Sitemap - 2026 - Chartbook

Top Links 1128 Are we in a tri-polar investment super-cycle? Fewer babies in Delhi. Indian satellites see through the Monsoon & forests and the French revolution.

Top Links 1127 What the war is costing Americans. The rise of Brazilian oil. Nigeria's extraordinary women & why everyone likes Toyotas.

Top Links 1126 Forget Hormuz it's all about the IPOs. Common prosperity, without illusions. When India shrinks & a little domestic argument about how to fix the space station.

Top Links 1125 AI segmentation. India in financial trouble. The African impact of the "Lisbon earthquake" & "nothing is as far as here".

Chartbook 451 What times are these? Crying fire in a Berlin lecture theatre.

Top Links 1124 Comparing yields. Avoidable deaths. The tshukudu's of Goma & poetry from the factory floor.

Top Links 1123 Financially conflicted. How Nvidia nudged Micron onto the AI train. Kültürkampf & Chinmaxxing Russian elites.

Top Links 1122 Anthropic overtakes OpenAI, China's mine explosions. Istanbul - megacity & "Like you".

Top Links 1121 Nvidia v. Cisco. China's education deficit. Fear of History & The Errancy

Top Links 1120 US Stock Market Bubble Concentration. AI-related Stocks. Post-War Iranian Economy & The Paris Commune.

Top Links 1119 The 14th oil shock. Japanese car makers in Canada. Stuck on diesel & "What the end is for".

Top Links 1118 Iran's Migration Picture. Russia's Economic Slowdown. Chinese Fiscal-Nicotine State and May Chandavong

Top Links 1117 The biggest profit-sharing exercise ever? Running out of sulphur. Where Chimerica still lives & Japanese Taiwan.

Top Links 1116 The artist of camp S-21. Inflation and real wages. Sexual Market Value and the politics of the Tatras.

Chartbook 450: Modern growth surges. Or, why China's economic development is unique in human history.

Top Links 1115 Claiming medical sovereignty for Brazil. How Airbus views Africa. An Emperor and his falcons & Woolf on the pose of criticism.

Top Links 1114 Bond Market Jitters. Supply Chain Shocks. The American Den of Pirates and American Health Improvement.

Top Links 1113 Profitless in space. Arguing over grocery prices. The icon of the British war economy & Marx on Sicily.

Top Links 1112 Semiconductor decoupling. Powell's politics. Industrializing Ogaden. Free trade and the Magna Carta.

Top Links 1111 The unlikeliness of an Nvidia default. The end of the beginning in Hormuz. The Economist on Mao & Zoroastrian Zeligs.

Top Links 1010 Bond breakout? Big effects of bad data. Immigration and thermostatic politics & dad-chat is coming for dad-books.

Power merger. Are we about to run out of petrol, diesel or jet fuel? "A world more equal" & German U-boats in Argentina

Top Links 1109 Power merger. Are we about to run out of petrol, diesel or jet fuel? "A world more equal" & German U-boats in Argentina

Top Links 1108 The bank that outgrew a (small) country. Shades of Labour economics. What the DoD can see.

Top Links 1107 How Asia trumped the petrodollar. Ethiopia's debt troubles. The Fall of Victory Day in Kazakhstan & China's goodreads.

Top Links 1106 Missiles made in Arkansas. More houses more babies? The Ebola emergency & smart talk about ugly feelings.

Top Links 1105 America’s dependence for Rare Earths. Russia's Wartime Economy. ASEAN Energy & the German SPD

Top Links 1104 Target balance within the Eurozone. Veblen babies. potato blight of the 1840s. US troops in Germany.

Top Links 1103 Biofuel boom. A plague of deer. Writing in the age of AI. Trajectories of the neo-gothic.

Chartbook 449: Voldemort on Threadneedle street. The Bank of England and the "haunted house" of English politics.

Top Links 1102 AI circularity. Egypt's land monetization. Young people quitting Beijing & the BJP's triumphant march.

Top Links 1101 Will "gas" hit $5? Capitalists =/= capitalism. "After Order" & the hidden charms of the "London system".

Top Links 1100 Big tech's investment spending. Selling India. The first Red Flag. The revolution in tactical medicine.

Chartbook 448 Price controls, nationalization, financial repression, fiscal-monetary coordination - embracing the Four Horsemen of Heterodoxy

Top Links 1099 Lopsided stock boom. Why UAE exited OPEC. Mexico and Brazil cutting the working day. How the Guardian responded to the General Strike.

Chartbook 447: The US economy in May 2026 - How much cognitive dissonance can you handle?

