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The Fed Is Done Cutting. The Question Now Is Whether It Hikes.
What Bank of America's three-hike forecast means for markets, borrowing costs, and the economy.
3 days ago4 min read
The AI Sovereign Wealth Fund: A Global Mirage?
Examining AI-induced inequality on global level reveals why distribution may not be the answer.
3 days ago5 min read
Incidence: who pays to hold Germany's health surcharge
Germany's health reform freezes a payroll charge by capping hospital payment growth below rising costs.
4 days ago4 min read
Why OpenAI is Scared to Go Public
OpenAI was supposed to go public this year. Now it's not. Here's what that actually means.
7 days ago4 min read
The Visa-Mastercard Settlement and the Hidden Cost of Paying by Card
If businesses pay swipe fees, why do consumers end up dealing with the cost?
Jul 74 min read
Why Trump’s Fed Gamble Has Backfired
Trump appointed Kevin Warsh expecting rate cuts, but Inflation had other ideas.
Jun 293 min read
Thresholds: where Europe's capital union stops short
The Commission's December package proposes central supervision of Europe's capital markets. Its scope stops at the dozen biggest, leaving the rest national by design
Jun 284 min read
The £11bn drain: How late payments are strangling Britain’s smallest businesses
Nearly half of SME invoices in the UK are paid late. The cost is not just financial, but structural - and it is getting worse.
Jun 263 min read
What could the UK’s economy look like if the US-Iran conflict continues?
The UK is currently experiencing disinflation, yet how long will this last before the conflict in the Middle East catches up?
Jun 243 min read
Starmer’s Resignation: A Merciful Release from a Doomed Premiership.
A monetarist verdict on Starmer's brief, failed premiership and its costly fiscal legacy.
Jun 223 min read
The Chip Boom Is Real. The Easy Money Might Be Over.
Why the semiconductor rally tells us more about AI's next phase than its last one.
Jun 214 min read
The Pivot to Opacity
Kevin Warsh faces monumental choices; but his most significant decisions have already begun.
Jun 194 min read
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