Blog Posts
138 briefs of grounded, specific analysis on AI, economics, and world affairs. Browse by topic or tag, or search the archive.
- 61Economics
How Sovereign Wealth Funds Are Splitting Into Two Different Bets on AI
Sovereign funds managing over $15 trillion have taken incompatible bets on the AI buildout — Gulf states buying the infrastructure outright, Norway hedging…
- 62Economics
Private Credit's Redemption Test: Gates, Software Loans and Contained Defaults
Redemptions at S&P-rated Business Development Companies (BDCs) exceeded inflows in Q2 2026, as structural liquidity concerns and maturing software sector debt…
- 63Economics
Three Dissents for a Hike: The Fed Holds in July
The July 2026 FOMC decision revealed a significant internal rift, with three members voting for a rate hike despite a 9-3 decision to hold the federal funds…
- 64Economics
The AI Boom Just Met Its First Real Interest-Rate Test
A record $161.5 billion convertible-bond boom is quietly financing the AI buildout on the assumption that capital stays cheap. The Fed's July rate hold, forced…
- 65Economics
Section 122 Expires and Section 301 Takes Over: The Tariff Wall Rebuilt on New Legal Ground
Section 122 tariffs expired on July 24, 2026, making way for new Section 301 duties that utilize a compliance-based rate structure for 60 economies.
- 66World Affairs
Ankara's NATO Summit: More Spending, Strained Unity
The 36th NATO summit in Ankara shows a shift toward high-level defense spending and uncrewed systems, while facing challenges from trade disputes and internal…
- 67Economics
The Saudi Pipeline That Beat the Blockade: East-West Crude Flows During the Hormuz Closure
The surge in Saudi Arabian crude exports via the Yanbu terminal during the March 2026 Hormuz closure demonstrates the East-West pipeline's transition from a…
- 68World Affairs
The US-Iran Memorandum: What Was Signed, and What Was Left for Later
The June 2026 US-Iran Memorandum establishes an immediate ceasefire and a 60-day path toward a final agreement, yet the resolution of frozen assets and a…
- 69Economics
Warsh's First Meeting: A Hold, and Dots That Lean Toward a Hike
While the June 17 FOMC meeting resulted in a unanimous decision to hold interest rates, rising dot plot projections and upwardly revised inflation forecasts…
- 70World Affairs
Evian: A G7 With Nine Statements and No Single Communique
The Evian Summit's production of 182 commitments across nine separate statements indicates a move toward specialized, high-volume multilateralism that…
- 71Economics
The ECB Hikes for the First Time Since 2023
On June 17, 2026, the European Central Bank raised interest rates to combat rising inflation, a move driven by surging energy costs and geopolitical tension in…
- 72AI & Data
Governing at the Speed of AI: A Positioning Brief for the Public Sector
FEB 2026 Pentagon labels a frontier AI lab a “supply chain risk” over autonomous-weapons guardrails APR 2026 Treasury and the Fed call Wall Street’s biggest…
- 73World Affairs
Pashinyan Holds His Majority: Armenia's June Election
The Civil Contract party secured a 64-seat majority in Armenia's June parliamentary elections, a result that provides Prime Minister Nikol Pashinyan with…
- 74AI & Data
The Anthropic Shockwave: What the Fable and Mythos Takedown Means for Enterprise AI Strategy
⚡ Breaking — June 13, 2026: The U.S. Commerce Department ordered Anthropic to suspend global access to Claude Fable 5 and Mythos 5, citing national security…
- 75Economics
Jet Fuel Doubles: The Airline Industry's Profit Forecast Is Cut Nearly in Half
IATA's 2026 profit forecast for the airline industry has been reduced to $23 billion as soaring jet fuel costs, driven by geopolitical conflict in the Gulf…
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