Top Links 569 Is College fee inflation back? China in LatAm & China in Hungary. Exploding tankers in the dark fleet and Sudan's death toll.
Top Links 568 Stock markets in the 2nd Trump Presidency. How emering markets emerged. Indian food inflation & the global wine glut.
Top Links 567 How Trump's moves against EV subsidies play into Tesla's hands. Why R&D spending does not raise productivity & Kazakhstan’s Golden Man.
Top Links 566 Power prices. How will migrants and smugglers respond to the Trump shock? Prisons of power and Keynes on fairy dust.
Top Links 565 Trump and chips. The zama zama crisis in South Africa. China's great lift campaign and Algeria in the archive.
Top Links 564 Who, actually, works for the government? Trump and world trade. Leaving Illinois and the agony of Haiti.
Chartbook 333 Asia in the age of polycrisis.
Top Links 563 Trump and the world economy. Why the energy transition might be cheaper than we think. Protracted war in the Philippines.
Top Links 562 Global shipping and Trump trade. UK stagnation. H5N1 in North America and Nehru's legacy.
Top Links 561 Will Goldman be the Trump profiteer? Ukraine bonds bounce on talk of peace & "warrior boards".
Top Links 560 It's happening! Partisan economic sentiments are flipping. Transfer nation & Trump's golf course in Vietnam.
Top Links 559 Will there be dollar-renminbi dramas in garbage time? Central bank independence in SE Asia & Sartre, Anderson, Jameson.
Top Links 558 Lending against chips. Cuba's oil collapse. India's financial revolution & Unger on our counterrevolutionary interlude.
Top Links 557 Inflation worries and the US bond market. Russian oil mega merger. Van Gogh & the art of dying.
Chartbook 332 The radicalization of Trump's GOP and the realignment of the American electorate.
Top Links 556 Bang Bang. Funny pumpkins.
Top Links 555 Main St v. Wall St inflation. Poland and France to block Mercosur. Nigeria's demography & de Gaulle's last picture.
Top Links 554 Defending the Fed. Betting on investment. China in Peru & Pakistan's counterinsurgency campaign.
Top Links 553 Wrangling over lithography machines. Thai coups. Power plays in Vietnam & the collapsing Lao state.
Chartbook 331: 46 in medias res - A mosaic of the Biden administration.
Top Links 552 Nasty bonds on underwater office buildings. Indian top earners in Germany. Avian flu & U.S. military food insecurity.
Top Links 551 Peak beef. The demand for rocket motors. New Delhi smog & ethical crystals.
Top Links 550 Buffett's cash pile. China's copper push. IKEA and GDR prison labor & the UK as "Butler to the World"
Top Links 549 Markets holding their breath. BBQ and shale productivity. Liberal academia & the Space Force.
Top Links 548 A productivity surge in the US oil industry. Taiwan's AI exports. The price of data and Joan Didion putting the boot in.
Top Links 547 America's huge trade deficit. Hedge funds bet against green. Bout & the Houthis & the grate (sic) cheese robbery.
Top Links 546 Childcare as infrastructure. Why Larry Summers thinks blended finance is BS and how all that is solid burst into flames.
Top Links 545 “Restructuring” Bangladeshi banks. Hurricane Helen’s impact on unemployment. High-speed trading & a fracking good time.
Top Links 544 The US housing market is stuck. The "dim Sum death cross". How young women are overtaking men & brands are triggering cognitive dissonance.
Chartbook 330: Africa & absolute poverty in an era of polycrisis.
Top Links 543 French billionaires. CGT election panel. America's manufacturing disasters & plunging global fertility.
Top Links 542 King coal. How Europe is still buying Russian gas. Big money is not speaking up for Harris & the Empresa de China.
Top Links 541 US profits have a long way to fall. Africa's new gold rush. Laos' fx reserves running low & the crisis in the Sahel.
Top Links 540 Gloom over US equities. Soros on investing first and investigating later. Active clubs & the cellular landscape.
Chartbook 329 Yelling at the TV - The non-debate about climate in the US Presidential debate and what it hides.
Top Links 539 Peru's blueberry boom. El Salvador's $1 billion US-backed loan & the legacy of migrant jails.
Top Links 538 The rise of options. "Little pipes" and "little fires". THE banana skirt & the Apple-Nike connection.
Top Links 537 TIGER indices looking grim. South Sudan's misery. The 1990s revisited and Soldier's Paradise.
Top Links 536 The crisis in Cuba. Europe's dependence on the USA. The failure of intelligence in Ukraine & from Marx to Baumol to Butler.
Chartbook 328 An economics Nobel for Biden's neocon moment. On AJR's "Whig" philosophy of history.
