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 readReport / Capital Markets
The Power Curve 2026 Outlook
2026 is the year of capability concentration, institutional drift, and the multi-pole order.
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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 / Risk Resilience
Uninsurable Map
Climate risk is moving from weather maps to balance sheets.
Jun 1 / 23 min readReport / Capital Markets
China's Magnet Monopoly
Rare-earth access turns ore into strategic leverage.
May 15 / 21 min readAI / Advanced Technology
AI for Enterprise
Anthropic and OpenAI announce joint ventures with leading investors
May 5 / 1 min readBriefing / State Capacity
The Price That Prices the World
Brent crude has risen roughly 70 percent since February
May 4 / 5 min readReport / Capital Markets
Betting on the Index
Passive flows have built the most concentrated S&P 500 on record.
May 1 / 19 min readBriefing / Capital Markets
The Most Profitable Business Ever Built
How Alphabet stands apart
Apr 28 / 9 min readDispatch / Strategic Competition
Asymmetric Alliance
Hard break in the special relationship
Apr 27 / 4 min read