The New York Premium
New York City's mobility and safety have never looked better. Its affordability has never looked worse.
One read on where economic power is moving.
Our proprietary index distills capital, compute, institutions, and trade exposure into a single weekly measure — so you can see the shift before it reaches the headlines. Switch components to trace each force.
Explore the methodology
The interest bill is outrunning everything else.
Since 2016, federal interest payments have grown faster than defense, social benefits, and total outlays combined — a structural shift that quietly reorders every budget still to come.
We make falsifiable calls.
Every call is drawn from a published report — and we revise the odds in public as the evidence moves. Test how each scenario reprices our convictions.
View methodologyOur central view: disinflation continues unevenly, capex stays elevated, and fragmentation deepens at the margin.
Where power is moving.
2026 Outlook
The 2026 Outlook maps the forces reshaping economic power, technological capability, and geopolitical advantage in the year ahead.
- Capital expenditure is becoming strategic terrain.
- Compute and energy are now core constraints on power.
- Institutional execution increasingly separates ambition from capability.
- Cities, infrastructure, and supply chains are becoming arenas of competition.
The consensus still treats compute, capital, and capability as three separate stories. They are one story — and the institutions that understand this first will set the terms for everyone who understands it later.
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The Super Cities Podcast
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Members read every report, dataset, and forward call as it publishes — with the full archive and the weekly index breakdown.