Top Links 535 Are long-term jobs disappearing? Air-conditioning's power demands. The sphere in trouble & red necks and red bandanas.
Top Links 534 The US share of global consumption. Central banks out of step. The history of the forklift & the quicksand society of the Soviet Union.
Chartbook 327 From "anti-core" to "felt inflation": Or how I calmed my populist demons & resolved my cognitive dissonance on inflation, and how the Fed could do more to help.
Top Links 533 Two rival railroads, one vision. China is not Cuba's 'sugar daddy' and Americans don't want a wartime president.
Top Links 532 Anti-core inflation. Olive oil mega farms and the unbearable tweetability of Adorno.
Top Links 531 Its baaaack ... lowflation in the Eurozone. Cities for the ultra wealthy. Kenyan tea & Critique, Crisis & brilliance from Llubljana.
Top Links 530 Private equity defaults & US energy and the election. Moderate minorities and Oasis and the hegemonic guitar rock coalition.
Chartbook 326 Hustle after hegemony - the businesses of the Trump clan.
Top Links 529 Europe falling behind. Chinese car shipping. The inner Mongolian energy base. The last Americans to support international trade.
Top Links 528 Why deglobalization isn't really happening. The economics of the military balance in the Middle East. Liquid conservatism & the economic history of South Korea's New Right.
Chartbook 325 Wrestling with transition thinking. Or on being "interregnumed" and how to resist it. (Hegemony notes 8)
Top Links 527 How Canada is falling behind & the West lost its lead in solar. Black Jack Adair & the history of ranching in Texas.
Top Links 526 The geography of the dustbowl. The global wine slump and living in a world of storms.
Chartbook 324 NDC 3.0 - The emissions path for China that will shape our planetary future.
Top Links 525 China’s steel export surge. Fredric Jameson’s radical conscription idea. Klaus Barbie and Cold War Intelligence in Germany and the US.
Top Links 524 Where Iran is most vulnerable. Canary Wharf on the ropes. Polycrisis in North Carolina & La Planète des Singes
Top Links 523 The US port strike begins. Flood insurance in Appalachia. Ozempic butt and Kierkegaard "party animal".
Chartbook 323: Three theories of "swing states". Or the puzzle of why and how 150,000 American voters will decide all our futures.
Top Links 522 Hurricanes blast the Gulf. European car stocks take a beating. Walter Benjamin's children's books & medium-range missiles are back.
Top Links 521 UK v. US housing prices. Harvard's miserable endowment performance & how Israel penetrated Hizbollah
Chartbook 322: "Can We Consume Our Surplus?" or John Maynard Keynes on "The Influence of Furniture on Love"
Top Links 520 The improving liquidity of Treasury markets. How 39 percent of Americans use generative AI & nostalgia for Chungking Express.
Chartbook 321 Ruination, trade interruption and downgrades: The Middle East economy under the shadow of escalating violence.
Top Links 519 China's policy shift. Berlin's Clubsterben gets real. “Aestheticising Atrocity” and the Doomsday seed vault.
Top Links 518 Machining shells. How the world's premier seed bank survived the siege of Leningrad & when the Bundeswehr came to Wales.
Top Links 517 Homeless in America. The rise of direct taxation. Bilderberg man & the rise of the poker bot.
Top Links 516 Who wanted Henry Kissinger dead. Competition in the Chinese auto market & what Orban wants in Africa.
Chartbook 320 Squeaking it out in Brandenburg: Germany's democratic establishment on a knife's edge.
Top Links 515 The climate crisis comes to Brazil. Central bank liquidity facilities. How Haiti came to the USA & the silent anniversary of Abraham Accords.
Top Links 514 The quarter-century Tsunami in central bank liquidity. Are US labour markets heating up? The Mill Hunk Herald and the economics of video games.
Top Links 513 Angst in Germany. The demise of defined-benefit pensions in America. Indian demand for gold & fixing up the doomsday machine.
Top Links 512 How climate change is coming for your Mimosa, AI ate the market for software engineers & Elon is polluting the night sky.
Chartbook 319 Talking about a Marshall Plan ... for "Clean Energy" (Hegemony Notes 7)
Top Links 511 German industrial decline. Chinese deflation. Copper-smithing in Afghanistan & postwar Finland and the making of gun country.
Top links 510 American voters, the economy & Trump's dodgy crypto schemes. US army reorganization & Das Kapital's birthday.
Top Links 509 The first one-child county in China. Jesse Jenkins on electricity. Vitalpolitik or why ordoliberals like gardens.
Top Links 508 Monetary policy and the mortgage market. Fed "narrative table tennis". Syria's new uprising & the "uptown-girl view" on bows.
