Our Macro Publications
What we publish, and who reads it
Global macro insight read by central banks and top-ranked global institutions.
A published view carries a date, so it can be judged against what happened next.
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Grand Framework Global Macro
The Era of Regime Change: why the 21st century demands new software
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Anti-involution
China's Quest for Sustainable Growth
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Commodities, or the Collateral of Power
The Strategic Repricing of the Real World
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The Three-Body Dance
Finance, Power, and Chaos in the 21st Century
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From the Treasure Fleet to the Belt and Road Initiative
History, Legacy, and Global Strategy
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Navigating our Global Macro Cycle
From Jevons' Paradox to Social Darwinism in the Age of AI
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Are we Walking Backward into Another 1929?
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