Jigar Shah Just Became One of the Most Important Players in the Energy Transition
Jigar Shah is the director of the loan office at the Department of Energy. For years, this division has had a modest amount of money, which it used to provide financing to promising projects in energy...
17 Okt 202251min
Dan Wang On the Extraordinary Moment for China's Party Congress
The Chinese government's biggest political gathering comes at a time of numerous challenges.Next week will see a major gathering of China's top officials known as the National Congress of the Chinese ...
13 Okt 202247min
This Is What 7% Mortgages Will Do To the Housing Market
Thanks to the surge in mortgage rates, we've seen a historic collapse in mortgage affordability. New homebuyers are facing a massive sticker shock relative to what they could have paid just six months...
10 Okt 202247min
Toby Nangle on What We Just Learned From Gilt Market Madness
UK financial assets just experienced once-in-a-generation type moves in the wake of the government's mini-budget announcement. Not only did both gilts and the pound sell off dramatically, they rebound...
6 Okt 202246min
What Is Really Going On With Rent and Healthcare Inflation?
One of the biggest drivers of inflation is rent. Arguably, it's the whole ballgame right now. If rent growth stays firm, it's hard to see inflation getting back to the Federal Reserve's intended targe...
3 Okt 202243min
Marko Papic on What Markets Got Wrong About Russia's Invasion of Ukraine
When Russia invaded Ukraine, there was a widespread expectation of a surge in prices for numerous commodities. That happened initially, but by and large things have not played out the way many investo...
29 Sep 202251min
Pierre Andurand on What Europe Needs to Do This Winter
Europe is facing an energy crisis and there are some dire predictions about how it will deal with the upcoming winter, when demand for electricity and heating oil are expected to surge. But commoditie...
26 Sep 202250min
Former CFTC Chair on How to Regulate Stablecoins Without Passing Any New Laws
Stablecoin regulation has become a hot topic, and for very good reason. For one thing, it's an extremely fast growing space. Stablecoins are also a primary way that the crypto interacts with the banki...
22 Sep 202242min