Chartbook 318 How Europe became a failed model of state-capitalist relations. ... or Europe according to the Draghi report (2)
Top Links 507 Whiplash for low-income Americans. NIEO at 50. Who voted for the AfD & Anders on the world as "Phantom and Matrix"
Chartbook 317 Draghi's view of Europe (1): Investment, R&D & the US-EU comparison
Chartbook 316: Putting the unipolar epoch of climate politics in its place. Or, the mixed economies of the climate crisis (Carbon notes #14)
Top Links 506 Use dollars or face Trump's tariff wrath. Eds & Meds. Rejigging the US Army and a strike in Formula One.
Top Links 505 Selling Treasury Bills. The storm clouds at VW. Longshoremen poised to strike & the timeline of falconry.
Top Links 504 Warhol's skulls. American-made cars for Americans. Cooling off the hotpot business & wild honey.
Top Links 503 Low-pay Americans & the Big Mac index. Japan's LNG empire & how WWI made Gillette & the disposable razor.
Chartbook 315 Talking about Bangladesh. Or, rather, why aren't we talking about Bangladesh?
Top Links 502 Pennsylvania, Pennsylvania, Pennsylvania. Copper looking sick. How private assets surged & the man who loved plastic bags.
Top Links 501 Nvidia, AI and macroeconomics. Dürer and the wire factory. Enzensberger & the history of needles & sewing machines.
Chartbook 314 Analyzing the right-wing swing in Germany
Top Links 500 A tale of two wars. How the US tax system was built. Eurozone real wage stagnation. RIP Hvaldimir, the Spy’ Whale.
Chartbook 313 Being realistic in the polycrisis? Or, does the West/global North know what time it is?
Top Links 499 Lower-income Americans under pressure. America’s giant Western Solar Plan. US multinational employment. India's 1970s crisis.
Top Links 498 New central bank leadership in Brazil. US recession risks. Shin on the Yen carry trade & Sudan's escalating famine.
Top Links 497 The realities of US rail. US decoupling v. EU integration with China & the biases of cancer research.
Top Links 496 The mountains of debris in Gaza. Chinese hits back on semiconductor materials. The coming war that nobody is talking about.
Chartbook 312 Hezbollah's shadow bank and Lebanon's disaster capitalism.
Top Links 495 Depression in the USA, China and Africa. François Tosquelles and the Psychiatric Revolution in Postwar France & Blumenthal on building layers of fear.
Top Links 494 Bonds in the very long run. Billionaires fight over Indian cement. Roof battles in Weimar Germany. Wayne Thiebaud's fascination with highways.
Chartbook 311 Bondholder & the deflation interest (Hegemony Notes 6)
Top Links 493 Exxon's mediocre century. Big Ag's global leverage. New strains of Mpox & turn-of-the-century economic history at Harvard.
Top Links 492 Survive until 25 - the pressures building in US commercial real estate. The shake-out in the start up scene & how we sleepwalked into an MPox emergency.
Top Links 491 How partisanship drives US consumer expectations. The reality of the carry trade unwind & maneuvering in the military-industrial complex.
Top Links 490 Why US community banks and Fintech don't go. How Western airlines are dropping their China routes. Weimar's inflation and beached whales in Zurich.
Chartbook 310 The shock of the new: Dollar dominance and modern monetary macro in the 1920s. (Hegemony note 5)
Top Links 489 Brazil's soy domination. The AI investment boom. Hegel on revolution & nuclear arms racing.
Top Links 488 Germany's gigantic trade surplus. Debating Walmart's grocery power. Max Headroom the first "AI" newscaster & the Sudan crisis.
Top Links 487 When China overtook India. The prime broker-hedge fund nexus. Mislaid RPGs and a controversial Brazilian economist.
Chartbook 309 Can Western carmakers derisk in China? The unreality of geoeconomic realism.
Top Links 486 The Biden-era oil license boom. How the Granolas dominated EU equity markets. Bay of Bengal geoeconomics and China's basal moon flag.
Chartbook 308 Stock market turmoil from the perspective of the very long-run.
Top Links 485 World semiconductor trade recovers. Ukrainians on negotiations. The historic COVID-spike in US federal spending & NASA cancels America's moon rover.
Top Links 484 The Mpox alarm. How trend-chasing went bad. How Russian gas still flows through Ukraine. Inside GunTube.
Chartbook 307 To live or not to live with polycrisis: The USA, Mexico and the need for a regional policy in Central America and the Caribbean.
Top Links 483 Vol of vol. The risible scale of green finance. The KKK as ponzi scheme.
