President Joe Biden’s administration appears determined to separate America’s relationship with the Kingdom from the relationship
A Realist Reset for US-Saudi Relations
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Central Banking’s Brave New World
Leading central banks are now keen to take on responsibility for policy objectives they previously shied away from, such as reducing inequality
Bitcoin Pollution
Bitcoin is all the rage, but the computers employed by Bitcoin miners will soon consume more electricity annually than the whole of the Netherlands,
GameStop’s Lesson: Stop Mechanising the Investment Game
The GameStop saga is another symptom of serious maladies affecting our economic mind-body.
Scary Monsters
David Bowie’s ‘Let’s Dance’ may be catchier than ‘Scary Monsters’, but investors would be well advised to watch out for what lurks
Biden’s Good Start on China
With US President Joe Biden restoring American support for multilateralism and international partnerships, the world’s democracies should
Vaccine Solidarity Now
The G7 has an opportunity to demonstrate global leadership in the COVID-19 pandemic by making the success of the international COVAX vaccine-access
Schrödinger’s Bitcoin
Notwithstanding the recent spectacular surge in its price, Bitcoin will remain an asset without intrinsic value whose market value can be
No Time to Waste
Saving the planet from catastrophic climate change will require not only a dramatic increase in funding for clean-energy research and development.
A CEO’s Pandemic Lessons
The pandemic forced me to change my business model completely. In doing so, it challenged my long-held view that free trade, globalism and
Europe’s ESG Opportunity
Far from being a purely technical matter, assessing firms’ non-financial performance is a deeply political issue. Europe’s inclusive governance
How Deep Should Investors Swim?
Swimming against a tide pushed forward by massive policy stimulus seems likely to leave contrarian investors with little to show for their
Restoring Nature to Economics
Human economic activity makes extensive use of the ecosystem services nature provides, but these barely feature in measurements of GDP. It
A Presidential Prescription for De-Polarization
To unify the country, President Biden must offer a common message of shared struggle and sacrifice. Migration, by choice or coercion, is that
Actions Speak Louder than Words
US-China economic and trade relations need a re-boot. The rhetoric from both sides is encouraging, compared to the mishaps of the past four
Don’t Isolate Myanmar
US President Joe Biden’s administration must not ignore how often American sanctions against other countries have worked to China’s
The Perils of an Uneven Global Recovery
Vulnerable emerging markets could face a big hurdle if rising inflation pushes bond yields higher in 2021.
Democratic Disagreement
Divisions among the Democrats are opening, with potentially profound impacts on a cyclical recovery, inflation, financial markets and longer-term
Biden’s Asian Triangle
The Japan-US alliance remains popular in both countries, which need each other more than ever. Together, they can balance China’s power
Vaccine Altruism: It Works for All
Prioritizing national vaccination in rich countries while ignoring the rest may not work. The aim should be to vaccinate the global population
The Game Stops Here
The GameStop saga is not about altruism or financial democracy, more likely greed and a dollop of vengeance. But lessons ought to be drawn,
Biden’s Vaccine Challenge
In confronting the COVID-19 crisis, US President Joe Biden will avoid many of his predecessor’s mistakes, not least by heeding the advice
The US and China Must Cooperate in Space
Although the United States and China will likely remain at odds on many issues, President Joe Biden’s administration must also recognize
A Question of Valuation?
It has been said that stocks are not cheap and popular at the same time. Is it time to re-visit Robert Shiller’s well-known valuation metrics?