On Global Markets

From the mid to late 2010s, and into the early 2020s, there was a flourishing of interest in the idea of central bank digital currencies (CBDCs). By some counts more than 120 central banks have explored the idea of issuing a digital version of their currency. Unlike a typical cryptocurrency, a CBDC would be issued […] 

Around 24 million Americans buy healthcare insurance through the marketplace established under the Affordable Care Act (ACA), and, until the 31st December last year, the majority of those purchasers received a subsidy via a tax credit. But now those subsidies have been allowed to lapse. As the Wall Street Journal reported this week: Millions of […] 

Over the past three months, alongside the regular coverage of the Clark Center’s polls and other news, On Global Markets has been reporting on the discussions held at the Clark Center Economic Experts Conference 9/10 October. Most of those sessions were held under the Chatham House Rule. The final session of the Clark Center’s Economic […] 

Throughout the second half of 2024 and for much of 2025, whenever global investors were surveyed on the biggest risks to asset prices, ‘geopolitics’ tended to come towards the top of the list.  The first two weeks of 2026 have seen a US intervention in Venezuela, mass protests and threats of foreign intervention in Iran, […] 

Over the past two months, alongside the regular coverage of the Clark Center’s polls and other news, On Global Markets has been reporting on the discussions held at the Economic Experts Conference 9/10 October. Most of those sessions were held under the Chatham House Rule. The development of artificial intelligence (AI), in its various guises, […] 

The regulation of Big Tech, the internet, and digital markets in general is a realm of transatlantic diversion. The last decade has seen the European Union (EU) press ahead with its General Data Protection Regulation (GDPR) – which brought about strict laws on data handling – and enact the Digital Markets Act, which designated some […] 

Over the coming few weeks, alongside the regular coverage of the Clark Center’s polls and other news, On Global Markets will be reporting on the discussions held at the Economic Experts Conference 9/10 October. Most of those sessions were held under the Chatham House Rule.  Big Tech is of increasing importance to the American economy. […] 

Wall Street certainly seems, despite recent wobbles, to be optimistic about the future of artificial intelligence. Despite some chaotic policymaking, the imposition of the steepest tariffs since the 1930s, a lengthy government shutdown and mounting concerns about the health of the jobs market, the benchmark S&P 500 index has advanced around 15% this year and […] 

Over the coming few weeks, alongside the regular coverage of the Clark Center’s polls and other news, On Global Markets will be reporting on the discussions held at the Economic Experts Conference 9/10 October. Most of those sessions were held under the Chatham House Rule. While tariffs have, understandably, dominated discussion of trade policy in […] 

Over the coming few weeks, alongside the regular coverage of the Clark Center’s polls and other news, On Global Markets will be reporting on the discussions held at the Economic Experts Conference 9/10 October. Most of those sessions were held under the Chatham House Rule. The polls of the Clark Center’s various Expert Panels often […]