Skip to main content

Policy

Ethan McGowan

The Donroe Doctrine replaces global leadership with blunt self-interest Tariffs now function as leverage, not policy tools Education and governance must adjust to a less predictable order The Donroe Doctrine isn’t a sweeping histori

Read More
David O'Neill

State kidnapping replaces law with power and turns exceptional force into dangerous precedent When rules bend for one state, they fracture for all others Without firm legal boundaries, global order gives way to permanent instability <

Read More
Keith Lee

India’s reliance on cheap Russian oil is not a diplomatic preference but an economic necessity Energy security now outweighs export dependence on the United States in India’s policy calculus This constraint narrows India’s strategic options and weakens Washington’s leverage in Asia

Read More
Keith Lee

Abortion restrictions are linked to higher infant mortality and worse maternal health outcomes Research also shows increased relationship violence and long-term harm to children Policy debates must account for these documented effects, not ideology alone

Read More
David O'Neill

Public debt is now a core risk for advanced economies, not just poorer ones Rule-based fiscal policy preserves market trust better than discretion Without credible debt strategies, education and growth spending will be crowded out

Read More
Ethan McGowan

Plurality voting systems amplify narrow anti-immigration platforms The resulting policies accelerate outsourcing and automation, weakening local jobs Institutional reform is key to breaking this self-reinforcing cycle In numerous

Read More
Keith Lee

Many trade gains reflect rerouting, not real production Reallocation builds domestic value; rerouting only shifts routes Policy must target value added, not export volume The main takeaway is that much of the recent growth in Sou

Read More
Ethan McGowan

China’s global strategy is increasingly shaped by domestic economic pressures rather than imperial ambition Youth unemployment and slowing growth are pushing policy inward and favoring stability over expansion Education and skills systems now sit at the center of long-term power

Read More
David O'Neill

Geopolitical risk now restrains corporate borrowing more than interest rates Asian firms delay investment when trade and policy rules become unpredictable Stable policy signals matter more than cheaper credit for reviving investment

Read More
David O'Neill

Sanctions are no longer fully isolating North Korea as its nuclear program advances This normalization weakens global non-proliferation norms The shift raises nuclear pressure on U.S.

Read More
Keith Lee

Markets price geopolitical risk long before models can measure it Local-language news captures early signals that global indices miss LLMs can structure these signals, if used with care and oversight After Russia's invasion of

Read More
Ethan McGowan

The Marshall Islands UBI brings short-term relief but long-term risk Cash works early, yet universal programs strain small economies Success depends on governance and timely adjustment In November 2025, the Marshall Isl

Read More
David O'Neill

EU tariffs raised EV prices but did not erode China’s dominance in battery production Chinese EV batteries stay competitive due to scale, cost, and integrated supply chains Without parallel investment in skills and capacity, trade measures invite retaliation without resilience

Read More
David O'Neill

China’s free-trade rhetoric at APEC clashes with its ongoing industrial subsidies Without subsidy discipline, regional trust and fair competition cannot recover APEC’s credibility depends on rules, not gestures C

Read More
Ethan McGowan

Chinese subsidies have tilted global markets in favor of state-backed firms WTO rules have failed to keep pace with this shift Fair trade now depends on coordinated reform and enforcement In the last decade, China’s indust

Read More
Catherine McGuire

Multinational R&D specialization routes research, engineering, and production to best-fit locations Heckscher–Ohlin logic links talent hubs with supplier clusters and scalable manufacturing Schools should buy for resilience and upgrades, favoring evidence-backed, diversified supply chains

Read More
David O'Neill

Digital cash resilience pairs fast digital payments with a cash fallback for shocks A privacy-safe, offline-capable digital euro can scale without draining deposits Schools should drill multi-rail payments, keep cash buffers, and pilot only cost-winning rails

Read More
Ethan McGowan

Dollar stablecoins dominate liquidity; Asian rivals will struggle Europe’s MiCA and Korea’s stalemate show rules don’t build networks Win small: target local corridors with instant bank redemption and dollar swaps In cryptocurrency m

Read More
David O'Neill

Pivot Sanaenomics from populism to productivity Protect real per-student spending and modernize vocational training Target support, not handouts, to grow without tighter BOJ policy As Japan moves into 2026, it faces a not

Read More