Fulcrum Macro Advisors
@fulcrummacro.bsky.social
Fulcrum Macro Advisors, a Washington, D.C. firm, offers unique analysis, actionable advice, and clear solutions to those navigating political risk & financial markets.
Pinned
was honored to have the opportunity to speak at The @_FLAR Conference in Cartagena, Colombia last week. My deepest thanks to the FLAR team and DWS Group which arranged for me to be a part of this fantastic event. #FLAR #Colombia #geopolitics #geoeconomics
Fulcrum Macro's Founder and Managing Partner Frank Kelly recently wrote an essay on the EU's growing use of EU-Bonds in a Symposium in International Economy Magazine. You can access the essay and a number of other excellent essays on the topic. www.international-economy.com/TIE_Su25_EUB...
December 22, 2025 at 10:02 PM
Fulcrum Macro's Founder and Managing Partner Frank Kelly recently wrote an essay on the EU's growing use of EU-Bonds in a Symposium in International Economy Magazine. You can access the essay and a number of other excellent essays on the topic. www.international-economy.com/TIE_Su25_EUB...
US – Russia Negotiations with Ukraine Continue, ASEAN Leaders to Hold Emergency Meeting on Cambodia-Thailand Border Conflict, the US Puts Further Pressure on Venezuela, and Global Markets Are Quiet This Week. All this and more in Fulcrum Macro's Global Week Ahead.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
December 22, 2025 at 8:25 PM
US – Russia Negotiations with Ukraine Continue, ASEAN Leaders to Hold Emergency Meeting on Cambodia-Thailand Border Conflict, the US Puts Further Pressure on Venezuela, and Global Markets Are Quiet This Week. All this and more in Fulcrum Macro's Global Week Ahead.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
Europe Steps Up Efforts For an Ukraine Peace Deal, Russian President Putin Holds His Annual Call-In Show, Chile Holds Its Presidential Election Runoff, and EU, and Major Central Banks Meet on Interest Rates. All this and more in Fulcrum Macro's Global Week Ahead.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
The Global Week Ahead
Europe Steps Up Efforts For Ukraine Peace, Russian President Putin Holds His Annual Call-In Show, Chile Holds Its Presidential Election Runoff, and EU, and Major Central Banks Meet on Interest Rates
open.substack.com
December 15, 2025 at 12:20 AM
Europe Steps Up Efforts For an Ukraine Peace Deal, Russian President Putin Holds His Annual Call-In Show, Chile Holds Its Presidential Election Runoff, and EU, and Major Central Banks Meet on Interest Rates. All this and more in Fulcrum Macro's Global Week Ahead.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
Trump’s New National Security Strategy Sends Shock Waves, EU European Ministers Meet in Ukraine, and the US Federal Reserve, Bank of Canada, and Other Central Banks Decide on Interest Rates this Week.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
The Global Week Ahead
Trump’s New National Security Strategy Sends Shock Waves, EU European Ministers Meet in Ukraine, and the US Federal Reserve, Bank of Canada, and Other Central Banks Decide on Interest Rates this Week
open.substack.com
December 7, 2025 at 10:47 PM
Trump’s New National Security Strategy Sends Shock Waves, EU European Ministers Meet in Ukraine, and the US Federal Reserve, Bank of Canada, and Other Central Banks Decide on Interest Rates this Week.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
The National Security Implications of the US Industrial Base, China’s Ongoing Demographic Crisis, The US-Venezuelan Crisis and Bonds, and the Growing Global Debt Crisis. All this and more in Fulcrum Macro's Weekend Reads.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
Recommended Weekend Reads
The National Security Implications of the US Industrial Base, China’s Ongoing Demographic Crisis, The US-Venezuelan Crisis and Bonds, and the Growing Global Debt Crisis
open.substack.com
December 5, 2025 at 9:56 PM
The National Security Implications of the US Industrial Base, China’s Ongoing Demographic Crisis, The US-Venezuelan Crisis and Bonds, and the Growing Global Debt Crisis. All this and more in Fulcrum Macro's Weekend Reads.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
EU Defense Ministers and NATO Foreign Ministers Meet on Ukraine Peace Talks, Putin Goes to India, Canadian Prime Minister Carney May Come to Washington, and Markets Brace for a Data-Heavy Week
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
The Global Week Ahead
EU Defense Ministers and NATO Foreign Ministers Meet on Ukraine Peace Talks, Putin Goes to India, Canadian Prime Minister Carney May Come to Washington, and Markets Brace for a Data-Heavy Week
open.substack.com
November 30, 2025 at 11:58 PM
EU Defense Ministers and NATO Foreign Ministers Meet on Ukraine Peace Talks, Putin Goes to India, Canadian Prime Minister Carney May Come to Washington, and Markets Brace for a Data-Heavy Week
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
The G20 Meets in South Africa, Trump Pushes Ukraine for a Decision on His Peace Deal, Washington Goes Quiet for Thanksgiving But Will Publish Delayed Economic Data as EU CPIs Come Out. All this and more in Fulcrum Macro's Global Week Ahead.
