Master the strategies driving modern capital allocation, operational risk, and strategic advantage
Macroeconomic intelligence on the forces
reshaping global competition.
Selected work
All publications Selected research
MEMO · STRATEGIC COMPETITION
Brussels Triggers the Kill Switch
European Union tries to decouple the global EV supply chain.
REPORT · STRATEGIC COMPETITION
The Arithmetic of Power
Winning, Losing, and Competing in the 21st Century.
REPORT · RISK AND RESILIENCE
The Two Energy Superpowers
China is setting the clean-power cost curve. America is setting the hydrocarbon supply curve.
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, AI, biotech, semiconductors, platforms, and emerging tech.
- 02Capital MarketsFlows of capital, financial innovation, corporate finance, and market structure.
- 03Cities and InfrastructureUrban systems, transport, energy, housing, and digital infrastructure.
- 04Risk and ResilienceEconomic risk, shocks, climate, health, cyber, and supply chains.
- 05State CapacityInstitutions, policy capability, fiscal health, and governance.
- 06Strategic CompetitionGeopolitics, sanctions, trade, alliances, and economic statecraft.