Understand economic power before it becomes consensus
Reports, memos, essays, and data on the forces reshaping markets, policy, and technology.
The Index · Live
US GDP Growth+2.2%-0.6
US Government Effectiveness1.44as of 2023
World Trade Intensity68.5%+11.8
US Political Stability0.14as of 2023
MEMOCheap MajoritiesJUL 17, 2026ESSAYThe Fed's Rate SwingJUL 16, 2026MEMOTax on the FutureJUL 13, 2026MEMOA Nation Richer Than It FeelsJUL 1, 2026REPORTThe Capital Layer of DeterrenceJUN 30, 2026MEMORegime Change, QuietlyJUN 24, 2026REPORTDepth, Speed, DurationJUN 20, 2026REPORTThe Two Energy SuperpowersJUN 5, 2026REPORTCompound Learning and Decision AdvantageJUN 2, 2026MEMOThe New York PremiumJUN 1, 2026REPORTThe Power Curve 2026 OutlookJUN 1, 2026REPORTUninsurable MapJUN 1, 2026
Featured report

The Power Curve 2026 Outlook
2026 is the year of capability concentration, institutional drift, and the multi-pole order.
Read report- MEMOSTATE CAPACITYJUL 17, 2026Cheap Majorities
- ESSAYCAPITAL MARKETSJUL 16, 2026The Fed's Rate Swing
- MEMOADVANCED TECHNOLOGYJUL 13, 2026Tax on the Future
- MEMOSTATE CAPACITYJUL 1, 2026A Nation Richer Than It Feels
- REPORTCAPITAL MARKETSJUN 30, 2026The Capital Layer of Deterrence
- MEMOCAPITAL MARKETSJUN 24, 2026Regime Change, Quietly
- REPORTCAPITAL MARKETSJUN 20, 2026Depth, Speed, Duration
- REPORTRISK AND RESILIENCEJUN 5, 2026The Two Energy Superpowers
- REPORTSTRATEGIC COMPETITIONJUN 2, 2026Compound Learning and Decision Advantage
ExhibitGross domestic R&D expenditure (% of GDP)
R&D intensity at the frontier
Gross domestic R&D expenditure (% of GDP)
Research themes
View all themes Explore our core lenses on economic power.
- Advanced TechnologyCompute, chips, AI, and frontier capacity.
- Capital MarketsLiquidity, risk, allocation, and leverage.
- Cities and InfrastructureHousing, transport, energy, and innovation.
- Risk and ResilienceShocks, bottlenecks, redundancy, and exposure.
- State CapacityPermitting, procurement, delivery, and trust.
- Strategic CompetitionPower, standards, supply chains, and deterrence.
The Index
The advanced intelligence layer
Proprietary datasets, indicators, and dashboards that power our research—and yours.
Explore the indexUS GDP Growth
+2.2%-0.6
US Government Effectiveness
1.44as of 2023
World Trade Intensity
68.5%+11.8
US Political Stability
0.14as of 2023