lnkd.in/eP4ij7p8
lnkd.in/eP4ij7p8
LinkedIn
This link will take you to a page that’s not on LinkedIn
lnkd.in
November 23, 2025 at 10:35 PM
The G20 Meets in South Africa, Trump Pushes Ukraine for a Decision on His Peace Deal, Washington Goes Quiet for Thanksgiving But Will Publish Delayed Economic Data as EU CPIs Come Out. All this and more in Fulcrum Macro's Global Week Ahead.
lnkd.in/eP4ij7p8
lnkd.in/eP4ij7p8
Washington is Back to Work, Lots of Federal Reserve Speeches This Week – and Several on Financial Regulation, and OCC Director Gould Talks the Future of Banking. All this in Fulcrum Macro's US Financial Regulatory Week Ahead.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
U.S. Financial Regulatory Week Ahead
Washington is Back to Work, Lots of Federal Reserve Speeches This Week – and Several on Financial Regulation, and OCC Director Gould Talks the Future of Banking
open.substack.com
November 16, 2025 at 9:41 PM
Washington is Back to Work, Lots of Federal Reserve Speeches This Week – and Several on Financial Regulation, and OCC Director Gould Talks the Future of Banking. All this in Fulcrum Macro's US Financial Regulatory Week Ahead.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
Trump Hosts Saudi Deputy Crown Prince, Chile Holds Presidential Elections, US Tension with Venezuela Grows, BLS Jobs Reports Return, and Markets Await Inflation Reports. All this and more in Fulcrum Macro's Global Week Ahead.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
The Global Week Ahead
Trump Hosts Saudi Deputy Crown Prince, Chile Holds Presidential Elections, US Tension with Venezuela Grows, BLS Jobs Reports Return, and Markets Await Inflation Reports
open.substack.com
November 16, 2025 at 8:35 PM
Trump Hosts Saudi Deputy Crown Prince, Chile Holds Presidential Elections, US Tension with Venezuela Grows, BLS Jobs Reports Return, and Markets Await Inflation Reports. All this and more in Fulcrum Macro's Global Week Ahead.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
Trump Hosts First-Ever Visit of a Syrian President, COP30 Begins in Brazil, Iraq Holds High-Stakes Elections, and the US Government Shutdown May End Soon. All this and more in Fulcrum Macro's Global Week Ahead.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
The Global Week Ahead
Trump Hosts First-Ever Visit of a Syrian President, COP30 Begins in Brazil, Iraq Holds High-Stakes Elections, and the US Government Shutdown May End Soon
open.substack.com
November 10, 2025 at 12:35 AM
Trump Hosts First-Ever Visit of a Syrian President, COP30 Begins in Brazil, Iraq Holds High-Stakes Elections, and the US Government Shutdown May End Soon. All this and more in Fulcrum Macro's Global Week Ahead.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
Is a Deal to Reopen the Federal Government At Hand? The New York and Phillie Fed Hold Conferences, the Fed Board Finalizes Bank Supervisory Rules, and It is Veterans’ Day on Tuesday. All this and more in Fulcrum Macro's U.S. Financial Regulatory Week Ahead.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
U.S. Financial Regulatory Week Ahead
Is a Deal to Reopen the Federal Government At Hand? The New York and Phillie Fed Hold Conferences, the Fed Board Finalizes Bank Supervisory Rules, and It is Veterans’ Day on Tuesday
open.substack.com
November 9, 2025 at 9:36 PM
Is a Deal to Reopen the Federal Government At Hand? The New York and Phillie Fed Hold Conferences, the Fed Board Finalizes Bank Supervisory Rules, and It is Veterans’ Day on Tuesday. All this and more in Fulcrum Macro's U.S. Financial Regulatory Week Ahead.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
