Business
Trump “fires” Lisa Cook, escalating his war on the Federal Reserve
Trump ousts Fed Governor Lisa Cook, an unprecedented removal for cause. This intensifies his conflict with the Federal Reserve.
Trump’s interest-rate crusade will be self-defeating
Trump’s intimidation tactics at Jackson Hole highlight his self-defeating push to control interest rates, which is likely to backfire.
Fear the deficit-populism doom loop
European lawmakers are trapped in a vicious cycle where deficit spending fuels populism, which in turn exacerbates fiscal deficits.
Economists disagree about everything. Don’t they?
Economists are often perceived as deeply divided, yet this view oversimplifies their field. Significant consensus exists on many core principles, despite visible disagreements on specific policies.
The green transition has a surprising new home
The green transition is expanding beyond Northern Europe, challenging the stereotype that it only thrives in regions with coalition governments and cycling infrastructure.
Can China cope with a deindustrialised future?
China faces the complex challenge of transitioning from its industrial base to a post-industrial economy. Party elites must navigate this ideological and structural shift to maintain stability and growth.
Trump’s trade victims are shrugging off his attacks
Despite Trump’s trade war attacks, targets remain resilient. Meanwhile, China is gaining ground in the process.
In praise of complicated investing strategies
The article argues for abandoning Occam’s razor in investing, advocating instead for intricate strategies to better grasp complex market dynamics.
How America’s AI boom is squeezing the rest of the economy
America’s AI boom is straining the broader economy by consuming vast resources, as data centers encroach on infrastructure and energy supplies.
Where has the worst inflation problem?
The text updates an entrenchment metric. It does not identify regions with the worst inflation.
Growth-loving authoritarians are failing on their own terms
Authoritarian leaders in Asia, the Gulf, and East Africa face a crisis as their growth-dependent models fail. They are now trapped by the very economic promises that legitimized their rule.
What 630,000 paintings say about the world economy
Analyzing 630,000 artworks reveals how artists like Kandinsky and Monet functioned as economists, embedding global economic narratives within their creative works.
Who will win from Trump’s tariffs?
Trump’s tariffs are reshaping the "China plus one" strategy, redirecting supply chains to new alternative destinations.
To sell Fannie and Freddie, Trump must answer a $7trn question
Trump faces a $7 trillion hurdle in privatizing Fannie and Freddie, despite their current market performance outpacing Nvidia.
Ivy League universities are on a debt binge
Ivy League universities are accumulating significant debt by leveraging their prestige premium to secure borrowing advantages.
Palantir might be the most overvalued firm of all time
The article questions Palantir's valuation, suggesting it may be the most overvalued firm ever. It challenges investors to justify the stock's high price against its fundamentals.
America’s housing market is shuddering
America’s housing market is shuddering as the era of prosperity ends for homeowners nationwide.
Xi Jinping’s city of the future is coming to life
Xi Jinping’s futuristic city inspires awe and apprehension. Its rapid development raises concerns alongside admiration for its ambitious scale and technological integration.
An economist’s guide to big life decisions
This guide applies economic principles to major life decisions, offering a fresh perspective on navigating significant choices beyond routine matters.
Want better returns? Forget risk. Focus on fear
A study proposes a new asset pricing paradigm: prioritize fear over risk to achieve better returns and higher yields.