Top Links 1098 Shrinking the Federal government. European convergence. Cod and the new Cold War, plus the origins of desert blues.

Top Links 1097 Tariffs really are bad for your economy. The complacency of the US elite & the lost paintings of an Ethiopian master.

Chartbook 446 Soft power with Chinese characteristics? Notes on Chinamaxxing.

Top Links 1096 America's AI import boom. The pushback on Chinese pea protein. Rethinking the industrial revolution & what are "material interests"?

Top Links 1095 Running out of fertilizer. Why not to worry about space constraints on data centers. Yellow filtering the world.

Top Links 1094 Scaling tech layoffs. Why to run the economy hot. Money doctors from Japan & Hobsbawm's biography.

Top Links 1093 The GOP-tax problem. The SF consensus. The genesis of the modern state & literature after Auschwitz.

Top Links 1092 Big oil is not coming to Trump's rescue. Tanzania's gas play. Metal Weber & "Origin Story".

Chartbook 445: Is a "China shock" coming for the "big ag" food regime?

Top Links 1091 Price shocks. The economics of fathering. Dandyism, intellectualism and Japanese feminism.

Chartbook 444: Rolling back the "big Fed" - Kevin Warsh, the Hoover Institution & the conservative critique of the administrative state.

Top Links 1090 US energy policy impasse. The global hierarchy of defense R&D. Early modern comparative religion & the true face of the Qing.

Top Links 1089 Is America's long consumer boom faltering? Making up for Hormuz. Fascist Disneyland & an alt-history of the Cold War.

Top Links 1088 "Currencies aren't just vibes". Big tech cutbacks. UAE pressures Pakistan. Not enough Dante.

Top Links 1087 Why 2026 is not 2022. That intel stake that keeps on growing. Thai petrol smuggling & Sartre's bizarre lifestyle.

Top Links 1086 The war and the markets. Iran's defense spending. The battle of Vercors & the first athlete.

Top Links 1085 Data-center blowback. Nazis in Liechtenstein. Underground war and bringing the dead back to life.

Chartbook 443 Hard-working hegemon? Why 21st-century America is not like Edwardian Britain.

Top Links 1084 The new normal in America's political economy. Syrian property deals & the Trumps. Burial at sea and the history that made Lee Kuan Yew.

Top Links 1083 China investing in batteries, India in dockyards. Big cuts in big tech & "Talking with Sartre".

Chartbook 443 "Obscurity to Notoriety" - Bessent, the UAE and how"swap lines" morph into "slush lines".

Top Links 1082 China's oil reserves. Global hunger. America's megadrought & Adorno v. Gehlen.

Top Links 1081 Time for a cartel of oil-importers? The US as roving bandit. Modern illiteracy. Far-right France.

Chartbook 442: Global imbalances - A new cocktail in old bottles: World Economy April 2026:

Top Links 1080 The largest companies in the world. Indian divergence. RIP Robert Skidelsky & Black Boys on Mopeds.

Top Link 1079 The tanker convoy to the Gulf coast. Explaining the market disconnect. Eastern Libya's money man & the scandal rocking China's chess establishment.

Top Links 1078 The stealth manufacturing boom in the US. How will the world pay for the US AI boom? The Xi Jinping school of journalism & the sorrows of Burkean liberals.

Top Links 1077 The hyperscaling upper bound. Why the rupee matters to Modi. The air-pollution mega-killers & sunken treasure in the Bay of Algeciras.

Top Links 1076 "Looking through" Iran. Japan's car industry in trouble. Gum arabic and the Sudan conflict. India threatens Bangladeshi migrants with ... crocodiles.

Top Links 1075 Global uncertainty. Why global growth in 2025 was so resilient. Guyana's boom & how the Chicago School confronted AIDS.

Chartbook 441 The Two-Faced Present - A conversation about the “short twentieth century” – and the paradoxical twenty-first with Wang Hui (in collaboration with Equator magazine)

Top Links 1074 The last prewar tankers reach their destinations. Our euro, your solution? Who are the Dems? Everday life as "scanty residue".

Chartbook 440: Between complacency, escapism and cognitive dissonance. Impressions from the spring week in Washington, April 2026.

Top Links 1073 Schumpeterian waves in the US economy. Deaths from malnutrition. How Ukraine survived & The path to the nest of spiders.

Top Links 1072 Medium sour - the oil the US imports from the Gulf. Poland's armaments boom. The Wildfire Season in the US & the battle over marmalade.

Top Links 1071 The Australian diesel armada. The health-care labour market slump. The history of cherry tree blossoming & the "assumption of inertia".

