August 2024
- Opinion
- Monetary policy
The Fed will not let markets dictate a rate cut
The US central bank reacts to the sharemarket only when volatility threatens financial stability. For the moment, there is no evidence that this is the case.
January 2024
- Opinion
- US election
Is Joe Biden the next Jimmy Carter? Here’s why not
There are uncanny parallels between 2023 and the fateful year of 1979. But there is one good reason why President Biden will not follow his one-term predecessor.
January 2023
- Opinion
- AI
Is anyone’s job really safe once AI learns to fake sincerity?
Algorithms cannot share your feelings or feel your pain like a human care professional can. But don’t bank on them not learning how to try.
July 2022
- Opinion
- Monetary policy
Is the greenback rally about to lose steam?
If the economy and inflation weaken, the Fed is likely to pause and the US currency will reverse direction.
April 2020
- Opinion
- Global economy
The past may not guide us through this crisis
The tendency to compare current events with past crises is understandable, but it opens us up to huge errors of judgment.
November 2019
- Opinion
- China
Will China face a revolution of rising expectations?
The country packs most of the same grievances that have triggered off middle-class unrest from France, to Chile, and its own territory of Hong Kong.