October 2024
Why women will decide the US election
This time around, it’s women who are angry – not so much about the demise of factory jobs as the threats to abortion rights, and the economic risks posed by Trump.
Americans are moving closer to climate risk. This is why
Individuals and businesses have been willing to ignore the longer-term financial and human risk of extreme weather in favour of the short-term gains.
June 2024
The many-sided crisis in management consulting
Artificial intelligence can increasingly do the lower end of consulting work, meaning the profession may very well be in secular decline.
February 2024
How America’s high-pressure economy could implode
It’s good for the time being, but you have to wonder what will happen when the valves are released.
January 2024
Why business is dumping virtue signalling for metrics
American companies are changing their approach to diversity and inclusion to improve their return on investment.
December 2023
These are the factors complicating investment decisions in 2024
Economic reality in 2024 is likely to be far less binary, and much more nuanced, than many market participants and policymakers believe.
Why CEOs must plan for a second Trump presidency
We are likely to see a harder-edged President Trump, without moderate advisers to talk him out of introducing tariffs or blaming China as growth slows.
October 2023
Workers, not tech companies, should write AI rules
As digital titans and legislators argue, the Hollywood writers’ strike has shown how employees can set the limits.
August 2023
New US China tech ban is not only about technology
Outbound capital heading east is the target of a White House executive order, along with expertise, as the US casts a wide net to protect national security.
Inconvenient truths about the green transition
Getting rid of carbon and forced labour in clean energy supply chains by reducing dependence on China is a massive cost for the West.
July 2023
Barbie is a rare winner in the corporate culture wars
American business finds itself increasingly caught in the nation’s woke and anti-woke crosshairs.
May 2023
China, US market power is a danger for all
Chinese mercantilism and European and US corporate price gouging are all parts of one problem — too much concentration of power in one place.
April 2023
The return of immigrants to the US is good for the economy
Aside from pulling more women into the workforce, increasing immigration is the only quick way to bolster the labour force in any nation.
Shadow banks loom as new financial crisis trigger
Concerns about commercial real estate will start to expose other vulnerabilities in the financial system.
February 2023
The rise of kitchen table economics
Monopoly policy discussions are starting to go mainstream in the US, and that’s when business leaders should listen carefully.
China and America are locked in destructive co-dependence
The global superpowers need each other for economic reasons they would rather not admit.
January 2023
Crisis, what crisis? Luxury boom shows staying power of ultra-rich
For the world’s richest, their money – and their lifestyles – really do seem to reflect a new Gilded Era. I can’t help but wonder when, and how, it will all end.
China’s new world energy order is taking shape
The rise of the ‘petroyuan’ should be an incentive for both the US and Europe to move away from fossil fuels as quickly as they can.
December 2022
‘Wage inflation? What wage inflation?’ ask workers
Hand-wringing among policymakers about wage-price spirals is at odds with the experience of most North American workers.
November 2022
FTX saga is just an old-style failure of a new asset
The product at the heart of the market collapse may be high-tech, but the details of how we got here mirror many aspects of the 2008 financial crisis and other periods of financial speculation.