Chartbook 347 The trouble with transitioning: putting energy history back on its feet.

Top Links 626 The coming US labour market shock. Brazil and the bond vigilantes, China and the demand for gold & the triumph of cellular.

Top Links 625 Decomposing economic surprise. When threats work and when they don't. Is quantum the new AI? And the Secret Leviathan.

Top Links 624 Tariff arithmetic. The gearshift in global auto. Will India overtake Japan and Germany's likely lads.

Top Links 623 The billionaire rally. NYC's taxi-insurance Ponzi scheme. Obvious bollocks about sterling assets & monster wolves in Japan.

Top Links 622 Trump's big choices. President-Fed interactions. Lifting the wind siege & how reinsurance trimmed its wildfire exposure.

Chartbook 346: Against overcorrection. Yellen's Treasury defends the legacy of Democratic fiscal policy.

Top Links 621 The eclipse of the primary dealers. Trading real for bitcoin. A nightmare underground & the unconquered.

Top Links 620 Sanewashing & Starmaggedon. Congress really is at an impasse & would Lenin really have approved of the IMF?

Top Links 619 The payments presidency. The coming rupee shock. Musk’s space juggernaut. Saffron in polycrisis.

Chartbook 345 A "house of cards"? Russia's war economy in 2025.

Top Links 618 America's mounting insurance crisis. US record homelessness. Beijing's Himalayan mega dam & who killed Jazz?

Top Links 617 Student debt is baaaack. Modern defense. Bulldozer politics & Naples '44 revisited.

Chartbook 344: Curzio Malaparte's war

Top Links 616 Global corporate debt surge. Chicago's fiscal blues. Depoliticizing the railways of the Raj.

Top Links 615 The great wealth avalanche. Chinese white-collar salary cuts. North Virginia, data centre capital of the world & My Beautiful Laundrette revisited.

Top Links 614 Fining crypto. Peak Starbucks in China. Labour on screen. Looking glass war.

Top Links 613 The surge in big tech capex. The shipbuilding boom. Litigating butter chicken. Are we entering post-literate society?

Top Links 612 How global inflation came and went. The economic fallout from the coup in Korea and the revolution in Bangladesh & big trouble in Sturgis.

Top Links 611 Trump's threat to affordable cars. Why trust small business? The world's most important boy scouts & revisiting the Maginot line.

Chartbook 343 : Polycrisis & the critique of capitalocentrism.

Top Links 610 China's procyclical fiscal. Whole Foods v. Trader Joe's. Pakistan's surprise rally & chess dominance.

Top links 609 Deindustrialization as historic trend. Why CHIPS investments go to places with the right workforce. Falling birth rates and the Trieste model of mental health.

Top Links 608 American exceptionalism. An Orwellian turn in Chinese economic commentary & can we save Hawker Centers and Axolotl from progress?

Top Links 607 Uncertainty in energy markets. Nike dashing for cash & the strange absence of the state.