Top Links 1070 From coalstate to electrostate. The revenge of the old economy. Killing cities. “The stance upon the ruined abode”

Top Links 1068 How Orban's Hungary is lagging. The ruptural unity of crisis. The Prince and his heir & why exams are bad for you.

Top Links 1067 The collapse of the New Deal financial order. The weakest links in the yield chain. After the Postwar moment, "are we the baddies"?

Top Links 1066 Why US health care is so expensive. Hysteretic noise. Targeting pistachios & Family Values.

Top Links 1065 America's aging homes. Russia's Iran windfall. Frederick's victory at Leuthen. Sci-fi, science and capitalism.

Top Links 1064 Jobs v. cardboard boxes. Pakistan makes public transport free. The African retail battle. Bousquet or the "grand arrangement".

Top Links 1063 US crude oil production breaks records. China clashes with BHP in the iron ore market. When Disney lionized Hitler's rocket scientist & dancing on the great firewall.

Top Links 1062 China's pork glut. Desalination at risk in the Gulf. India embarks on its census & Schoenberg's coalition chess.

Top Links 1061 Chinese safe haven bonds. DC delusions. "The interference of two wars". The struggle for mobility in the DRC.

Chartbook 439 Electrostates v. petrostates. Clarifying a tricky distinction.

Top Links 1060 Foreign central banks are selling Treasuries. AI-enabling imports. Chevroletstan. Italian terror and Atlanticism.

Top Links 1059 California running on batteries. The ethanol racket. Little treats. Monarch of my sorrows.

Top Links 1058 AI doom loop. The travails of the Chinese yacht market. AIPAC's shifting strategies & the Tapestry of the Great Fear.

Top Links 1057 Chinese energy trends. The Asian presence in Silicon Valley. Trump and the Ostrogoths. Adorno and Hegel.

Top Links 1056 Fertilizer plants out. Warehousing people. Overcoming modernity. Normcore.

Chartbook 438: "The continuation of critical theory by narrative means" - Alexander Kluge and the anti-realism of feelings.

Top Links 1055 Trump as the Duke of York. The OpenAI ecosystem. Boost-phase interception & the first AI-war.

Top Links 1054 The frozen housing market. Wearing Cuba down. Dead fire rekindled & Trumpian power as a source of enchantment.

Top Links 1053 The costs of the Iran war. VW to make the Iron Dome. Hegemony is what you make of it & Sarkozy's prison notebooks.

Top Links 1052 Where China gets its oil. How Aramco earns its profits. When Portugal controlled the Straits & NATOpolitianism.

Top Links 1051 Looking at the wrong oil price. Insuring the Straits. Rupee weakness. Epstein and primal fathers.

Top Links 1050 The geography of world trade. Demolitions in China. Child labour & Ashbery on the problem of anxiety.

Top Links 1049 Texas energy is changing. $200bn for America's banks. Ireland's population. Vernacular Practice: papers on Flatness & Threads

Top Links 1048 Central bank divergence. AI crash. How big is Iran? Sloterdijk on Habermas

Top Links 1047 Petro Core. China is not done with infrastructure. Rosa Luxemburg’s Herbarium & Nehru on the Chinese revolution.

Top Links 1046 ‘One day chicken, one day feathers’. Apple's shift to India. Made in Shenzhen. Here War Is Simple.

Top Links 1045 Oil supply shocks. Hollywood slump. Sick jokes & how the French army's bush hat got cool.

Top Links 1044 Global LNG. China's gig-workers. Haiti's carnage and Althusser on ideology and history.

Top Links 1043 Oil profits. Why 2026 is not 2025. The Kill Line v. China Maxxing. Jürgen Habermas, RIP.

Top Links 1042 Global Crude Hierarchy, Price of Electricity, and African Food Riots.

Top Links 1041 Don't blame data centers. A new type of euro crisis. Running out of missiles & the Confucius Institute on how to stop your colleague flirting with your husband.

Top Links 1040 Tax the billionaires. America's first new refinery in half a century. The economy as strategy. Cancer odds.

Top Links 1039 Oil profit spikes and who benefits. China needs a better welfare state. The origin of the Cumberland sausage and the second life of drop tanks.

Top Links 1038 Oil loses its bite. The historical diffusion of farming. Landscapes of power & the "Chance for Peace".

Top Links 1037 How bad is a closure of the Straits? Revisiting THAT Summers chart! The Brits and Dubai & Baudrillard on "something more".

Top Links 1036 India’s trade deficit, CO2 Emissions of Chocolate, and US Bases in Italy.

