Briefing / Capital Markets
Regime Change, Quietly
Kevin Warsh was installed to cut interest rates, but his first month at the Federal Reserve signaled something larger, and more disciplined.
Jun 24 / 9 min readBriefing / Risk Resilience
The Great Energy Surge
Two centuries, compounding demand
Flagship report
Depth, Speed, Duration
Three shocks, three mechanisms, and why the next downturn will be measured against the wrong yardstick.
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Report / Capital Markets
Depth, Speed, Duration
Three shocks, three mechanisms, and why the next downturn will be measured against the wrong yardstick.
Jun 20 / 10 min readReport / Risk Resilience
The Two Energy Superpowers
China and America are competing for the last mile.
Jun 5 / 23 min readReport / Strategic Competition
Compound Learning and Decision Advantage
Strategic competition with China is a contest of institutional learning rates, not just a clash of platforms and inventories.
Jun 2 / 5 min readBriefing / Cities Infrastructure
The New York Premium
New York City's mobility and safety have never looked better. Its affordability has never looked worse.
Jun 1 / 10 min readReport / Capital Markets
The Power Curve 2026 Outlook
2026 is the year of capability concentration, institutional drift, and the multi-pole order.
Jun 1 / 24 min readResearch system
What the publication is built to see
The Power Curve follows the mechanics that decide whether resources become durable advantage: capability, constraint, risk, and institutional execution.
Who can convert resources into capacity
The core question is not who has ambition. It is who can turn capital, compute, energy, and institutions into operating advantage.
Where the system is binding
The desk tracks the bottlenecks that change strategy: financing, infrastructure, permitting, energy, supply chains, and execution.
What markets are mispricing
Power shifts when a risk leaves the footnotes and starts changing the cost of capital, insurance, security, or time.
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