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.
NEXT MONTH'S "MUST-WATCH" ISSUES (FROM THE LAST MONTHLY BAROMETER)
In the coming weeks, “must-watch” issues include: (1) China, that remains at the epicentre of global economic and financial stress; (2) continued pressure on EM economies, and particularly their hard currency debt; (3) the impact of lower commodity prices on commodity exporters, with possible black-swan effects in Algeria, Nigeria and Central Asia; (4) whether US real wages will increase and US core CPI will continue to surprise on the upside, (5) the extent to which the commodity price shock will affect banks (with a commodity-driven financial crisis all too possible in EM), (6) the vast array of global geopolitical and societal risks. 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.