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The Blog

The Blog

Welcome to your free gateway to independent analysis on financial markets and the global economy. Dive into out-of-the-box perspectives, where traditional narratives are challenged and fresh insights are presented. Experience a unique view of the world, untethered by mainstream biases and discover the intricacies of finance like never before.

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Washington Has a War It Refuses to Name

  • J-P. Pizzini
  • September 4, 2026
  • Commodities
Washington has discovered a new category of conflict. A war that cannot be called a war. JD Vance now argues that the confrontation with Iran should not be described as such because major combat operations...
Europe’s Energy Crisis Is Becoming a Sovereign-Debt Crisis

Europe is entering winter with […]

September 3, 2026
The Yen Could Trigger the Next Dollar Sell-Off

The yen’s latest rally looks […]

September 3, 2026
Bessent’s Real Opponent Is the Global Price of Capital

Scott Bessent wanted to slow […]

September 2, 2026
The World Is Repricing the Cost of Time

Something larger than another bond […]

September 2, 2026

Washington Has a War It Refuses to Name
Europe’s Energy Crisis Is Becoming a Sovereign-Debt Crisis
The Yen Could Trigger the Next Dollar Sell-Off
Bessent’s Real Opponent Is the Global Price of Capital
The World Is Repricing the Cost of Time
The Next Food Inflation Shock Starts With Diesel
Trump Can Control the Oil. He Cannot Control the Politics
Warsh Has Put the Fed on Trial in September

Washington Has a War It Refuses to Name

  • J-P. Pizzini
  • September 4, 2026
Europe’s Energy Crisis Is Be…
September 3, 2026
The Yen Could Trigger the Next…
September 3, 2026
Bessent’s Real Opponent Is t…
September 2, 2026
The World Is Repricing the Cos…
September 2, 2026

Washington Has a War It Refuses to Name

  • J-P. Pizzini
  • September 4, 2026
Europe’s Energy Crisis Is Be…
September 3, 2026
The Yen Could Trigger the Next…
September 3, 2026
Bessent’s Real Opponent Is t…
September 2, 2026
The World Is Repricing the Cos…
September 2, 2026

Washington Has a War It Refuses to Name

  • J-P. Pizzini
  • September 4, 2026
Europe’s Energy Crisis Is Be…
September 3, 2026
The Yen Could Trigger the Next…
September 3, 2026
Bessent’s Real Opponent Is t…
September 2, 2026
The World Is Repricing the Cos…
September 2, 2026

The Blog

Welcome to your free gateway to independent analysis on financial markets and the global economy.

Dive into out-of-the-box perspectives, where traditional narratives are challenged and fresh insights are presented. Experience a unique view of the world, untethered by mainstream biases and discover the intricacies of finance like never before.

Understanding the world, Unlocking Growth, Maximizing Value.

Get in Touch

Please feel free to contact me via email with any questions you may have.

Email: contact@globalmacroinsights.com

 

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  • HOME
  • ABOUT
  • DEVELOPED WORLD
  • EMERGING MARKETS
  • COMMODITIES
  • MONETARY POLICY
  • FX
  • MARKETS
  • UKRAINE & RUSSIA