Top Links 1035 Chinese and American fiscal exceptionalism. How the UK ended coal & Keynes on the "short run", in which we are "still alive”.

Top Links 1034 The public land divide in the USA. The first cloud data center to become a casualty of war. Poetry form the past and Hamnet.

Top Links 1033 The Midwest stabilizes. Globalization wars. John Nash drowning in books. On violence and Keynes.

Chartbook 437 Unseasonal war (2): Europe, gas & yet another February war. Aka, "oops ... we did it again!"

Top Links 1032 Hormuz to Asia. Cuba goes solar. Gramsci on sex and production & Brecht on shooting people like me.

Chartbook 436 Unseasonal war. How the US-Israeli war on Iran threatens the global agricultural cycle.

Top Links 1031 The gas price shock. Vietnamese coffee for the GDR. The completely political Keynes. Paraprosdokian.

Top Links 1030 President Nyerere, Negri on Keynes, and Perception of Time.

Top Links 1029 Americans leaving. Keynes and art. Sam Nitro & Kautsky's neo-imperialism.

Chartbook 435: All perversions have their acting out. Reading Baudrillard on the weekend of the attack on Iran.

Top Links 1028 The anti-Trump trade. Critical-mineral competition. Enoch's Hammer & solving the economic problem.

Top Links 1027 Why the US gas business loves exports. Unger on Keynes. Decarbonization coalitions & the last Mauds in America.

Top Link 1026 Billionaire women. Why it sucks to be a graduate in the UK. Economy as utopia. The Luftwaffe's interrogator.

Top Links 1025 Late German Government spending. The Phoebus cartel. The pivot to that Asia has failed.

Top Links 1024 Slashing government. Four-day Dutch. Epstein on Dalio. Keynes on sex questions.

Top Links 1023 Clean capacity club. WWII & Keynesianism. A Love Supreme and a hundred flowers media.

Chartbook 434 Back to the 1970s (again) - Trump and the balance of payments.

Top Links 1022 NY public school maths. Unhistorical economics. Comprehension debt & Magic Flute.

Top Links 1021 Asia as manufacturing hub. Revaluing the RMB. Golf in DC & Endgame.

Top Links 1020 A bad time for US equities. Keynes on the state. Cities without ground & Pol Roger.

Top Links 1019 American financials love Trump. No data please, we are MAGA. Cambodia's payments & Hegel 13/13.

Top Links 1018 The geography of US inflation. Crushing Cuba. A third industrial divide. Cornel West on Hegel.

Top Links 1017 Bankers dethroned. Strangling Cuba. The fight over stablecoins & Vietnam's four nos.

Top Links 1016 Dassault means trouble. LatAm's labour market. National security muffins & Gadamer's secrets to longevity.

Top Links 1015 America's economic pluralism. Substack for sex. Survivors of the Light Brigade and Crisis & Critique.

Chartbook 433 Globalization as a eurasian story.

Top Links 1014 19th-century brutalism. Gender gaps. Sinophobic Sinophilia & the biography of Habermas.

Top Links 1013 No manufacturing renaissance. Chinese fx. Interviewing a Myanmar rebel. MacIntyre & Geuss.

Top Links 1012 Google's investing. The economic cost of Brexit. Adrienne Rich's Sources & "the strangers’ case"

Top Links 1011 Does AI raise productivity? Jay Z and the class struggle. Gadamer and Derrida in Heidelberg.

Top Link 1010 Have US tariffs peaked? Is this the final crypto winter? Fei Xiaotong and the fate of Chinese sociology & Troeltsch and the crisis of historicism.

Top Links 1009 The phases of US wage stagnation and growth. Stress testing. Roman trade routes and existential historicism.

Top Links 1008 Weathervane economics. Rheinmetall's surge. The deadly sparring-partner & "From a Survivor".

Top Links 1007 US profits. Global public spending. The new nuclear arms race & cultivating your "legitimate strangeness".

Top Link 1006 US labour market cooling. The 2nd Mexican-American war. Monsters of justice and "Bonnie be good".

Top Links 1005 India's geopolitical centrality. Pomegranates from Afghanistan. Old Mexico & "The Earth's Precariousness".

Top Links 1004 Hedge fund correlations. The great fashion reshuffle. Soviet rocket man and China in Myanmar.

Top Links 1003 Credit card profits. Apple's margins. Skipping the grid. 18th-century war machines.

Chartbook 432 "Writing column. Talking w peril" - polycrisis or stroke?

Top Links 1002 The ICE bonanza. The foundations of money in democratic societies. Mehrling on Rogoff on chess. Early American art museums.

