SURGING STOCKMARKETS ARE POWERED BY ARTIFICIAL INTELLIGENCE / THE ECONOMIST

Surging stockmarkets are powered by artificial intelligence We calculate the extent to which the recent rally depends on tech optimism Do yo...

WILL MARKETS HAVE A LIQUIDITY CRUNCH? / THE FINANCIAL TIMES

Will markets have a liquidity crunch? Only if the Fed doesn’t blink first Robert Armstrong © FT montage/Reuters Liquidity worries Two weeks ...

AI, DEMOCRACY, AND THE GLOBAL ORDER / PROJECT SYNDICATE

AI, Democracy, and the Global Order For decades, diplomats and international policymakers have treated technology as a “sectoral” matter bes...

THE MYTH OF THE "ASIAN CENTURY" / THE FINANCIAL TIMES OP EDITORIAL

The myth of the ‘Asian century’ What is really happening is the rebalancing of the world as European and American hegemony dwindles away Mar...

Q1 ´23 Z1: SHEDDING LIGHT ON LIQUIDITY / CREDIT BUBBLE BULLETIN

Q1 '23 Z1: Shedding Light on Liquidity Dislocation Doug Nolan Not surprisingly, considering the March banking crisis, Non-Financial Debt...

UKRAINE FEELS THE PRESSURE OF TIME AND RISING EXPECTATIONS / THE FINANCIAL TIMES OP EDITORIAL

Ukraine feels the pressure of time and rising expectations Last weekend’s G7 summit must not be the high point of international support for ...

A WORLD OF DEBT / PROJECT SYNDICATE

A World of Debt While debt has risen across advanced and developing economies alike, the problem is most acute in low- and middle-income cou...

THE NEXT PHASE IN THE CHINA-U.S. CONFRONTATION / GEOPOLITICAL FUTURES

The Next Phase in the China-US Confrontation By: George Friedman Last week, I wrote about the major expansion of the U.S.-Philippine allianc...