The archive
The written edition.
20 issues covering the economic stories of the week. The newsletter is on pause while we put the hours into film. Leave your email and you will hear from us the day it returns.
Jun 9, 2025
goodbye for now...
we'll be back
Jun 2, 2025
Back in the ring: Trump vs. Harvard (again)
Trump's renewed assault on elite universities and the legal unravelling of his trade policies
May 26, 2025
Economic Self-Destruction Has Re-Entered the Chat
Trump's fiscal indiscretion and hawkish trade talk has markets nervous - again.
May 19, 2025
Trump tours the Middle East and plays nice with China
This week, we’re trying a new format for the newsletter, giving a few hot takes on several different hot topics of the week. Let us know your thoughts!
May 13, 2025
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May 12, 2025
Chaos in Kashmir
The stability of one of the world’s most fractious and densely populated regions hangs in the balance.
May 5, 2025
A Tale of Two Elections
Last week's elections in Australia and Canada show that Trump 2.0 is increasingly unpalatable in Western democracies. This will undermine the White House’s international agenda by empowering anti-Trump figures in previously US-aligned countries and pushing these countries to be more cooperative with China
Apr 28, 2025
The Dreaded Costed Plan
Built on Sand: Why Both Carney and Poilievre’s Plans Could Crumble
Apr 21, 2025
Trump vs. Harvard
The administration’s threatened funding cuts to major schools risk gravely damaging the country’s world leading higher education and research sectors.
Apr 14, 2025
Trump Blinks, Twice
Trump has abruptly shelved his package to remake the global trade system. While economic nuclear winter might be on hold, the US economy still faces a double shock of high tariffs and cratering business and investor sentiment over the president’s erratic policies.
Apr 7, 2025
Off the deep end: Trump goes nuclear on tariffs
Liberation Day may well be successful in achieving Trump’s goal to rewire global economic order, but not in ways that he will expect or like.
Mar 31, 2025
Witkoff's Fading Star
Trump’s Special Envoy to the Middle East and Russia pointman Steve Witkoff achieved some big early diplomatic wins for the president. However, his recent comments on Hamas and the Kremlin raise serious questions about his expertise and suitability for the role.
Mar 24, 2025
Canada’s Knife-Edge Election
Trump's economic blackmail and Carney's emergence onto the Canadian political scene has injected uncertainty into a contest that was previously a foregone conclusion.
Mar 17, 2025
MAGA, Markets, and the Recession: A Marriage on the Rocks
The social contract between Trump and Wall Street is coming under strain
Mar 10, 2025
China’s Stimulus: Too Little, Too Late?
The CCP is talking seriously about raising household consumption in China's investment-driven economy. But without bold measures to make people more willing to spend, the country is likely to remain dependant on non-productive investment to meet its GDP target.
Mar 3, 2025
Disaster in the Oval Office
Friday’s car crash meeting is a new nadir for relations between Washington and its European partners. Salvaging a US-Ukraine mineral deal may be the only means of keeping the Trump administration engaged in European security.
Feb 24, 2025
DOGE’s Chaotic First Month
DOGE’s opaque operations, shaky constitutional authority and ‘shoot first, ask questions later’ approach to budget responsibility risk doing serious damage to the functioning of the US government without delivering substantial savings.
Feb 18, 2025
Mark Carney - Canada’s Economic Saviour?
Carney’s sober, details-oriented pitch comes amid a surge in populist, anti-incumbent sentiment in the country. But despite his glittering CV, Carney's biggest challenge will be to differentiate himself from Trudeau on both policy and style.
Feb 10, 2025
Who is Stephen Miran, Trump’s pick for top economic advisor?
Trump’s pick for top economics advisor is at first glance uncharacteristically conventional. But while he may be free of the scandal and inexperience that has weighed on some of Trump’s other cabinet picks, Miran is not a mainstream economic thinker.
Feb 4, 2025
Trump plays hardball over the Panama Canal
Trump’s tough approach with US partners may yield short term concessions, but it raises serious questions about the future of the US-led globalised world order.