In weighing the options for additional stimulus, President-elect Joe Biden’s $2 trillion infrastructure investment plan has much to recommend
An Infrastructure Inoculation for America’s Recovery
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Small Moves In Bond Markets Mean Big Things
The recent uptick in bond yields bears watching, for the implications could be far-reaching for markets, economies and politics.
The Truth About Trump’s Mob
The storming of the US Capitol by predominantly white supporters of President Donald Trump was in keeping with a long tradition of mob violence
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Those who wreaked havoc on the U.S. Capitol were untrained in the core skills needed to be citizens of a democracy. It is time for a national
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The storming of the US Capitol by Donald Trump’s supporters in a last-ditch effort to overturn the result of the 2020 election was as
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The Sino-American Race to Zero
If China and the US – the world’s two largest emitters of carbon dioxide emitters – reach net-zero emissions by mid-century, everyone
Is Good News Bad News?
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How Biden Can Restore Multilateralism Unilaterally
After four years of the Trump administration undermining global governance arrangements, President-elect Joe Biden will certainly have his
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The pandemic has been a human disaster on many levels, much of which was initially beyond our control. But when it comes to how government
Five Cheers for 2021
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What Is Driving Asia’s Technological Rise?
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Investing in 2021: Willful Ignorance or Calculated Risk?
2020 has been a year of calculated risk. But periods of strong returns often spawn complacency and excessive confidence.
The Health of Nations
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Bartering Value
Much of the debate about the relationship between capitalism and democracy, economics and ethics, individual and community overlooks a very
How to Make Climate Pledges Stick
Following US President-elect Joe Biden’s victory and recent carbon-neutrality pledges from China, Japan, the European Union, and others,
Bull or Bear in 2021?
Though the COVID-19 pandemic continues to disrupt social and economic life around the world, it has yet to take the wind out of equity markets’
Do Deficits Matter?
Government debt levels have soared, yet borrowing costs have never been lower. Do deficits matter anymore?
How and Why Social Media Should be Regulated
Regulating social media requires nuance and cannot be done in piecemeal fashion, or the unintended consequences will be worse than the problem.
Humanity’s Greatest Technological Leap
Humanity is approaching mastery of nuclear fusion, our greatest technological leap since we discovered fire.
Brexit Games
As the final weeks of 2020 wind down, investors should prepare themselves for the United Kingdom crashing out of the European Union in a hard
The Debt Dogs that Didn’t Bark
If global growth resumes in 2021, aided by the rollout of vaccines and the Fed’s continued commitment to ultra-low interest rates, some
A Post-War Playbook for a Post-COVID Recovery
The pandemic’s impact on major economies has so far been four times worse than that of the 2008 global financial crisis, while entire sections