Shifts worth watching
We examine emerging shifts in markets and policy, and the consequences they may have for economic power.
A free brief on the forces shifting economic power, with evidence and implications for decision makers. About five minutes to read, a few times a month.
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We examine emerging shifts in markets and policy, and the consequences they may have for economic power.
Analysis links to its supporting evidence so you can examine the basis for each argument.
Each brief explains the issue, assesses the evidence, and sets out the implications.
Compute, AI, biotech, semiconductors, platforms, and emerging tech.
Flows of capital, financial innovation, corporate finance, and market structure.
Urban systems, transport, energy, housing, and digital infrastructure.
Economic risk, shocks, climate, health, cyber, and supply chains.
Institutions, policy capability, fiscal health, and governance.
Geopolitics, sanctions, trade, alliances, and economic statecraft.
Free economic intelligence, delivered a few times a month.