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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 read
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 read
Report / 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 read
Briefing / 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 read
Report / Risk Resilience

Uninsurable Map

Climate risk is moving from weather maps to balance sheets.

Jun 1 / 23 min read
Report / Capital Markets

China's Magnet Monopoly

Rare-earth access turns ore into strategic leverage.

May 15 / 21 min read
AI / Advanced Technology

AI for Enterprise

Anthropic and OpenAI announce joint ventures with leading investors

May 5 / 1 min read
Report / Capital Markets

Betting on the Index

Passive flows have built the most concentrated S&P 500 on record.

May 1 / 19 min read
Dispatch / Strategic Competition

Asymmetric Alliance

Hard break in the special relationship

Apr 27 / 4 min read