Since 2018, every major geopolitical event has been accompanied by declarations that globalization is over. COVID broke supply chains. The US-China trade war re…
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Global Economy
Trade is no longer separable from security policy. Industrial strategy is back. These issues track the slow rewiring of global economic arrangements — and what it means for prices, jobs, and capital flows.
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The 'China plus one' narrative has made India the most talked-about manufacturing destination in the world. Apple is making iPhones there. Samsung has expanded …
Read issue →Mario Draghi's report on European competitiveness, released in late 2024, was 400 pages of careful diagnosis and ambitious prescription. The summary that circul…
Read issue →Saudi Vision 2030, Abu Dhabi's diversification strategy, Qatar's LNG pivot: the Gulf states have been announcing plans to reduce oil dependence for years. The q…
Read issue →Latin America has been stuck in a cycle of debt crises, IMF programs, and lost decades for 50 years. The structural story is real. But within that broad pattern…
Read issue →Africa has the fastest-growing, youngest population on earth. By 2050, one in four people alive will be African. In economic theory, this is an enormous potenti…
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