Depth, Speed, Duration
Three shocks, three mechanisms, and why the next downturn will be measured against the wrong yardstick.
Research area
Capital Markets
Capital markets reveal where risk, policy, rates, and balance-sheet capacity are being repriced before consensus catches up.
The Power Curve 2026 Outlook
2026 is the year of capability concentration, institutional drift, and the multi-pole order.
China's Magnet Monopoly
Rare-earth access turns ore into strategic leverage.
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What to read in Capital Markets
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TitleTypeDateAccess
Depth, Speed, Duration
Three shocks, three mechanisms, and why the next downturn will be measured against the wrong yardstick.
The Power Curve 2026 Outlook
2026 is the year of capability concentration, institutional drift, and the multi-pole order.
China's Magnet Monopoly
Rare-earth access turns ore into strategic leverage.
Betting on the Index
Passive flows have built the most concentrated S&P 500 on record.
The Most Profitable Business Ever Built
How Alphabet stands apart
The Split and the Convergence
BlackRock scaled the flow, Blackstone engineered the outcome.
Capital is King
Analyzing three decades of foreign direct investment
Warsh Over Time
Notable speeches from the presumptive Fed Chair
The Interest State
U.S. fiscal risk is shifting from the debt stock to the refinancing channel.
Welcome to the Era of Higher Tariffs
‘America First’ cannot become ‘America Alone’
Housing Market Blues
January sales post sharpest drop in nearly four years
The Federal Reserve is at a Breaking Point
How Politics and Personnel Are Reshaping American Monetary Policy
The Federal Reserve's Split Personality
How a century-old compromise built a central bank no president can control
Federal Reserve Projections
2026 forecasts from the US central bank
How The Global Economic Order Collapsed
Lessons from the best
Meeker's AI Market Wrap
300 Slides on All-Things AI
Buffett's Love Letter to Uncle Sam
Wisdom to all readers, thanks to one nation
How Value Craters
Leadership matters
Spotify 2.0
By the Numbers, Q2 2024
By The Numbers: Costco
A case study in long-term focus.
Two-Horse Race in Big Tech
The incumbent and the insurgent.
Comparing the Wealth of Nations
Not as easy as it may seem in 2023
Mighty Productive
Doing more with less
Trends in GDP and Population
The relationship between production and people.
Latest update in this area: Depth, Speed, Duration.