MARKETS ARE DISMAYED BY LULA´S SURPRISE WIN-- AND FOR GOOD REASON / THE ECONOMIST

Brazil’s comeback king Markets are dismayed by Lula’s surprise win—and for good reason The pressure is on Brazil’s re-elected president to a...

LULA FACES A FISCAL RECKONING AFTER BRAZIL´S MARKET ROUT / THE FINANCIAL TIMES

Lula faces a fiscal reckoning after Brazil’s market rout Concerns about management of economy trigger worst day for currency in more than 25...

THE END OF ABUNDANCE / PROJECT SYNDICATE

The End of Abundance The decades ahead will be shaped by a contest for natural resources, making the world more prone to stagflation and han...

CYCLE TRANSITION / CREDIT BUBBLE BULLETIN

Cycle Transition Doug Nolan Global markets have become a minefield, an especially precarious circumstance, considering the unprecedented sco...

AI COMPUTE IS THE NEW OIL -- AND NEEDS A NEW MARKET / THE ECONOMIST

  The new market-makers AI compute is the new oil—and needs a new market Financial firms race to create instruments to trade processing powe...

THE AMERICANS CHANGING POLITICS FOR THE BETTER / THE ECONOMIST

The midterm elections The Americans changing politics for the better Hispanics and Asians have become their country’s most dynamic swing vot...

WHY CLASS MATTERS IN AMERICA / THE FINANCIAL TIMES OP EDITORIAL

Why class matters in America The next few years of US politics will revolve around the issue Rana Foroohar © Matt Kenyon By any definition, ...

XI IS PREPARING CHINA FOR A HARDER ERA / GEOPOLITICAL FUTURES

Xi Is Preparing China for a Harder Era By Victoria Herczegh The Fifth Plenary Session of the 20th Central Committee of the Chinese Communist...