Chartbook 306 Nodes, rebar and private equity- How Intel, the weak link in the chip strategy of Bidenomics, is resorting to financial engineering to raise billions for fabs.
Top Links 482 Dissecting the sell-off: Japan's rebound. Turnaround Tuesday. Buffett's cash pile. Dispersion trades & bond market reactions.
Chartbook 305 Yen carry trades and the turmoil in global fx and equity markets.
Top Links 481 Market sell-off special: Are recession risks real? Sahm v. Perkins rule. Credit card normalization. Unwinding technicals.
Chartbook 304 Hegemonic malfunction USA 1919-1923 (Hegemony note #4)
Top Links 480 The opaque private equity-bank nexus. Canada's R&D gap. Ethiopia's low wage economy and the Azawad Tuareg that humiliated Wagner.
Top Links 479 Minimum wages. Insurance losses. Immobility in the USA. Siren sounds & ant art.
Chartbook 303: The climate stakes in the 2024 US election. Is recarbonization in America's future? How much difference might Trump-Vance make?
Top Links 478 Labour disputes in China. Europe's low-growth normal. West Bank banks drowning in cash. Gaming the horror of trench warfare.
Top Links 477 The irreversible COVID-shock to US spending. EU bracing for trade war. The secret of the Sierra Madre.
Top Links 476 Jim Crow & black economic exclusion. America's debt-to-revenue ratios. Eurozone credit flow. How coconuts spread around the world.
Top Links 475 Tariffs as the mainstay of the US fiscal system. How Chernobyl killed nuclear power globally. North Korea's garbage barrage. Oliver Cromwell's head.
Chartbook 302 Kamala v. crypto. Is 2024 really a Silicon Valley election? Or is this about "making Bitcoin great again"?
Top Links 474 The Cyprus civil war. Dirty Andrew's very grubby bank. Public-sector pension funds force PE to up its labor standards & ancient glass.
Top Links 473 The curse of malnutrition. Silicon Savannah. Latino entrepreneurship & the Greater Asian Co-Prosperity Sphere.
Chartbook 301 Liberty Loans: the Great War & the making of the hegemony problem (Hegemony notes 3)
Top Links 472 Kamala Harris's intellectual-political lineage. Radical dads in postcolonial economics. Taking H5N1 seriously & how religious Americans vote.
Top Links 471 Global billionaires. “There is a crack in everything/That’s how Chinese imports get in”. Theaters of War. James Scott in memoriam.
Chartbook 300 Vance, Trump and the shifting coalitions behind Republican economic policy
Top Links 470 Gaza cash shortage. Data center capex surge. Axial age of modern economics. Russia's giant losses.
Top Links 469 Global population revised. Hydrogensoufflé. Mechanistic Interpretability. The Man Who Fell To Earth.
Top Links 468 Hegemonic trade. Iran's demography. India's lagging agriculture. The dinosaur for sale at "geek week".
Chartbook 299 "Shit life syndrome", Starmer's Labour Party & the UK election: democracy under conditions of deconvergence.
Top Links 467 Profit-deflation in the Eurozone. The best-paid cops in Boston. Art-engineering. Wole Soyinka's poetry.
Top Links 466 Creditor on creditor violence. Why Gaza is starving. England's lagging cities & Soyinka's poetry.
Chartbook 298 Built not Born - against "interregnum"-talk (Hegemony Notes #2)
Top Links 465 Global labour productivity growth. China's changing attitudes to inequality. Bullet-vending machines & Agarwood scarcity.
Top Links 464 How manufactured goods came to dominate global trade. Global migration. Xi Jinping thought debated. Paz's Alternating Current.
Chartbook 297: The American migration crisis.
Top Links 463 Credit card shock. Wall Street's mega cap divide. Sudan in crisis & the business of people smuggling.
Top Links 462 Mega banks pull away. Deport, arrest, return. Samsung on strike & Turkey's stray dogs.
Top Links 461 American energy history. Raiffeisen under sanctions pressure. Pakistan's debt load. Waiting for the barbarians.
Chartbook 296: Project-power (Hegemony Notes #1)
Top Links 460 America's rates shock. Nigeria's petrol worries & how Trump almost blew up NATO.
Top Links 459 Solar as global #1. US oil rigs surge. Iranian gold hoards & Meloni's Tolkien fandom.
Top Links 458 Passing the stress tests. Affording a "coffin on the go" in Iran. Buffett on class warfare & Blumenberg on politics.
Top Links 457 Can Biden be helped? Who gained from globalization? The US farm crisis and Ohio's Fentanyl disaster
Top Links 456 Dollar doomsters. Unemployment v. inflation. African aid. The GOP's divide on Israel and "Love after Love"
Top Links 455 US and China drive global growth. Building an oil state in Guyana. How to meet the Chinese EV surge and Michel Foucault live.
