HeyJaredNormandie Research
A prospective intelligence on the tectonic shifts reshaping capital flows, geopolitical power, and the global order. Written for those who need to understand what's moving before it moves.
- Indexed issues, last 90 days
- 13
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 8, 2026
Latest issues
The Bid Is Going Home (opens the original)
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On 18 September the Bank of Japan raised its policy rate by a quarter point to 1.25%, the highest since April 1995, on a split seven-to-two vote. The interval since the previous hike was three months rather than six, which is the part professionals noticed. A central bank that spent a decade being accused of never doing anything has quietly moved to a quarterly cadence, and the board is no longer unanimous about it.Welcome to Normandie Research. Subscribe now<
MACRO REPORT #2 (opens the original)
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In case you missed it, Normandie Research is adding a second weekly drop. Wednesday stays our home for the long-form thesis pieces. Friday is now Macro Report, a short weekly read on energy, rates and the geopolitics behind them, filtered through the same framework built for Econ 101. What happened, what could happen next, and what actually matters, in the time it takes to finish a coffee.First edition, free for all, here if you want to have a look: Why we try this new format.A re
Europe Starts Pricing Kaliningrad Into Its Electricity Bill (opens the original)
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There is a field near the village of Rūda, in the Vilkaviškis district of Lithuania, flat farmland of the kind that produces nothing more dramatic than winter wheat and a persistent wind. <img alt="" class="sizing-normal" height=
MACRO REPORT #1 (opens the original)
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Normandie Research is adding a second weekly drop. Wednesday stays our home for the long-form thesis pieces. Friday is now Macro Report, a short weekly read on energy, rates and the geopolitics behind them, filtered through the same framework built for Econ 101. What happened, what could happen next, and what actually matters, in the time it takes to finish a coffee.Why we try this new format.A reader tracking twenty different sources all week ends up with twenty fragments and no real picture, a
‘Robot Trade’ Is the New ‘AI Trade’ (opens the original)
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There is a line in the hyperscaler cash flow statements that nobody defends out loud any more.It is the famous depreciation line. Not because the number is large, though it is, and not because it is wrong, because under the accounting rules it is not wrong. It is because two companies buying the same chips from the same vendor in the same quarter reached opposite conclusions about how long those chips would last, and both conclusions were signed off. <span style="color: rgb(1
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