As countries emerge from the COVID-19 pandemic over the coming year, world leaders will face a defining moment. By ramping up investments
Why Disaster Preparedness Cannot Wait
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TINA, Meet Keynes
TINA – There Is No Alternative – is a popular Wall Street acronym describing a key reason why equities remain so popular. TINA is about
Big Government or Better Government?
The COVID 19 crisis has put government back at the center of things in a way not seen since World War II.
The Long and Winding Road
The return to work won’t be as simple as flipping the light switch and turning the gears of commerce back on. Expect it to be bumpy.
Reviving the WTO
The World Trade Organization has an irreplaceable role to play in transforming countries’ economic prospects and the lives of people around
The Pandemic Must End Our Complacency
With an economic downturn as severe as the Great Depression and political conditions similar to those in the run-up to World War I, an international
Has the Market Lost Its “Mind?”
Over the past decade, and even more notably in recent months, stock markets appear to have de-coupled from fundamentals. Or have they? In
Protests, Violence and America’s Democracy
As in so many other cases, it often takes just one spark to light an eruption of outrage, itself an accumulation of rising levels of economic
Be Careful What You Wish for, Caesar
The pandemic and its economic shockwaves are fundamentally re-ordering world affairs. Look no further than Europe.
United States of Despair
America finds itself in the grips of two epidemics, each of which has exposed deep inequalities across races and levels of educational attainment.
A Bend In The Road?
After a powerful and nearly uninterrupted rally dating from late March, global equities lurched sharply lower this past Thursday, before staging
How Markets and Governments Must Work Together
Economists have long known that the liberal ideal is an abstraction, a useful tool for theoretical reasoning, but hardly a template for reality.
Private Equity and Build Back Better
Boston Consulting Group’s latest ‘state of the nation’ on the asset management industry is a data-rich confirmation of the seemingly
Redefining National Security for the Post-Pandemic World
Three decades of efforts to broaden the definition of “national security” have largely failed, and it is time to try a new approach. Thinking
Recovery or Relapse?
Beneath the market’s joyful response to inflection points, levels of spending, output and joblessness remain bleak.
American Exceptionalism in the Age of Trump
As the world’s two largest economies, the United States and China are condemned to a relationship that must combine competition and cooperation.
The Dream Called the United States
The United States was to be a shining city on hill. A nation, rooted in exceptionalism, destined to transform the world for the positive.
Pandemic, Payrolls, Protests and Politics
Wall Street’s favorite adage, ‘climb a wall of worry’, may soon be put to test. Following the powerful equity market rally of the past
Globalizing the Fight Against the Pandemic
As a global problem that will remain a threat everywhere as long as it is still present anywhere, the novel coronavirus demands a collective
The View From Argentina
Argentina is in crisis. The pandemic had turned a bleak story into something worse. The country may shortly default on its national debt for
The Future of Global Power
Although the Sino-American rivalry was escalating long before the COVID-19 crisis erupted, it has since been thrown into overdrive. But while
Where’s the Bottom?
Alongside the US Memorial Day holiday, we explore the latest high frequency indicators of global economic activity. Our aim is to provide
What American Moral Leadership Should Look Like
At a time when guidance and inspiration from the White House is missing, it is helpful to remind ourselves of what real American moral leadership
A Mountain of Debt
The latest data on US government borrowing are very impressive. The Federal deficit in April alone was $738 billion. For the first four months