Macro
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Global Economic Insights
Car & Truck Inflation in America: Cost of Vehicle Ownership Soared by 36% since 2020
The Multi-Phase Inflationary Cycle The trajectory of automotive inflation over the past six years has not been a singular, uniform…
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Global Economic Insights
Personal Disappointments and Preferences for Affirmative Action
A newly released working paper from the National Bureau of Economic Research (NBER) provides a granular look at the psychological…
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Global Economic Insights
The Market Knows Best: Geopolitical Shifts, Tech Valuations, and the Growing Shadow of Private Credit
Global financial markets have once again demonstrated a remarkable capacity to anticipate geopolitical shifts well before they are codified in…
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Global Economic Insights
The Geopolitics of Volatility: Why African Financial Institutions Must Reassess Fossil Fuel Exposure Amid Global Conflict
The escalating conflict involving Iran has served as a stark, unavoidable reminder of the structural instability inherent in global fossil-fuel…
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Global Economic Insights
Foreign demand for the ballooning US Treasury debt is an increasingly important issue. But how much of that demand is actually “foreign?”
As the United States federal debt surpasses the staggering milestone of $39 trillion, the composition of the investor base holding…
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Global Economic Insights
Predicted Incrementality by Experimentation: A New Methodology for Causal Measurement in Digital Advertising
In a significant development for the digital marketing and data science sectors, a new working paper published by the National…
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Global Economic Insights
Dissecting the Discrepancies in United States Employment Data and the Case for Long-Term Household Survey Averages
The Bureau of Labor Statistics (BLS) released its March 2026 employment report on the first Friday of the month, revealing…
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Global Economic Insights
The Limits of Bilateral Diplomacy and the Necessity of a Regional Framework for US-Iran De-escalation
The recent collapse of the first round of negotiations between the United States and the Islamic Republic of Iran, facilitated…
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Global Economic Insights
The Most Splendid Housing Bubbles in America: Price Drops & Gains in 33 Big Expensive Cities, March 2026
The current market correction serves as a sobering counterpoint to the "price explosions" witnessed between mid-2020 and mid-2022. During that…
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Global Economic Insights
Strategic Transfer Pricing by Vertically Integrated Health Care Firms: Evidence from Medicare Part D
New research published by the National Bureau of Economic Research (NBER) reveals that vertically integrated healthcare corporations are utilizing sophisticated…
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