Unlock growth. Manage risk. Gain advantage.
Economic intelligence on the forces
reshaping global competition.
Selected work
All publications Begin with our flagship work
MEMO · STRATEGIC COMPETITION
Brussels Triggers the Kill Switch
European Union tries to decouple the global EV supply chain.
REPORT · STRATEGIC COMPETITION
The Arithmetic of Power
Winning, Losing, and Competing in the 21st Century.
Featured report
The Power Curve 2026 Outlook
Power in the United States is consolidating faster than its institutions can convert it, and conversion decides the year.
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Research themes
View all themes Map power across the global economy
- 01Advanced TechnologyCompute, AI, biotech, semiconductors, platforms, and emerging tech.
- 02Capital MarketsFlows of capital, financial innovation, corporate finance, and market structure.
- 03Cities and InfrastructureUrban systems, transport, energy, housing, and digital infrastructure.
- 04Risk and ResilienceEconomic risk, shocks, climate, health, cyber, and supply chains.
- 05State CapacityInstitutions, policy capability, fiscal health, and governance.
- 06Strategic CompetitionGeopolitics, sanctions, trade, alliances, and economic statecraft.