On Global Markets

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 […] 

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 public, as election results around the globe over the […] 

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 2010s feel like a long time ago. In economic […] 

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. It has been three and a half years since Russia […] 

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, but the fireside chat on the BLS was not. While […] 

If the United States government were an asset manager, one could imagine it adopting quite a smug and self-satisfied tone when it penned its latest monthly update for investors. As CNBC reported yesterday, the government’s chunky 10% stake in Intel, acquired in late August, is comfortably in the black. Shares of U.S. chipmaker Intel climbed […] 

Geopolitical competition is increasingly shaping the global economy. And nowhere is this competition more intense than in the case of computer chips. As the Center for Responsible Statecraft noted in 2024, one can – arguably – date the present ‘chip war’ back to 2022. In October of 2022, President Biden launched America’s “chip war,” imposing […] 

According to the Rodium Group’s Climate Outlook, between now and 2100, the OECD nations will collectively emit a cumulative 616.2 billion metric tons of CO2, out of a global total of 2,734 billion metric tons. In other words, developing and emerging economies will be responsible for 82% of carbon emissions over the rest of this […] 

The Federal Reserve’s independence is under threat. Or at least the level of independence the institution currently enjoys is coming under serious challenge. President Trump has been absolutely clear that he believes policy rates should be lower. In some regards, this is nothing new. Throughout his first term in office, the President continually took to […] 

For monetary policymakers, the current situation facing the US economy is, in the words of Jerome Powell, ‘challenging’. While there is clearly some inflationary pressure building, the jobs market is showing signs of weakening. That is a tricky divergence for the Federal Reserve to handle with the two sides of the dual mandate – price […]