The Power Curve
Economic intelligence for a complex world.
Independent analysis on the forces shaping decisions before they become obvious, priced in, or consensus.
Flagship Research
The Power Curve 2026 Outlook
The 2026 Outlook maps the forces reshaping economic power, technological capability, and geopolitical advantage in the year ahead.
- Capital expenditure is becoming strategic terrain.
- Compute and energy are now core constraints on power.
- Institutional execution increasingly separates ambition from capability.
- Cities, infrastructure, and supply chains are becoming arenas of competition.
- 19
- Pages
- 7
- Exhibits
- 5
- Sections
- 6
- Implications
Latest Research
Featured research and analysis.
Decision-grade analysis on the economic and institutional systems that shape durable advantage.
Super Cities
The New York Premium
New York City's mobility and safety have never looked better. Its affordability has never looked worse.
Read analysisAI for Enterprise
Anthropic and OpenAI announce joint ventures with leading investors
The Price That Prices the World
Brent crude has risen roughly 70 percent since February
The Most Profitable Business Ever Built
How Alphabet stands apart
Asymmetric Alliance
Hard break in the special relationship
Research Streams
Six themes for understanding power, capability, and structural advantage.
Together, they provide a framework for understanding how capability is built, constrained, protected, and sustained.
Strategic Competition
How states, firms, and institutions compete through technology, industrial capacity, alliances, statecraft, and economic leverage.
Explore 02Advanced Technology
AI, compute, frontier infrastructure, data, productivity, and the systems that convert invention into capability.
Explore 03Capital Markets
Capital allocation, investment cycles, financial systems, rates, liquidity, fiscal pressure, and market structure.
Explore 04State Capacity
Governance, execution, legitimacy, regulation, procurement, coordination, public capability, and institutional trust.
Explore 05Cities & Infrastructure
Urban systems, energy, logistics, housing, resilience, and the physical geography of growth.
Explore 06Risk & Resilience
How leaders understand uncertainty as risk, make choices under incomplete information, and build resilience before shocks arrive.
ExploreThe Power Curve
Decision-grade intelligence across the systems that shape power.
Briefings / Organizations
Decision-grade analysis for leadership teams
Executive briefings, research reports, advisory work, and decision workshops designed to identify market shifts, understand why they matter, and decide how to respond.
Start a conversationExecutive Briefings
Expert advice for senior teams working through complex change.
Advisory
Analytical support for decisions shaped by power, markets, technology, and institutional risk.
Workshops
Structured sessions that turn uncertainty into testable assumptions.
Membership
Decision-grade analysis, delivered directly.
Receive analysis on the forces reshaping economic and strategic power, capital markets, state capacity, cities, and risk.