Top Links 1001 Copper goes crazy. Cuba is running out of oil. Mehrling on Rogoff & the thaw on Kinmen island.

Top Links 1000 Fed dissent. Restricting junk food. Hidden foster care & the secret SLS.

Top Links 999 Mississippi rice in trouble. The enshittification of American power. PCF HQ & the making of the Indian constitution.

Top Links 998 Is India-EU a big deal? Mexico's slow growth. Debord on the Spectacle and MLK: "by all means keep moving”.

Top Links 997 AI in the bond market. How the UK ended coal. Pasolini on Gramsci and Trotsky on Europe.

Top Links 996 Democratization and growth. Avoiding the fossil detour. Is AI a failure? And, the first queen of Prussia.

Top Link 995 How Intel came back to earth. China's gender crisis. The geography of the U-boat war. A movie about Leibniz.

Top Links 994 Tesla's European shock. Dutch neoliberalism. Enigma & the dilemma of superior intelligence.

Top Links 993 Coal in Asia. Tobin's race. Saudi Arabia changes course. The authoritarian threat to golf.

Top links 992 OpenAI hustling for Gulf dollars. Subsidizing the ranchers. Schumpeter on democracy.

Chartbook 431 Convening, staging, acting ... and was it never about Greenland and mainly about the Fed? Which Davos-theory won?

Top Links 991 How TSMC makes money. Japan's demography. Highways to Hitler. Debating Zbig.

Chartbook 430 After the thugs.

Top Links 990 AI race. Iranian malaise. How Tudor trade policy backfired. The Schmitt-Hayek connection.

Chartbook 429 From transition to rupture: The evolution of Carney-thought 2019-2026.

Top Links 989 The repo man cometh. Schacht in Iran. How native Americans met the horse & Pizza intel.

Top Links 988 How Trump is victimizing America's petty bourgeoisie. The Sino-US investment reversal & Post-Russia.

Chartbook 428 To matter or not to matter: Two theories of Davos 2026.

Chartbook 427: Presence of mind and the present as prognosis - Reading Walter Benjamin.

Top Links 987 The slow burn of uncertainty. The war of position at Starbucks. News-flow in 1848 & the (nasty) history of "Hammerskins".

Chartbook 426 Greenland v. the price of lab monkeys.

Top Links 986 Shale sliding. Modern whaling. The nuclear dump in the Atlantic & the world according to Standard Oil.

Top Links 985 Bad loans to malls. Iran's currency troubles. Germknödel & Leonardo's DNA.

Top Links 984 Caesarization of the accountant. JFK as functional finance hero. "Homo narrans" & which parts of America are good at reading?

Top Links 983 Yo-yoing defense stocks. ICE in decline. Tar wars, monsters and boogeymen.

Top Links 982 The AI boom as a socio-economic phenomenon. We need more copper. Climate shock and the French revolution.

Top Links 981 Deutsche Bank is back (kinda). The "in-between" places of crowded Africa. The Abraham accords and the Moroccan-Algerian arms race.

Chartbook 425: War over the Fed? Is this "The Big One" or will it be another moment of American nihilism?

Top Links 980 Rents in Austin. Vietnam overtakes Thailand. Taylor Swift's earnings & Adorno on fascist car doors.

Top Links 979 The transformation of global auto. Biosphere in flames. Arms & influence & the shipping news.

Top Links 978 Charting Trump's tariffs. The world's wealthiest people. India building in the Himalayas & bombing Somalia.

Top Links 977 Copper, copper, copper. How Americans feel about AI & dumbing down pop.

Top Links 976 AI investment surges. China in Saudi Arabia. Coffee under stress & looking back at Avalon Hill.

Chartbook 424 The world of Risk, the "Donroe doctrine" & the geoeconomics of the Venezuelan intervention: some reading.

Top Links 975 Real v. digital gold. Bulgarians & the euro. Soldiers as battery carriers & Tolstoy at the beach.

Top Links 974 Silver v. oil. Price wars in China & Beijing's war games. Foucault on the villain's lair.

Chartbook 423 Some topical material on Venezuela. Hopefully useful.

Top Links 973 The risks of meat. “TPP Zalău in demolition”. EDF chic. Non-random intricacies.

Top Links 972 The year of Ellison. The price of being a carnivore. Predicting civil unrest & reading Stalker.

Top Links 971 Tech billionaires. Big ingots. Soviet surrealism & the banger.

Top Links 970 Worrying about the US labour market. Adorno on sociology & the genocidal logic of permanent security.

Top Links 969 Angry French steel workers. The case for European counter-policy. Broligarchie. Audrey Hepburn & Anne Frank.