Eyes on Hormuz: Energy Markets at a Geopolitical Crossroads
May 2026 Issue
In This Issue: Early rout of Iranian military offset by Iranian shutdown of Strait of Hormuz Hormuz closure has halted oil, LNG and fertilizer exports from the Middle East Reordering of global energy supply Economic implications of Epic Fury The most recent crisis in the Middle East involving Iran and…
Read moreProductivity To the Rescue
May 2026 Issue
In This Issue: US undergoing productivity boom while economy begins to accelerate Labor markets stabilizing Canada’s productivity gap & population trap Productivity booms raise wages & hold back inflation For most industrialized nations, their respective economies fared better than expected in 2025. The shock of the trade and tariff dispute…
Read moreBalancing AI’s Promise and Bubble Fear
Nov 2025 Issue
In This Issue: US legacy of technology leadership AI investment fueling US economy Tech sector spending on AI leads to bubble fears Today’s tech investment is funded mostly by cashflow—not debt Since the end of World War II, the U.S. economy has consistently distinguished itself from the rest of the…
Read moreTariffs, Trade & Turmoil 2.0
Apr 2025 Issue
In This Issue: Artificial Intelligence’s rise is not without challenges AI showing great promise for the global economy Murky math of US tariff levies is puzzling China is the center of US tariff policy but there is some room for budding opti- Since the 1980s, mainstream thinking had come to…
Read moreThe Economic Risk of Taiwan
Nov 2024 Issue
In This Issue: Taiwan is indispensable to the technology sector given its leadership in semiconductors China’s intentions towards independence of Taiwan raise economic risks US, Europe and Japan focused on rebuilding domestic semiconductor capacity The key forces propelling the economy forward are innovation and advances in technology which compound upon…
Read moreAI Challenging Climate Goals
Jul 2024 Issue
In This Issue: Artificial Intelligence’s rise is not without challenges AI showing great promise for the global economy AI’s enormous energy appetite is going to challenge climate goals of policymakers AI’s future will depend on more energy One of the hallmarks of the US economy for over a century has…
Read moreCanada’s Challenge: Closing the Productivity Gap
Apr 2024 Issue
In This Issue: Canada’s economic malaise Caught in a population trap US economy sets the productivity bar Rising population and labor supply will not bail out Canada from its challenges The story of major economies of the world undergoing a prolonged period of malaise is more frequent than it might…
Read moreThe Red Sea’s Inflation Risk
Feb 2024 Issue
In This Issue: Global shipping chokepoints expose risks Vulnerability of supply chains exposed again Inflation risks are put back on the table Houthi militias hold the cards if the Red Sea is going to cause wider economic risks Over the last several decades, military and shipping industry experts have warned…
Read moreThe US National Debt Challenge
Feb 2024 Issue
In This Issue: 2001 consensus was for the US to be debt free by 2010 Rising spending and the pandemic spiked debt Facing hard choices at a challenging time Canada showed debt can be solved For over a generation, fears about the US national debt have ebbed and flowed. A…
Read moreChina’s New Normal
Feb 2024 Issue
In This Issue: China’s economic challenges China real estate sector causing significant disruption China’s population expected to fall 50 percent by the end of this century Implications for the global economy Over a decade ago, many scholars and commentators had concluded that China’s economic rise would mark this century as…
Read more