Michael Every

September 2026 · 127 items

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Voice · person

September 2026 · spoke in 127 items · 8 topics

Sep 1 → Oct 1, 05:30 ET · Last update Oct 12, 05:20 ET

September 2026Live view →

Sceptical

Michael Every focused on the interaction between geopolitics, economic statecraft and financial markets, arguing that national security, supply chains, energy and technology increasingly drive market outcomes ¹⁴¹⁹³². He discussed bloc formation, the erosion of a rules-based global order and the difficulty of middle powers maintaining a neutral third way ³⁷²⁷. He also examined populism, AI as a strategic asset, and the implications for inflation, interest rates, defence spending and industrial policy ⁹³³⁴²⁴⁷.

On the record

last 30 days · 23 positions

diesel -0.3 · 3 oil +1.0 · 2 U.S. 0.0 · 2 Ukraine -1.0 · 2 AI +2.0 · 1 stablecoins +1.0 · 1 China +1.0 · 1 Iran -1.0 · 1

Latest positions

MEMichael EverySharply worsening on Canada Canada's strategy of distancing itself from the US carries staggeringly bad downside risks and little upside. “this has staggeringly bad fat tail risks on the downside. And where's the upside?” ▶ 14:30 MacroVoices #551 Michael Every: Decoding The Glo… · 25 Sept
MEMichael EveryRisk rising sharply on Taiwan Xi Jinping is deadly serious about moving on Taiwan next year, with worst-case US-China shooting war. “that xi jinping is deadly serious about past statements he's made and that he would consider moving on taiwan next year” ▶ 23:45 MacroVoices #551 Michael Every: Decoding The Glo… · 25 Sept
MEMichael EveryWorsening on Ukraine Russia is hitting Ukraine hard with improved drones and Ukraine cannot match the response. “russia is really really hitting ukraine hard and it's not seeing a response that ukraine can match at the moment” ▶ 19:39 MacroVoices #551 Michael Every: Decoding The Glo… · 25 Sept
MEMichael EveryAgainst on diesel A 90-day US diesel export ban would create chaos and blowback, and energy-sector experts should oppose it. “you would be opposed to that measure as a headline act” ▶ 8:26 MacroVoices #551 Michael Every: Decoding The Glo… · 25 Sept
MEMichael EveryWorsening on U.S. The US has far fewer resources than it thinks and has slipped badly relative to China. “the US already had far fewer resources than it liked to think it did. It didn't realize how out of shape it was” ▶ 30:16 MacroVoices #551 Michael Every: Decoding The Glo… · 25 Sept
MEMichael EveryBullish on oil Oil shipped through Hormuz is more expensive from a security-cost perspective. “which just means that oil is that much more expensive from a security perspective” ▶ 4:30 MacroVoices #551 Michael Every: Decoding The Glo… · 25 Sept
MEMichael EveryRisk rising on diesel A genuine, really serious global diesel crisis is possible if the geopolitics and policy responses go wrong. “you can make a realistic prognosis that a genuine, really serious diesel crisis is possible” ▶ 15:43 MacroVoices #551 Michael Every: Decoding The Glo… · 24 Sept
MEMichael EveryWorsening on Middle East The Middle East is far closer to another escalation than to peace, and the region is likely to stay destabilized. “We're far closer to an escalation.” ▶ 17:00 MacroVoices #551 Michael Every: Decoding The Glo… · 24 Sept
MEMichael EveryWorsening on Greenland The new US deal is a significant deterioration in Greenland's sovereignty, with the US gaining permanent military and economic veto rights. “So that's a significant deterioration in Danish and Greenland sovereignty.” ▶ 32:08 MacroVoices #551 Michael Every: Decoding The Glo… · 24 Sept
MEMichael EveryBullish on stablecoins The US will use dollar stablecoins strategically for statecraft even though the Clarity Act stalled, via the DFC's SWORD program. “The U.S. is deadly serious about this, and just because Congress doesn't approve it doesn't mean it isn't going to happen.” ▶ 41:58 MacroVoices #551 Michael Every: Decoding The Glo… · 24 Sept
MEMichael EveryWorsening on Denmark Denmark's sovereignty over Greenland has been significantly eroded by the new permanent US security deal. “So that's a significant deterioration in Danish and Greenland sovereignty.” ▶ 32:08 MacroVoices #551 Michael Every: Decoding The Glo… · 24 Sept
MEMichael EveryWorsening on Iran Escalation with Iran is the base case, with the US and a coalition likely to try to finish the job rather than reach a peace deal. “you will see escalation once the election is out of the way” ▶ 4:06 MacroVoices #551 Michael Every: Decoding The Glo… · 24 Sept

Their output

127 in September 2026

Mon 31Thu 10 · 12Thu 1

Stories it travels in

The stories

○ a voice, on the left
◌ a voice raising half of these
● a subject, on the right, under its story
⌒ a line is a voice raising a subject — thicker, more items; colour is the story

The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.

Who brings it up