The Era of One Grand Bargain Is Over: Today’s Competition Demands Thousands of Bargains
May 29, 2022The United States needs to reclaim control over international industry. Doing so requires working with its allies and partners. But the United States will have to do so from the ground up, through countless compromises, and skirmishes, with the private sector. This is not an efficient method. But it is the only way to be effective.
Factors and Markets Briefing: Week of May 23
May 29, 2022With record gas prices, squeezed agricultural producers, and stubborn labor crisis, the era of shortage is here to stay -- and likely worsen. Cue shifting consumer habits, Sri Lanka's default, and a move toward industrial integration (anti-trust be damned). Happy Memorial Day!