economic policy
The Supreme Court Takes Aim at the Fed: Why This Obscure Case Could Reshape Your Financial Future
A legal battle over the President’s power to fire agency heads could upend a century of economic policy. Here’s what it means for investors.
Anatomy of a Rally: How a Diplomatic Handshake Averted a Trade War and Ignited the Stock Market
A deep dive into how a single diplomatic meeting averted a trade war, sparking a major US stock market rally and revealing the power of politics in finance.
Beyond the Balance Sheet: Why Major Economic Decisions Can Never Escape Politics
Major economic decisions can’t be separated from politics. This post explores why ‘rational’ investing must account for political realities and social values.
The Corporatist Threat: Why Your Old Model of Political Risk Is Dangerously Obsolete
The old model of political risk is obsolete. Discover why the rise of corporatism—the nexus of state and corporate power—is the new threat for investors.
The Trump Economy 2.0: Decoding Voter Anxiety and Market Signals
A deep dive into mixed voter sentiment on the U.S. economy, analyzing potential Trump-era policies and their impact on finance, investing, and markets.
The Nobel Prize and the Stock Market: Why a Leader’s Ego is a New Economic Indicator
An analysis of how the personal ambitions of political leaders, like seeking a Nobel Prize, have become a key indicator for market volatility and economic risk.
India’s Tax Earthquake: Supreme Court Ruling Shakes Foreign Investment Landscape
A shock Supreme Court ruling in India redefines tax rules for foreign investors, creating massive uncertainty. What does this mean for the economy?
Vietnam at a Crossroads: Inside the High-Stakes Conclave Shaping a Global Economic Powerhouse
Vietnam’s Communist Party is selecting new leaders and a 10-year economic plan, a pivotal moment for investors in this fast-growing global powerhouse.
Building the Future: Can Ten New Cities Solve the Netherlands’ Housing Crisis and Unlock a Trillion-Euro Investment Opportunity?
The Netherlands faces a housing crisis. Could building ten new cities be the audacious solution, unlocking a trillion-euro investment and fintech revolution?
Trump’s Tariff Playbook: A Deep Dive into Economic Impact and Future Investment Risks
A deep dive into the Trump-era tariffs, their impact on the economy and stock market, and what new proposals mean for investors and business leaders.
The 10% Cap Conundrum: Trump’s Credit Card Proposal and the Future of American Finance
A proposed 10% credit card interest rate cap sparks debate. We analyze its potential impact on consumers, banking, fintech, and the wider US economy.
India’s Economic Paradox: Navigating Job Scarcity Amidst Record Growth
India’s rapid economic growth masks a looming jobs crisis at home and abroad, as the high-flying quick commerce sector is forced to slow its roll.