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May 9, 2026
America Arrives with Less Leverage Than It Thinks What the Trump–Xi Meeting Means for Tariffs, Technology, Rare Earths, EVs, Iran, and Taiwan Trump arrives ...
May 6, 2026
FAQs on Process, Presidential Authority and Duration A practical FAQ for business leaders navigating U.S. trade policy • Updated May 2026 Part I: Fundamentals ...
May 4, 2026
Non-Fed Public Sector Spending Outlook Executive Summary: The Big Picture Let’s get something straight right out of the gate: public sector budgets are not ...
April 7, 2026
From AI to real estate, the winners and losers are already emerging The U.S. economy is living inside a paradox. Tax policy remains unusually ...
April 6, 2026
This may seem boring to some, but it’s pretty scary as bad things accelerate from 2028 with a potential crisis in the US by ...
March 28, 2026
What’s your game plan for adjusting to the reality of a bigger, wider, longer war? Today, the Iranian war has a new player. This ...
March 13, 2026
Executive Summary The Iran war represents the most consequential geopolitical shock to global energy markets since the 1973 oil embargo. In ten days, Operation ...
March 6, 2026
Two research houses read the same benchmark graph the same week and reached diametrically opposite conclusions. One sees a scenario (not base case) of ...
February 9, 2026
A Comprehensive Analysis of Monetary Policy, Economic Growth, Inflation, Fiscal Dynamics, and Global Capital Markets Executive Summary: 2026 Federal Reserve Policy and the Cost ...
February 3, 2026
A deep dive research on what’s at stake in November AB: Check out the risk matrix at bottom of research to see how it ...
January 22, 2026
Really says a lot about today’s chaos Kinda made me step back and take a sec to respond. Here’s the question: is it safe ...
January 2, 2026
Post-Peak Trump: Not Decline, Disorder Andy Note: I’ve created this piece not as our typical deep dive, but as an outline to be shared ...
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