Understand economic power before it becomes consensus
Economic intelligence on how markets, institutions, technology, and capital shape power.
Selected work
All publications Selected research
REPORT · RISK AND RESILIENCE
The Two Energy Superpowers
China is setting the clean-power cost curve. America is setting the hydrocarbon supply curve.
REPORT · CAPITAL MARKETS
Betting on the Index
Passive funds hold $19 trillion and 53 percent of all US long-term fund assets.
REPORT · CAPITAL MARKETS
Depth, Speed, Duration
Depth, speed and duration are three different damages that need three different toolkits.
Featured report
The Power Curve 2026 Outlook
Power in the United States is consolidating faster than its institutions can convert it, and conversion decides the year.
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Research themes
View all themes Investigating economic power
- 01Advanced TechnologyCompute, chips, AI, and frontier capacity.
- 02Capital MarketsLiquidity, risk, allocation, and leverage.
- 03Cities and InfrastructureHousing, transport, energy, and innovation.
- 04Risk and ResilienceShocks, bottlenecks, redundancy, and exposure.
- 05State CapacityPermitting, procurement, delivery, and trust.
- 06Strategic CompetitionPower, standards, supply chains, and deterrence.