Chartbook 295 The War of the villages: the interwar agrarian crisis and World War II (Thanatocene mini-series #3)
Top Links 454 Consumption inequality. Investment banking in China retreats. The Herstal strike and the banana wars.
Top Links 453 The US Treasury market, the economics and politics of France's historic election, AI power demands and the Hajj heat disaster.
Top Links 452 The US LNG push. Central bank independence in question in Brazil. French democracy & big money. Atatürk & Lenin.
Chartbook 294 Whither China? Part 6: Between now and early 2025 Beijing faces a world-changing climate decision (also carbon note 15)
Top Links 451 How the tech sector dominates S&P500, Europe's defense boom, Argentina's recession shock & Pax Economica.
Top Links 450 China's consumption problem. America's real politico-judicial constitution. Liquid dependencies & the Projectariat.
Top Links 449 The 1953 rebellion in East Germany. Pricey tankers. How Transnistria survives & Roman cities.
Top Links 448 Latin America's stalled integration, the temptations of Belousov, Brecht's anthem and Task Force 58
Top Links 447 Gulf bailouts, the roots of China's EV dominance & the Lobito corridor
Chartbook 293 "Nope!" or the political void at the heart of Europe's supposed safe haven - Germany after the European elections.
Top Links 446 Why older Americans trust Biden's economics. Gulf bailouts. Chinese military spending. Ferrante's Naples.
Top Links 445 Big trouble at America's small banks. The long twilight of gold. Post-constitutionalism & housing struggles in 1970s Britain.
Top Links 444 Why Michigan unemployment matters. Nvidia's relentless surge. Global fish farming and the booming market in night vision.
Chartbook 292 Less Green - the shifting political balance in Europe and Germany after the elections.
Top Links 443 AI-intensity of economies, the end of monetary policy history, China's regional disparities & the reach of Ukraine's drones.
Top Links 442 AI as systemic financial risk. The economics of famine. Mexico's wealth panic & how H1B visas are upending the global cricket rankings.
Top Links 441 AI, tech & the US stock market, South Korean gas, Rafah's destruction and Nestlé coming for your pets.
Chartbook 291 Anglo-Thanatocene, or D-Day as liberal militarism (Thanatocene mini-series #2)
Chartbook 290 The markets and democratic surprise - India, Mexico, South Africa
Chartbook 289 D-Day 80 years on - World War II and the "great acceleration" (Thanatocene mini-series #1).
Top Links 440 Germany's AAA, Ethiopian peasants meet EU bureaucracy, the Svalbard cable & Machiavelli and W.E.B. Du Bois.
Chartbook 288: Germany in Europe 2024 - From reluctant hegemon to policy vacuum.
Top Links 439 Houston's real estate bust, Europe's credit crunch, a downgrade for France and Syria's narcostate.
Chartbook 287: After the verdict: American money and Donald Trump
Top Links 438 Oh no, mortgage-backed securities are in trouble again! Sweden's surprising unemployment. Vietnam's currency under stress & the history of the Holy Alliance.
Top Links 437 Drooping investment. How China's services could grow. America's German atomic cannon & El-Sisi's Bedouin warlord.
Chartbook 286 The Berlin Summit Declaration and the new consensus around industrial policy.
Top Links 436 Artificial Intelligence v. Artificial Idiocy (aka crypto mining) v. Operation Goldfinger. How Assad is earning dollars from the Hajj & Dunkelflaute, the nightmare of renewables.
Top Links 435 Big investments in tiny chips. Green tax credits. Europe's out of date geophysics & the economics of assassination.
Chartbook 285: Cal-Tex - How Bidenomics is shaping America's multi-speed energy transition. (Carbon notes 14)
Top Links 434 America’s International Emergency Economic Powers Act. The threat to Palestine's banks. The Carnation revolution & the miamification of Madrid.
Top Link 433 The American labour market. Cheaper crude or no more food. The history of BBQ & donkeys at risk.
Chartbook 284 Gaza: "the decade after" - the surreal geoeconomic imaginary of Netanyahu's "economic peace"
Top Links 432 Iran's aging planes. America's exclusive mortgage market. Breaking Putin's heart and India's complicated FDI balance.
Top Links 431 The Manicure Economy. Billionaire Raj. The UAE as a (family) company state & how corporations built Empire.
Top Links 430 Child labor in the USA. National staffing quotas at the ECB? Prehistomanie & the history and poetry of sperm oil.
