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Monthly Macro Review - August 2025
Macro at a glance Donald Trump’s meeting with Vladimir Putin in Alaska on 15 August ended without a ceasefire, despite Trump’s early...
IS Team
Sep 1, 20255 min read


Beyond Debt - to - GDP: A French Perspective on National Debt and the Bigger Picture
Introduction These days, it feels like we are talking about just one number when it comes to public finances: the debt-to-GDP ratio....
Hippolyte Metzger-Otthoffer
Aug 7, 202512 min read


Monthly Macro Review - July 2025
Macro at a glance A whirlwind of recent diplomatic activity has reshaped key global trade relationships, with the United States forging...
IS Team
Aug 1, 20254 min read


Monthly Macro Review - June 2025
Macro at a glance The mid-June escalation between Iran and Israel, triggered by Iranian missile attacks and subsequent U.S. airstrikes on...
IS Team
Jul 1, 20255 min read


Monthly Macro Review - May 2025
Macro at a glance From 13-16 May 2025, Donald Trump visited the Middle East and signed a number of economic agreements. The result: more...
IS Team
Jun 1, 20255 min read


Daniel Křetínský: A Long-Term Contrarian Investor Across Sectors
Joël Saget/AFP Introduction Daniel Křetínský is a Czech billionaire investor renowned for his methodical, long-term approach to value...
Hippolyte Metzger-Otthoffer
May 14, 202521 min read


Monthly Macro Review - April 2025
Macro at a glance The Liberal Party, led by current Canadian Prime Minister Mark Carney, has won the Canadian general election with 168...
IS Team
May 7, 20255 min read


Monthly Macro Review - March 2025
Macro at a glance On March 18, the Bundestag voted for a budget reform that put an end to Germany's strict 0.35% GDP debt policy. With...
IS Team
Apr 1, 20255 min read
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