Blog Posts
138 briefs of grounded, specific analysis on AI, economics, and world affairs. Browse by topic or tag, or search the archive.
- 31AI & Data
Ten Developers, One Regulator: What the UK ICO's Foundation-Model Commitments Change
The UK ICO says ten foundation-model developers agreed to clearer transparency, stronger rights mechanisms and tougher safeguard assessments. X.AI was left out…
- 32Economics
The WTO's Upgrade: AI Hardware Is Carrying Global Trade
The WTO raised its 2026 goods-trade forecast to 3.9%. AI-related goods are only 14.8% of trade but supplied 47% of its growth in the first half, so the upgrade…
- 33Economics
When the Long End Defies the Fed: The Term Premium Returns
The 10-year Treasury term premium stood at 1.07% on October 9, the highest in over a decade on some measures. The long end may be setting its own price instead…
- 34AI & Data
From Org Charts to Orchestration Charts: Redesigning the Company Around Agents
Bain, Salesforce and BCG data point the same way: AI value depends less on the model than on data readiness, governance and workflow design. This piece…
- 35World Affairs
Rare Earths and Aircraft Parts: Export Controls Become Bargaining Chips
Some Chinese rare earth suppliers have stopped shipping to US buyers despite licenses, and the US has slowed aircraft parts exports to China. Each side is…
- 36Economics
The Fed Hikes Into a Stalling Labor Market
The Fed raised rates to 3.75% to 4% on September 16 on a 12-0 vote. Two weeks later, payrolls grew by only 29,000 and July and August were revised down by…
- 37AI & Data
The Junior Squeeze: AI Adoption and the Widening Senior-Junior Divide
At AI-adopting firms, senior headcount rose 6.7% over five years while junior employment fell 3%. The authors say the junior share fell mainly because senior…
- 38World Affairs
2028, Not 2027: Reading the Taiwan Invasion Timeline
US officials reportedly see a Chinese invasion of Taiwan before 2028 as unlikely, citing disruption from the PLA anti-corruption drive. The 2027 date is a…
- 39World Affairs
Ahead of Schedule: Where Poland and the Baltics Stand on NATO's 5 Percent Target
Poland reached 4.3% of GDP on defense in 2025, Lithuania 4.0% and Latvia 3.74%, against NATO's 5% target by 2035. The target splits into 3.5% core and 1.5%…
- 40AI & Data
Fair Use on Trial: What the Third Circuit's ROSS Ruling Means for AI Training Data
The Third Circuit held that Westlaw headnotes are copyrightable and rejected ROSS Intelligence's fair use defense. It is described as the first federal…
- 41Economics
Cobalt, Copper and Lithium: Critical-Metal Prices and the DRC Export Squeeze
The IEA says cobalt prices rose about 130% after the DRC's export quota, and lithium more than doubled, while lithium investment fell around 40%. High prices…
- 42AI & Data
Sovereign Data: Kenya, Indonesia and Vietnam Redraw the Data Map
Vietnam's data exchange decree took effect September 25, Indonesia passed its One Data law on October 6, and Kenya's regulator has a draft cross-border…
- 43World Affairs
After the Washington Summit: What Trump and Xi Actually Agreed
Trump and Xi extended their trade truce by about two months at a September 24 to 25 summit, with narrow exemptions for agriculture and medical devices. Taiwan…
- 44AI & Data
Where the Payback Shows Up First: Financial Services and the Agentic ROI Clock
Salesforce's survey of 2,025 leaders puts average time to agentic ROI at about eight months, faster when data is unified first. Wells Fargo reports a 31% sales…
- 45AI & Data
After the Omnibus: What EU AI Act Enforcement Powers Mean for General-Purpose Models
Since August 2, 2026 the EU AI Office can compel information from general-purpose AI providers. The Digital Omnibus left those obligations in place while…
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