In today’s hyper-connected world, analysis has become a mere commodity. Retrieving it – let alone information – is like drinking from a fire hydrant. For example, Googling “global economic growth" yields 61 million results; “Eurozone deflation”, 1 million; “tensions in south-east Asia”, 2 million, and so on... It should therefore come as no surprise that we get easily lost in this myriad of information and analysis.
In the face of analysis overload, it becomes invaluable to sift, select and frame the issues and opinions that matter. This is why The Monthly Barometer came up with a Weekly Selection of op-eds and articles. Each week, we select just five of them (out of hundreds that are sent to us by our network) that we frame in two or three sentences. These five pieces convey in a succinct and accessible manner the thinking of people whose opinions matter the most in a variety of macro fields: economics, geopolitics, society, environment, technology and psychology. They constitute a “formidable” shortcut to complex analysis by offering insights and snapshots that can be read in just a few minutes and are easy to digest. For those keen to make sense of today’s world, The Weekly Selections are a must-read. They constitute the best antidote to information and analysis overload.
As a new service, The Monthly Barometer is now offering to its subscribers, and a potentially much larger group, a curation of all The Weekly Selections. On any given macro issue, it will be possible to access the best thinking at the tap of key. This service should therefore be of particular interest to researchers and students enabling them as it does to grasp with ease “who said what and when”.
Subscribers of the Monthly Barometer can access curated Weekly Selections as part of their subscription.
Researchers and students who do not wish to subscribe to The Monthly Barometer can access them on a pay-as-you-wish basis. Please pay an amount that corresponds to the value you attach to the product. If you don’t want to pay, remember the following: “If something online is free, you are not the customer – you are the product” (Jonathan Zittrain, George Bemis Professor of Law at Harvard Law School and the Harvard Kennedy School of Government).
Curation of weekly selections – A distillation of the opinions that count!
- REVIEW OF BOOKS
Mohamed El-Erian, "How to Make This Stock-Market Rally Last"
Bloomberg View - 12 Dec 2016
The columnist / economist explains that what is primarily driving stocks is a “hope trifecta” that relates to liquidity, growth and inflation. The markets’ optimism can only be sustained by the successful implementation of difficult policy measures. If not, the markets will suffer the fate of the unfortunate Black Knight in "Monty Python and the Holy Grail" (reads in 5-7 min).
Published in Weekly selection 16 December 2016
Jennifer Ablan, "Bill Gross of Janus warns financial markets have become 'a Vegas casino'"
Bloomberg - 4 Oct 2016
The famous bond investor claims that: “Financial markets have become a Vegas/Macau/Monte Carlo casino, wagering that an unlimited supply of credit generated by central banks can successfully reflate global economies” and warns that: “At some point investors – leery and indeed weary of receiving negative or near zero returns on their money, may at the margin desert the standard financial complex, for higher returning or better yet, less risky alternatives”. More and more, market participants share his view that all this won’t end well for the markets (reads in 4-6 min).
Published in Weekly selection 7 October 2016
Conor Sen, "Market signals just aren’t what they used to be"
Bloomberg View - 17 Aug 2016
The portfolio manager argues that financial markets are no longer simply a barometer, but can also be the source of the storm. He sees two reasons why this happened: (1) Active investors switched to autopilot, and (2) economic regulators became followers rather than leaders. He also sees two outcomes: (1) this perverts the function of markets and (2) it creates new uncertainties in the economy (reads in about 5-7 min).
Published in Weekly selection 19 August 2016
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