A curated portal of executive-ready analysis for business leaders and media. Explore macro trends, trade strategies, productivity, and the transition economy.
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A. Monetary Policy & Inflation
- The Federal Reserve’s balancing act: Inflation control vs. growth
- How higher interest rates are reshaping corporate America
- The persistence of core inflation and what it means for 2026
- The U.S. dollar’s strength and its global spillovers
B. Fiscal & Debt Dynamics
- Washington’s trillion-dollar deficits: How sustainable is U.S. debt?
- The hidden risks of America’s expanding fiscal footprint
- State and local budgets under pressure: regional debt and spending trends
- The long-term implications of rising U.S. interest payments
C. Labour Market & Demographics
- The cooling U.S. labour market: structural or cyclical?
- Immigration and America’s demographic advantage
- Remote work, hybrid models, and the new geography of jobs
- Wage growth, unionization, and productivity dynamics
D. Innovation, Productivity & Industry
- AI investment and the new U.S. productivity frontier
- Reshoring and the manufacturing revival across the Midwest and South
- The energy transition and its economic implications
- Technology concentration and the “Magnificent Seven” effect
E. Trade, Global Positioning & Risk
- U.S. trade policy in a fragmented world: China, Mexico, and beyond
- The shift from globalization to “ally-shoring”
- Supply-chain resilience and industrial competitiveness
- Private credit, non-bank finance, and the next systemic risk
Sectoral Deep Dives
- Manufacturing’s Next Phase: Automation, Labor, and AI Integration
- The Housing Market Reset: Affordability, Zoning, and Mortgage Stress
- Energy Independence 2.0: LNG Exports and Domestic Power Costs
- U.S. Agriculture’s Climate Challenge and Technological Edge
- Healthcare Inflation and the Workforce Shortage Crisis
- Retail Transformation: From Malls to Digital Marketplaces
- Transportation and Logistics: Infrastructure Modernization After IIJA
- Financial Services at a Crossroads: Regulation, Fintech, and De-Risking
- Tourism, Air Travel, and Consumer Experience in the Post-COVID Economy
- Commercial Real Estate: Repurposing the Urban Core
Long-Range Foresight
- Demographic Time Bomb: Aging, Fertility, and Economic Growth
- Artificial Intelligence and the Future of Work in America
- Digital Currencies and the U.S. Dollar’s Reserve-Status Debate
- Infrastructure Renaissance: Public-Private Partnerships and Smart Cities
- Fiscal Sustainability: The Coming Era of Tax Reform
- Geoeconomic Rivalries: U.S. Strategy in a Multi-Polar World
- Climate Resilience Economics: Costs, Insurance, and Adaptation
- Education, Skills, and the Productivity Paradox
- Defense Spending and the Industrial Base of National Security
- The Great Convergence: Technology, Inequality, and Middle-Class Renewal