Chartbook 284 The beginning of a new era: How the "global" energy transition is happening in China (Carbon Notes 13)
Top Links 429 Homeless in the rich world. How the BoJ ate the stock market. The world that Sec 301 made and the plot to kill Thatcher.
Top Links 428 Syria's currency collapse. America's lame EV charger rollout, domicide and liminal time.
Top Links 427 The price of orange juice. The puzzle of the price index. Assad under pressure from his Iranian creditors & Napoleon III's American empire.
Top Links 426 Debt delinquency in the USA. Putin's top technocrat and preparing for the "next fight" in the Pacific.
Chartbook 283 Trump, trade, capital controls and the future of the dollar: the Lighthizer-Pettis connection
Top Links 425 The problem with Pemex. Why Ukraine's drone strikes on Russian oil make sense. Feeling safe v. being safe & the Workshop of the World.
Top Links 424 Big Inch and Little Big Inch. How Detroit risks going the way of the Dodo. The strange death of Social Europe.
Top Links 423 The most profitable year in the history of American big oil. How the media reinforce America's obsession with gas prices & the rattiest cities ... in America.
Chartbook 282 $61 billion is not enough. Why the Biden administration needs a ceasefire strategy in Ukraine.
Top Links 422 Biden, oil President. The trillion dollar pile of unexited companies. Ballard's garden of time & Dien Bien Phu 70 years on
Top Links 421 Serbian copper, railways, China, UAE, AI & Tito's cookbook: The Belgrade connection - apropos of Xi's visit
Top Links 420 US labour market bifurcation, Gazprom's terrible war, mapping DRC's disaster, Stiglitz on the economics of the scam.
Chartbook 281 137 million people: From DRC to Yemen - a megaregion in polycrisis.
Top Links 419 How the Anglosphere fails to build housing, EM under pressure, Chiquita's death squad funding in the dock & Hannah Arendt's FBI file.
Top Links 418 Yen-dollar volatility, soft commodity collapse & China's May 4th movement at 105.
Top Links 417 Plummeting top tax-rates, BP & the future of Gulf oil, Keynes & endowment management & democracy's problem with the future.
Top Links 416 Americans fear the economic future, Argentina's slump, the Ford truck glut & cuteness studies.
Chartbook 280 The state as blunt force - impressions of the Columbia campus clearance.
Top Links 415 The jumpiness of US Treasury markets, the economics of civil war, Moshi-Tora & South Sudan's sovereign debt.
Top Links 414 Yen-dollar testing historic limits, Boeing on the brink of junk, the crisis of accounting & the museum of plastic lost at sea.
Top Links 413 Why the Pentagon buys Chinese-made ships, growth in the Philippines & the libidinal fantasy of campus.
Top Links 412 Wage growth in America, a Chinese take on financial crises, the Venetian empire and vapor trails over Wales.
Chartbook 279: Columbia University's "crisis" - a political economy sketch map.
Chartbook 278: Recasting Bourgeois Europe ... almost at fifty. In honor of Charlie Maier.
Top Links 411 Ukraine's power imports, cash hoarders, PE's $3.2 trillion embarrassment & the last class of a Harvard legend.
Top Links 410 Gen Z takes over. Underwater Afrofuturism and why California can't insure its fire houses.
Top Links 409 The looming debt crunch, global gold rush, the "Bloody Ground" & little Egypt ... in Illinois.
Top Links 408 The boomer wealth cascade, America's local death spirals, Buchenwald's roll call & modes of injection.
Chartbook 277 The world is still on fire! (Summers & Singh) - the disaster of development finance in 2023.
Top Links 407 Why you shouldn't believe the CPI hype. NY's tax colonoscopies and Florida threatens Chinese with prison for buying property.
Top Links 406 Data-dependent central banking, China's nuclear power surge, project gnome & Ukraine's middle-aged army.
Chartbook 276 Soft, slow and scarred - the IMF's take on the world economy in April 2024.
Top Links 405 The costs of resilience. Are European bombs over-bought? Costco v. the PBoC and the deadly polycrisis in Ethiopia.
Top Links 404 Biden's sanctions assault. Quiet luxury's fate hangs in the balance in Asia and the rate of return on expensive American education.
Chartbook 275: After the Iran-Israel escalation, where does the global economy go next?
Chartbook 274 From Bauhaus to Buchenwald .. to mid-century cool.
Top Links 403 Making chips is REALLY hard, millennial housing inequality, victims of fortress Europe & the VW unionization drive
Top Links 402 Downtown death spiral, doubting the Marshall Plan, Foucault on the mesh of power & the summer of theory
Top Links 401 Did globalization really plateau? West African heatwaves, the law of general averages & rebuilding Chinese culture
Top Links 400 Brazil's size, the pain of long COVID, IG Farben's empire & how Storm Shadow actually worked.
