When AI has taken away all jobs, the vast majority of voters will no longer have an income. The resulting unemployment and inequality will be socially unacceptable. What is the solution?

November's mid-term election is likely to produce the worst possible political constellation as far as US public debt is concerned. Here is why you should worry.

Bond markets are signalling a major policy clusterfuck on the part of the Trump Administration, while stock markets are on an AI bender. Which market is right?

If per capita GDP growth rates are non-linear then human progress may owe more to removing constraints to growth than supporting growth drivers per se.

So far the rise in oil prices has been driven by market speculation alone. The real supply shock hit us within weeks unless we get a speedy resolution to the Iran War.

Why are EM currencies rallying versus the US dollar? Here is quite take and the main implications.

Trump is framing Jerome Powell in order to put a sycophantic stooge in his place as Chairman of the Federal Reserve. We should all worry.

The Nobel Prize in Economics has been awarded for insights into the drivers of long-term economic growth. The US government is heading the wrong way as far as growth policy is concerned.

The West has gone to war with China on the misguided belief that tariffs can fix trade imbalances. There is a far better way.

The US-EU trade deal has been touted as a Trump win. It is not. In fact, it is a big US own goal and here is why.

The finance industry struggles to distinguish between populists and technocrats on the Right. It is costly.

The Trump Dump is here! Will it become a Trump Slump? Expect a bounce in Q2, but Trump policies are hurting long-term prospects for the US.

The competition has arrived. American Big Tech AI monopolies are in trouble. And it is a very good thing.

AI is a bubble. Data is a key constraint. Here are some thoughts about what AI can realistically achieve.

Tariffs! Trump tries again. He failed last time. Will this time be any different?

Anti-immigrant polices cost you. Europe needs to find 45 million new workers or face stagnation.

Why is Bitcoin a worthwhile investment? And how should you dabble in this space?

There is no such thing as a risk-free return. Why, then, does the finance industry keep referring to safe assets?

Greater competition will help to realise online commerce's full potential. Beckn protocol enables all buyers and all sellers to participate.

Everyone knows that government bonds in rich countries are risk free. Crises are impossible by definition. Don't you feel safe now?