As the January 6th hearings unfold, it is a good time to consider the ideal of integrity.
Integrity
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Theme of the Week
The Blame Game
Today’s inflation is not a monetary phenomenon. Tighter monetary policies cannot address what ails the world economy.
Musk and the ESG Knife Fight
Tesla has been kicked out of the S&P ESG Index and Elon Musk claims ESG is a scam. Is he right?
Will US Inflation Lead to Recession?
Sadly, principled statesmen and women who can forge bold, morally consistent responses to today’s global problems are in short supply.
Kofi Annan’s Lessons in Global Leadership
Sadly, principled statesmen and women who can forge bold, morally consistent responses to today’s global problems are in short supply.
Beware a Global Economy with Little Fires Everywhere
Rich countries have shown impressive unity in helping Ukraine counter the Russian invasion. They now need to demonstrate the same level of
Europe’s Gas Conundrum
If Europe is willing to pay the price of expensive LNG imports, it could severely undermine Russia’s ability to earn hard currency via gas
The Growing Threat of Global Recession
With luck, the risk of a synchronized global downturn will recede by late 2022. But for the moment, the odds of recession in Europe, the United
The Growth Engines Are Sputtering
The International Monetary Fund’s significant downward revision to its 2022 World Economic Outlook, just one quarter into the calendar year,
The Ant and the Grasshopper
President Biden’s recent large-scale use of the Strategic Petroleum Reserve is being driven by politics, not economics.
South Africa’s Time to Choose
What explains South Africa’s clearly sympathetic stance towards Russia?
Blundering into a nuclear war in Ukraine: a hypothetical scenario
NTI experts believe that the most likely use of nuclear weapons in any scenario would be unintentional—that humanity would blunder into
These Russia Sanctions Are Different
The multilateral sanctions imposed on Russia since the invasion of Ukraine will severely reduce Russians’ standard of living and their
The Anatomy of the Net-Zero Transition
Reaching net-zero emissions by 2050 – and thus limiting the rise in global temperatures to 1.5°C above pre-industrial levels – implies
Ukraine: Implications for Investors
The invasion of Ukraine has near and long-term consequences for investors. It is not as simple as ‘buy the dip’.
The Invisible Students
Our educational system is failing immigrant students, eroding the promise of our future.
Banks and the Green Leap Forward
By imposing stricter capital requirements on fossil-fuel lending, governments and banking regulators can help to redirect a huge flow of funds
Guns and Shots
Pandemic control and gun control offer important, and overlapping, lessons.
A Bad Year for Markets?
Market fundamentals are shifting from tailwinds to headwinds. Investors ought to prepare for more volatile conditions.
Crime in Suites and Suits
The dramatic securities fraud trial of Elizabeth Holmes is front and center in the news. Yet, it is just another episode in the long history
Why the Fed Must Tighten
The Fed at risk of losing their credibility as guarantors of price stability unless they now respond to inflation.
Does Japan Vindicate Modern Monetary Theory?
For decades, the Japanese government has amassed more and more debt without triggering higher borrowing costs or inflation. But there is no
GDP’s Days Are Numbered
Economists have long know that Gross Domestic Product (GDP) is a poor representation of society’s well-being. Promising alternatives are
Hacking the Tragedy of the Commons
Success in achieving net-zero emissions requires broad buy-in from the entire private sector, not just publicly listed companies. Fortunately,