We’re Into Week Six of the Government Shutdown, OCC Comptroller Gould is Giving Two Interesting Speeches, and, Beyond That, Nothing Really is Going on in Washington… All this in Fulcrum Macro Advisors U.S. Financial Regulatory Week Ahead.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
U.S. Financial Regulatory Week Ahead
We’re Into Week Six of the Government Shutdown, OCC Comptroller Gould is Giving Two Interesting Speeches, and, Beyond That, Nothing Really is Going on in Washington…
open.substack.com
November 4, 2025 at 3:55 PM
We’re Into Week Six of the Government Shutdown, OCC Comptroller Gould is Giving Two Interesting Speeches, and, Beyond That, Nothing Really is Going on in Washington… All this in Fulcrum Macro Advisors U.S. Financial Regulatory Week Ahead.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
The U.S. Supreme Court Reviews IEEPA, Trump Hosts the C5+1, The Coalition of the Willing Meet in Spain, and Markets Look for Data as the US Government Goes into Week 6 Being Shutdown. All this and more in Fulcrum Macro Advisors Global Week Ahead.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
The Global Week Ahead
The U.S. Supreme Court Reviews IEEPA, Trump Hosts the C5+1, The Coalition of the Willing Meet in Spain, and Markets Look for Data as the US Government Goes into Week 6 Being Shutdown
open.substack.com
November 2, 2025 at 11:08 PM
The U.S. Supreme Court Reviews IEEPA, Trump Hosts the C5+1, The Coalition of the Willing Meet in Spain, and Markets Look for Data as the US Government Goes into Week 6 Being Shutdown. All this and more in Fulcrum Macro Advisors Global Week Ahead.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
Understanding Trump’s Latin American Military Buildup, The Secret and Massive Drug Smuggling Routes into the US, Young Adults Are Spending Less Time Together, and The Desperate Search for Safe Havens. All this and more in Fulcrum Macro Advisors Weekend Reads.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
Recommended Weekend Reads
Understanding Trump’s Latin American Military Buildup, The Secret and Massive Drug Smuggling Routes into the US, Young Adults Are Spending Less Time Together, and The Desperate Search for Safe Havens
open.substack.com
October 31, 2025 at 9:41 PM
Understanding Trump’s Latin American Military Buildup, The Secret and Massive Drug Smuggling Routes into the US, Young Adults Are Spending Less Time Together, and The Desperate Search for Safe Havens. All this and more in Fulcrum Macro Advisors Weekend Reads.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
The Start of Week 5 of the Government Shutdown, President Trump has a New CFTC Chair Nominee, and, Aside From That, It’s Going to Be a Pretty Quiet Week. All this and more in Fulcrum Macro Advisors US Regulatory Week Ahead.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
U.S. Financial Regulatory Week Ahead
The Start of Week 5 of the Government Shutdown, President Trump has a New CFTC Chair Nominee, and, Aside From That, It’s Going to Be a Pretty Quiet Week
open.substack.com
October 27, 2025 at 5:50 PM
The Start of Week 5 of the Government Shutdown, President Trump has a New CFTC Chair Nominee, and, Aside From That, It’s Going to Be a Pretty Quiet Week. All this and more in Fulcrum Macro Advisors US Regulatory Week Ahead.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
Trump Travels to Asia for APEC Leaders Meeting and the ASEAN Summit, Trump Will Meet with Japan’s PM Takaichi & China’s Xi Seeking Trade Deals, and a Big Week for US, EU, Japan, and Canada Central Banks. All this and more in Fulcrum Macro Advisors Global Week Ahead
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
The Global Week Ahead
Trump Travels to Asia for the APEC Leaders Meeting and the ASEAN Summit, Trump Will Meet with Japan’s PM Takaichi and China’s Xi Seeking Trade Deals, and it is a Big Week for US, EU, Japan, and Canada
