ARE YOU FEELING OVERWHELMED BY INFORMATION
& afraid of not distinguishing vital signals from all the noise?

We live and work in an environment of mounting complexity and a glut of information - both can lead to a sense of confusion.
Yet when it comes to making investment and business decisions confusion can be costly.
The Monthly Barometer provides you with prescient and succinct analysis of what’s out there.

It scans the horizon for you.

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The Monthly Barometer is written and edited by Thierry Malleret. Thierry has a decades-long professional experience in investment banking - as a Chief Economist and Strategist of a major Russian investment bank and as an Economist at the EBRD in London, think tanks and academia - both in New York and Oxford and government - with a three-year spell in the Prime Minister’s office in Paris. He also founded and headed the Global Risk Network at the World Economic Forum in Switzerland.

To learn more about Thierry’s other roles, his writings and his Monthly Barometer partners, click HERE.

 

OUR 3 STEPS

Since 2007 for many time-starved key decision-makers the Monthly Barometer has been their go-to analytical and predictive monthly newsletter that distills into one page the macro issues that matter most for them. We reduce complexity by conveying a simple (but not simplistic) message. To paraphrase John Maeda, we take away the obvious and add the meaningful. READ MORE about how we source our insights.

WE CURATE DOZENS
OF SOURCES MONTHLY

To connect the dots between
macro-economics, geopolitics,
sustainability and other issues

WE SPEAK TO HIGH-LEVEL
EXPERTS IN THE NETWORK

To discuss and validate
information directly from
the source

WE SYNTHESISE A ONE-PAGE
ANALYSIS

To help you separate the
signals from the noise in less
than 4 minutes every month

ENDORSEMENTS

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“Even for a decision-maker who has wide access to information, the Monthly Barometer provides an essential tool for understanding the fundamental political, economic and social forces at work.”

KLAUS SCHWAB Founder and Executive Chairman, World Economic Forum, Switzerland

“With no complex products to sell and no ideological axe to grind, the Barometer is that rare independent insight into global financial and economic trends. More importantly it is written by people who have wider perspectives and care about the real challenges of our times which extend beyond the role of finance.”

CHANDRAN NAIR CEO and Founder, Global Institute for Tomorrow, Hong Kong

“We are overloaded with information and opinion: the question is where to find succinct insight. One of the best answers is the Monthly Barometer. It spots the links between the world’s disparate trends: it makes me think. Five minutes a month could not be better spent.”

ADAIR TURNER Chairman, Institute for New Economic Thinking, UK

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Our Weekly Selections

Weekly Selection
18 October 2019

Read Full Selection Here

Weekly Selection
11 October 2019

Lucrezia Reichlin, Adair Turner, Michael Woodford, Helicopter money as a policy option This article sums up a policy debate on helicopter money that took place six years ago among three of the world’s leading monetary economists. It is a bit technical but a must-read as central banks will soon run out of conventional policy options. It elaborates on one tool that has yet to be taken out of storage: ‘helicopter money’, i.e. the overt monetary financing of government deficits (reads in about 8-10 min).
Read Full Selection Here

Weekly Selection
04 October 2019

Lucrezia Reichlin, Adair Turner, Michael Woodford, Helicopter money as a policy option This article sums up a policy debate on helicopter money that took place six years ago among three of the world’s leading monetary economists. It is a bit technical but a must-read as central banks will soon run out of conventional policy options. It elaborates on one tool that has yet to be taken out of storage: ‘helicopter money’, i.e. the overt monetary financing of government deficits (reads in about 8-10 min).
Read Full Selection Here

Weekly Selection
27 September 2019

Arvind Subramanian and Dani Rodrik, The Puzzling Lure of Financial Globalization The two renowned economists observe that, although most of the intellectual consensus behind neoliberalism has collapsed, the idea that emerging markets should throw their borders open to foreign financial flows is still taken for granted in policymaking circles. They argue that until that changes, the developing world will suffer from unnecessary volatility, periodic crises, and lost dynamism (reads in 5-6 min).
Read Full Selection Here

Weekly Selection
20 September 2019

Satyajit Das, Can Banks Survive Negative Rates? The former banker turned author explains why the spread of unconventional monetary policies threatens to set off dangerous and unpredictable feedback loops in credit markets and the real economy, where the second and third-order effects are difficult to anticipate or control. The argument is a bit technical, but offered in palatable terms. In short: Instead of stimulating the economy, negative rates increase uncertainty about the future; therefore households, worried about saving for retirement and other goals, spend less (reads in about 5 min).
Read Full Selection Here

Weekly Selection
13 September 2019

Ann Saphir, Trade uncertainty to trim $850 billion global output: Fed paper Some robust academic research (it comes from the Fed) has attempted for the first time to quantify the economic impact of the uncertainty generated by the trade war. The result: USD850 billion in lost global output through early next year – roughly 1% of global GDP (reads in 3-4 min).
Read Full Selection Here