Profound funding shift might contribute to huge investment needed for data centres, energy and reshoring of industry
Energy production in the US will rise but more of the output will be gassy
Valuations might be frothy but don’t seem nutty
Policymakers can raise growth by targeting economic agility
Amid much pessimism there are also several things that may well lift the mood
Making a periodic review of investment frameworks and the outlook for economies and markets is a good discipline
The central bank’s highly reactive policy approach of recent years amplifies financial volatility
Policymakers should commit to publishing estimates of the ‘neutral’ level of interest rates
Given the need for a weak renminbi to support export growth, a reprise of the 1985 Plaza Accord with Japan is unlikely
Long-overdue public policy support can boost US leadership in blockchain technology, AI and cryptocurrencies
US policymakers should think more about retaliatory responses to probable tariff increases
While the long-term trajectory of the fiscal debt will probably remain a concern, there are some potential incremental actions the incoming president could take
With US equities at record valuation peaks, investors should re-examine their risk appetite
Debate over trade strategy has become an ideological litmus test in which few are willing to acknowledge nuance
A multiyear structural deficit will push up costs to inflation-adjusted highs
The short- and long-term prospects of the currency are at odds
Policymakers need to adjust their approaches including through pre-emptive negotiations with the incoming US administration
Investors should not assume that Trump’s tariff threat is a bluff
Despite massive fundraising plans, the stock is up 450% this year, valuing the company at about $90bn
The convergence of French yields with Greece’s is a reality check
The approach is more like a marathon than a sprint, focused on making the country’s economic framework more durable and resilient
Policymakers need to update their approach if they are determined to use trade measures to protect industry
It may well be time for governments and central banks to revisit their monetary policy mandates.
Compounding reveals the true value of long-term investing and minimising costs
Overly pessimistic warnings of economic shocks could weaken crucial support for globalisation