Chartbook 273: Feeding the world, whilst "sparing land"? Debating the rise of modern Brazilian agriculture.
Top Links 399 Industrialization before the industrial revolution, the ECB's suite of models & the sixtieth anniversary of Brazil's military coup.
Top Links 398 America's migrant boost, Zimbabwe returns to the gold standard, drones v. recruits in Myanmar & Europe’s exoatmospheric deficit.
Top Links 397 Sweden's inequality surge, the drama of China's demographic transition, all-American "worm grunting" & Gadamer's bitter retirement
Top Links 396 Fewer hours worked, Ukraine's European farming dilemma, the rise of Comancheria & coups in Korea
Chartbook 272 The case for a big vaccine push (despite the political economy). It's time for a new golden age in global health.
Top Links 395 Baltimore insurance claims & the logic of big ships, Indian growth arithmetic, Tajik poverty & Bavaria's space moment.
Top Links 394 Chips for America, Russia's nitrocellulose imports, listening to Yemen & America is thinking about building a railway ... on the moon!
Top Links 393 Drug shortages, Mongolia's climate cataclysm, South Sudan's pipeline crisis & McCarthy on the reification of thought.
Top Links 392 Unilateral financial disarmament, the cocoa bean shock, the Congo canyon, intranquility and how Swedes know what it means to feel older.
Chartbook 271 Reasons of State: Memory politics, U-Boats, Iran & the German-Israeli relationship
Top Links 391 Can labour save Boeing from itself? The global infrastructure finance boom, the economic history of the holiday resort & the payoff from a Strep vaccine
Top Links 390 The bleak future for Nigerian oil, why the US doesn't want Ukraine to attack Russian refineries, Putin's pensioner problem & the central heating revolution.
Top Links 389 American protectionism, fossil fuel rearguard, Cuban protests, two visions of American transport - Chrysler vs Amtrak & how the Black Panthers mapped Yale.
Top Links 388 America's stable economy, Brazil's China dilemma, Nepal's lurch to the left,Latiff Mohidin's Pago Pago & the "funky drummer".
Chartbook 270: How Russia makes missiles - an important report from Rhodus Intelligence
Top Links 387 America's aging capital stock, Japan's trade union breakthrough, instant noodles taking over the world & the decline of hobbies.
Top Links 386 China's investment shifts gear, Sudan's refugee crisis spills over, southern African drought & America's history crisis
Top Links 385 China's vanishing statistics, Mexico's investment boom, why German carmakers don't want tariffs on Chinese EV & the Rangoon School
Top Links 384 Gaza's famine, Malaysia's currency under pressure, PE impasse, pickles for millenials and Hjalmar Schacht's host in Indonesia.
Chartbook 269: Alderney, or the delirious arithmetic of modern mass violence.
Top Links 383 America's grotesque Gaza policy, the UK impasse, Turkey's balancing act, China's satellites, a life in three colors.
Top Links 382 Global asset management rankings, living in private equity times, nuclear overkill & Chinese migration.
Top Links 381 Rising interest rates, Chinese defense stocks, Houthi shipping secrets & the future of air conditioning
Top Links 380 How Congress is holding up the defense-industrial boom, China's green hydrogen push, Keynes on the politics of time &. a disaster brewing in Congo
Top Links 379 Ailing Chicago, the new China shock, what resembles a grave but isn't and fear of peace.
Chartbook 268: "How can we not know?": CAR and the challenge of tracking a silent crisis.
Top Links 378 Biden & the oil industry, from guns to butter, shrinking Korea, Pax Economica & bitcoin's mad power consumption
Top Links 377 Xi's crackdown on bankers, the world's most polluting power plants, on book-buying, flatscapes, the Kaiser on future ships & Oswald's swan.
Top Links 376 The industrial policy moment, the mining deadlock, good sex as body horror & the future of liberalism.
Top Links 375 Chocolate "crisis", the first single-line railway linking Mexico to Canada, Tate & Lyle, Samson's lion & zoom music.
