting complexity and information overload, in which it is increasingly difficult to distinguish the signals from the noise. In such a context, trying to identify the most relevant analysis tends to resemble “drinking water from a fire hydrant”.
Our strength is to focus on reducing complexity by conveying a simple (but not simplistic) and succinct message.
In less than two minutes each month, readers are able to:
- grasp the complexity of the world;
- better connect the dots; and
- get a sense of where the world is heading.
Our subscribers include private investors, business executives, and leading opinion-makers, all of whose time is severely constrained.
Extract from the last barometer
In the coming weeks, “must-watch” issues include: (1) revelatory signs as to whether the recent market shock was a blip or not; (2) indications that China will implement large-scale fiscal policies to stimulate consumption – or not; (3) signs that deflationary trends are not transient (with a focus on PPI and inflation expectations); (4) the impact of the sharp fall of EM currencies against the $ - almost 20 countries have had a currency depreciation of more than 3%; (5) the impact that the fall in oil prices will have on commodity exporters (from those who may collapse imminently, like Venezuela, to those who face decades of decline and instability, like in the Gulf); (6) global geo-political turmoil, with a focus on the refugee crisis in Europe For real-time or in-depth analysis on any of these, and if you are interested in prediction markets to better forecast some of the risks, please contact us.