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8 articles
Why the Fed's Pause Strategy May Be Backfiring on Housing Markets
Rate stability was supposed to calm mortgage markets. Instead, affordability has reached its worst point in four decades.
Emerging Market Debt: The $4 Trillion Restructuring Challenge of 2026
Sovereign debt distress is spreading beyond the usual suspects. What a coordinated restructuring could look like.
Industrial Policy Is Back. Does Anyone Know How to Do It Right?
From the CHIPS Act to Europe's Net-Zero Industry Act, governments are picking winners again.
Platform Monopolies and the New Antitrust Playbook
Traditional antitrust frameworks weren't built for zero-marginal-cost digital goods. Regulators are improvising.
The Reshoring Illusion: Why Supply Chain Nationalism Costs More Than It Saves
The political appeal of bringing manufacturing home is clear. The economic arithmetic is far less flattering.
Productivity Paradox 2026: Why AI Gains Aren't Showing Up in GDP Yet
History suggests transformative technologies take 20 years to appear in productivity statistics. We are right on schedule.
The Bond Market's Quiet Revolt Against Fiscal Profligacy
Term premiums are rising in ways not seen since the 1990s. What happens when the bond market loses patience with deficits.
Carbon Pricing After Paris: What Works, What Doesn't, and What's Next
A decade of carbon markets has produced useful data. The lessons are not what either side of the debate expected.