Top Links 374 The new armaments boom, how to build places for people to live, Eswanti's ship register & Marx to Darwin
Chartbook 267 JET-P: The "Paper Tigers" of Western climate geopolitics (also Carbon Notes #12)
Top Links 373 Ordeal by Roses, US bank worries, Gazprom's losses, misfiring missiles & Bismarck's legacy
Top Links 372 China's New Year spending, the history of the growth paradigm, outlaw electric trikes and the Autobiography of Red
Top Links 371 The UK's grim trajectory, dumb & dangerous banks, the authentic Iranian face at risk & Morin on Gaza
Top Links 370 America's big spending, German weapons, consolidating Permian & Kant and global chaos
Chartbook 266 Israel's downgrade
Top Links 369 The lasagne of European farm politics, South African power cut misery, uninsurable weather & Adrienne Rich
Top Links 368 The first Chinese capitalists, war in Africa now, BDS is working & the art of doing nothing
Whither China 5: No, China is not competing with India for Wall Street's attention.
Top Links 367 What's happening to dollars, who makes AI, business and the far-right & Foucault's dissertation
Chartbook Carbon Notes 11 China's energy transition path and the global carbon budget
Top Links 366 China's balance of payments, the tricky business of Saudi sovereign wealth, Libyan fuel smuggling & slow food.
Top Links 365 Commercial real estate tremors, asset management dominance, Sudan's battles, El Nino, Somalia's flooding & Africa's cholera emergency
Top Links 364 The US-EU equity divergence, nuclear cost explosion, uptown and downtown rats, Silicon Valley and the "mystery" of the human ovary
Top Links 363 Gaza's destruction, how motherhood hurts careers, America's global profits, cricket flour & the parable of the hostages.
Chartbook Carbon Notes 10: In China, clean energy is now THE driver of overall economic growth.
Top Links 362 Eurozone pancake landing, the rise of Saudi oil power, unsticking Sri Lanka's debt impasse & Marcher Lords
Top Links 361 Europe's population, Russia's Chinese links, global arms spending & what the super-rich consume
Top Links 360 ECB's wage obsession, Meloni v. the Agnellis, illegal sand mining & R-rated profits.
Chartbook 262 Crisis Tribes - On Europe Now
Top Links 359 NextEra v. the GOP rollback, ASMLs global sales, the Gen Z gender-divergence & Britain's theorist of countergangs
Top Links 358 Bond markets on fire, Cairo revamp, Libyan flood aftermath, Aron on Europe & NATO, plus fascism in America
Top Links 357 African default risk, multinationals plead for Nippon steel, sinification of the burger & boy meets machine tool
Top Links 356 Ten percent of US GDP - the secret size of local government, container rates pop, the gunpowder revolution and Spermageddon
Top Links 355 Yield-curve mystery, Kuroda's personal history, thirteen ways of looking at money & more drones than men.
Top Links 354 Ukraine's fx drain, passive overtakes active, the globalziation of US migration & underpricing carmageddon
Chartbook 261 On Europe: A failed project of state-capitalist relations? The Eurozone at 25 (part 2)
Top Links 353 Retail recovery, banking rules clash, Boeing's shame & paying for sea lane security
Top Links 352 China's silver economy, Gulf Coast LNG terminals in question, sci-fi chip manufacturing & the forlorn hope.
Top Links 351 China deflation, German stagnation, Shell "exits" Nigeria & preparing America's cadets for a constitutional crisis.
Top Links 350 Bond investors believing in fiscal stories, editing the China story, paying for cars in America and reading Italo Calvino's resistance novel.
Top Links 349 Middle East insurance pullback, beyond BRI, Strike Germany & Chile as the end point in the commodity chain of fast fashion.
Top Links 348 Chinese deflation, Nigeria's 1st oil refinery, Blackrock's ESG retreat, NYC derailments and the future as a political idea
Top Links 347 South Korea's economic miracle, brandy trade wars, Jon Elster on Raymond Aron and Mead & Baldwin on race
Chartbook 260 On Europe: Beyond failing forward? The Euro at 25 (Part 1)
Top Links 346 Sudden stop in the Euroarea, ExxonMobil's secular stagnation, Chinese speed & Monet and money
Top Links 345 Africa's new lost decade, Saudi's sovereign weath activism, bucks for bangs, vehicle-based homelessness & the history of polyamory
Top Links 344 Pessimistic talk in the West, the argument against confiscating Russian assets, medieval megafloods and de Beauvoir
Chartbook 259 Germany's CO2 emissions plunge. But all is not at it seems
Top Links 343 Bank worries, untracked fishing, the fall of Robespierre, Heinrich on Marx, Kronos and the remaking of the string quartet
Top Links 342 Worrying mortgage debts, Dutch lithograph machines, Ethiopia's drive to the sea & the history of Vesuvius.
Top Links 341 Why Gaza matters, Alibaba's struggles, the fire next time & The Rise of Modern Chinese Thought
Top Links 340 The population revolution of the 20th century, Russia's machine-tool supplies, ice-free Great Lakes and the radical 1970s
Chartbook 258 War, peace and the return of history in 2023