open.substack.com
October 27, 2025 at 12:25 AM
Trump Travels to Asia for APEC Leaders Meeting and the ASEAN Summit, Trump Will Meet with Japan’s PM Takaichi & China’s Xi Seeking Trade Deals, and a Big Week for US, EU, Japan, and Canada Central Banks. All this and more in Fulcrum Macro Advisors Global Week Ahead
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
Looking at U.S. – China Policy Challenges in Advance of the Xi-Trump Meeting,Will the AI Data Center Boom Threaten Trump's Manufacturing Revival?, and Looking at the Supply Chain Chokepoints in Quantum. All this and more in Fulcrum Macro's Recommended Weekend Reads.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
Recommended Weekend Reads
U.S. – China Policy Challenges in Advance of the Xi-Trump Meeting, Will the AI Data Center Boom Threaten the Trump Manufacturing Revival?, and Looking at the Supply Chain Chokepoints in Quantum
open.substack.com
October 25, 2025 at 10:11 PM
Looking at U.S. – China Policy Challenges in Advance of the Xi-Trump Meeting,Will the AI Data Center Boom Threaten Trump's Manufacturing Revival?, and Looking at the Supply Chain Chokepoints in Quantum. All this and more in Fulcrum Macro's Recommended Weekend Reads.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
China Holds the 4th Party Plenum, Japan Elects a New Prime Minister, Rubio to Meet with Russian Foreign Minister Lavrov, the ASEAN Summit Begins, and It’s a Big Earnings Week. All this and much more in Fulcrum Macro's Global Week Ahead.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
The Global Week Ahead
China Holds the 4th Party Plenum, Japan Elects a New Prime Minister, Rubio to Meet with Russian Foreign Minister Lavrov, the ASEAN Summit Begins, and It’s a Big Earnings Week
open.substack.com
October 19, 2025 at 9:21 PM
China Holds the 4th Party Plenum, Japan Elects a New Prime Minister, Rubio to Meet with Russian Foreign Minister Lavrov, the ASEAN Summit Begins, and It’s a Big Earnings Week. All this and much more in Fulcrum Macro's Global Week Ahead.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
No End to the Government Shutdown In Sight,The Senate Banking Committee Holds a Prudential Regulator Hearing, The Fed Holds Its Payments Conference, and SIFMA and ABA hold their Annual Meetings. All this and more in Fulcrum Macro's US Financial Regulatory Week Ahead
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
U.S. Financial Regulatory Week Ahead
No End to the Government Shutdown In Sight, The Senate Banking Committee Holds a Prudential Regulator Hearing, The Fed Holds Its Payments Conference, and SIFMA and ABA hold their Annual Meetings
open.substack.com
October 18, 2025 at 3:02 PM
No End to the Government Shutdown In Sight,The Senate Banking Committee Holds a Prudential Regulator Hearing, The Fed Holds Its Payments Conference, and SIFMA and ABA hold their Annual Meetings. All this and more in Fulcrum Macro's US Financial Regulatory Week Ahead
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
China’s New Latin American Playbook, Russia’s Increasingly Desperate Search for Soldiers, Who Will Succeed Xi as China’s Next President?, and Geopolitical Implications of the Race for 6G. All this and more in Fulcrum Macro's Recommended Weekend Reads.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
Recommended Weekend Reading
China’s New Latin American Playbook, Russia’s Increasingly Desperate Search for Soldiers, Who Will Succeed Xi as China’s Next President?, and Geopolitical Implications of the Race for 6G
open.substack.com
October 17, 2025 at 11:17 PM
