The Trump administration has initiated a new investigation into China's abuse of American intellectual property under Section 301 of the Trade Act of 19

What are the top global risks in trade, finance, and technology? In this macro report, we focus on the current global risks from inflation and growth con

U.S. economic inequality increases to pre-Great-Depression levels. U.C. Berkeley economics professor Gabriel Zucman empirically finds that the top 0.1% rich

The new semiconductor microchip demand-supply imbalance remains quite severe for the U.S. tech and auto industries.  Our current fundamental macro a

Central banks in India, Thailand, and New Zealand lower their interest rates in a defensive response to the Federal Reserve recent rate cut. The central ban

Jonathan Baker frames the current debate over antitrust merger review and enforcement in America. Jonathan Baker (2019)   The antitrust paradi