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Monthly Archives: July 2025
The Big Mac Index: My Global Currency Reality Check
As an international economist earlier in my career, I long appreciated The Economist‘s Big Mac Index, a deceptively simple yet revealing tool for assessing purchasing power parity (PPP) and currency under or overvaluation. In the Economist’s latest iteration, the Index … Continue reading
Scopes, Faith, Science, & Stone Age: A Cautionary Tale of American Regression
One hundred years ago, on July 21, 1925, John T. Scopes was found guilty in a Tennessee courtroom for teaching evolution in violation of the state’s Butler Act. Known as the Scopes Monkey Trial, this legal spectacle pitted science, religion, … Continue reading
Tariffs and Toothpaste: The Inflation You Didn’t Expect
“This is a highly fluid situation and we’ll need to manage quantity decisions as we measure the price elasticity of impacted items,” underscoring how Walmart adjusts its inventory and pricing strategy based on customers’ sensitivity to price changes.” – John … Continue reading
Global Risk Monitor: Week in Review – July 11
Markets wrapped up the week with a paradoxical sense of calm, even as trade tensions re-escalated on multiple fronts. At the center of the uncertainty is President Donald Trump’s hardline tariff rhetoric, including threats of sweeping new levies on the … Continue reading
Gagging Dr. Copper and Distorting the Economy
…AI data centers are likely to require enormous amounts of copper to meet their capacity needs… – Barron’s, July 9, 2022 Back in September 2022, Global Macro Monitor made the call: “If you are not buying copper hand-over-fist here, at … Continue reading
Nonlinear Thinking: AI Just Made My Latte
Since Global Macro Monitor launched, we’ve tracked the technologies we believed would reshape the world. Now that the future is no longer theoretical. We’re at the elbow of the exponential curve, where change accelerates beyond prediction—and it’s hitting the real … Continue reading
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Short the Long Bond on the Shortest Day Ever
Today will be the shortest day in history as Earth’s rotation unexpectedly speeds up – Daily Mail A Celestial Signal from the Macro Gods? Today, we’re taking a position against the long end of the Treasury curve—not just for fundamentals … Continue reading
Global Macro Monitor 