China’s New Latin American Playbook, Russia’s Increasingly Desperate Search for Soldiers, Who Will Succeed Xi as China’s Next President?, and Geopolitical Implications of the Race for 6G. All this and more in Fulcrum Macro's Recommended Weekend Reads.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
The Federal Government Remains Shut, and the House is Out of Session. But it is IMF/World Bank Week, and the IIF, STA, and Fintech Foundation Host Big Conferences. All this and more in Fulcrum Macro's US Financial Regulatory Week Ahead.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
U.S. Financial Regulatory Week Ahead
The Federal Government Remains Shut, and the House is Out of Session. But it is IMF/World Bank Week, and the IIF, STA, and Fintech Foundation Host Big Conferences
open.substack.com
October 13, 2025 at 4:01 PM
The Federal Government Remains Shut, and the House is Out of Session. But it is IMF/World Bank Week, and the IIF, STA, and Fintech Foundation Host Big Conferences. All this and more in Fulcrum Macro's US Financial Regulatory Week Ahead.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
Peace Comes to Gaza and Hostages Are To Be Released, The US Government Remains Shutdown, China Cuts off Rare Earth Exports, Argentina’s Milei Meets with Trump Again, and The Annual World Bank/IMF Take Place. All in Fulcrum Macro Advisors Global Week Ahead.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
The Global Week Ahead
Peace Comes to Gaza and Hostages Are To Be Released, The US Government Remains Shutdown, China Cuts off Rare Earth Exports, Argentina’s Milei Meets with Trump Again, and the World Bank/IMF Meets
open.substack.com
October 12, 2025 at 9:01 PM
Peace Comes to Gaza and Hostages Are To Be Released, The US Government Remains Shutdown, China Cuts off Rare Earth Exports, Argentina’s Milei Meets with Trump Again, and The Annual World Bank/IMF Take Place. All in Fulcrum Macro Advisors Global Week Ahead.
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
Listen to Venezuelan Opposition Leader Machado Learn She's Won the Nobel Peace Prize, Preparing for Putin’s Death, How Ukraine has Crippled Russia’s Oil Lifeline, Where Could Reshoring Manufacturers Find Workers? All this in Fulcrum Macro's Recommended Weekend Reads
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
Recommended Weekend Reads
Listen to Venezuelan Opposition Leader Machado Learn She's Won the Nobel Peace Prize, Preparing for Putin’s Death, How Ukraine has Crippled Russia’s Oil Lifeline, Where Could Reshoring Manufacturers?
open.substack.com
October 10, 2025 at 8:50 PM
Listen to Venezuelan Opposition Leader Machado Learn She's Won the Nobel Peace Prize, Preparing for Putin’s Death, How Ukraine has Crippled Russia’s Oil Lifeline, Where Could Reshoring Manufacturers Find Workers? All this in Fulcrum Macro's Recommended Weekend Reads
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
Israeli-Hamas Peace Talks, Trump Meets Canada’s Carney, the EU Parliament Holds No-Confidence Votes, the US Government Looks to Be Shut Another Week, and Markets Await a Flood of Central Bank Speeches. All this and more in Fulcrum Macro Advisors Global Week Ahead
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...
The Global Week Ahead
A Israeli-Hamas Peace Deal at Hand?, Trump and Canada’s Carney to Meet, the EU Parliament Holds No-Confidence Votes, the US Government Looks to Be Shut Another Week, and a Flood Central Bank Speeches
open.substack.com
October 5, 2025 at 9:51 PM
Israeli-Hamas Peace Talks, Trump Meets Canada’s Carney, the EU Parliament Holds No-Confidence Votes, the US Government Looks to Be Shut Another Week, and Markets Await a Flood of Central Bank Speeches. All this and more in Fulcrum Macro Advisors Global Week Ahead
open.substack.com/pub/francisk...
open.substack.com/pub/francisk...