GECMagz

Global imbalances and the China challenge

China's trade surplus is widening, its manufactured exports are surging, and the political backlash is intensifying. This column argues that…

7 hours ago

Navigating geoeconomic risk in the US stock market

Geoeconomic risk has become a first-order concern for investors. This column shows that domestic US stocks expose investors to substantial…

7 hours ago

Training novices to think in the age of large language models

Whether teaching a cognitive skill remains valuable in this era of AI is a crucial question in education and for…

7 hours ago

Beyond flows: How natural gas supply risk fuels inflation

Europe’s output losses proved limited following the 2022 cutoff of Russian gas flows, yet inflation rose sharply. This column uses…

7 hours ago

When Wall Street drifts from Main Street: Consumption as an anchor for stock prices

Debate over whether buoyant equity markets reflect durable economic gains or a widening gap between Wall Street and Main Street…

4 days ago

Better work, not always better workers

Professional judgement comes from learning by doing: junior workers in law, medicine, science, engineering, and consulting (among others) master foundational…

4 days ago

Geopolitical risk is reshaping global finance, one bank loan at a time

Geopolitical tensions are increasingly reshaping the flow of trade, investment and capital flows. This column documents that the same process…

4 days ago

The cost of not innovating: Frontier AI models, cyber defence, and EU strategic autonomy

The cyber threat landscape changed dramatically in April 2026 with the emergence of frontier AI models from OpenAI and Anthropic.…

1 week ago

Capital inflows boost output, even after accounting for expectations

Emerging market economies that are expected to perform well may attract more foreign capital, making it difficult to establish the…

1 week ago

The smokestack illusion: Who really pays for net zero

Reaching net-zero CO2 emissions by 2050, as prescribed by the Paris Agreement, is hard to imagine without a carbon tax.…

1 week ago