What to do about the dollar in 2026 (November 17, 2025)

Credit: canaries in the coal mine, or a healthy reality check (November 10, 2025)

Is AI in a bubble? It’s a marathon, not a sprint (November 3, 2025)

Top investor questions from recent travels (October 20, 2025)

Two fallen governments, one common problem (October 13, 2025)

How a U.S. government shutdown hits the desk, and the outlook (October 6, 2025)

Investment themes for a changing world order (September 29, 2025)

Cut, pause, repeat: the impact of sporadic easing on the economy and markets (September 22, 2025)

The Fed’s back at it (September 15, 2025)

Macro pulse: turning leaves, turning points (September 8, 2025)

Private markets: navigating a global market reset (September 1, 2025)

Flows speak louder than fears: the latest on U.S. asset demand (August 25, 2025)

The leaning tower of austerity: the future of sovereign debt in Europe (August 11, 2025)

The great wall of liabilities: the future of debt in China (August 4, 2025)

The empire of IOU: the future of U.S. sovereign debt (July 28, 2025)

Trust or bust: the megatrend of global debt sustainability (July 21, 2025)

Pollyanna can’t ignore tariffs forever (July 14, 2025)

Macro in the midyear sun (July 7, 2025)

Geopolitics “live”: U.S.-Iran-Israel conflict (June 30, 2025)

Do investors really want out of U.S. assets? (June 23, 2025)