Pulse: Macro


Why Nobody Invests in Japan

This article originally appeared in Foreign Affairs.

The Essence of Japan’s Plight

A failure to realize that this is not your father’s economy

EconVue Spotlight September/October 2021: The Great Fall of China

In 2003 David Hale and I wrote an oft-cited article in Foreign Affairs, China Takes Off. Nearly two decades later, has China’s inevitable deceleration begun?

The New New Economy: How We Got Here & What's Next

Economist Robert Shapiro shares his insights on economic policymaking and the future of the US economy, and the dark side of globalization

Karen Petrou: Are Federal Reserve Banks Forever?

This article is written by Karen Petrou and originally appeared in Federal Financial Analytics.

9/11, Latin America, and the Impermanence of Strategic Concepts

An essay on how 9/11 altered the trajectory of the US relationship with Latin America. 

Japan as 196th

How could Japan have come in 196th out of 196 countries, just behind North Korea? That’s what the 2019 data show for the ratio of inward foreign direct investment (FDI) to GDP despite years of efforts by Tokyo.

Anticipating Anomalies in Global Supply Chains

A webinar organized by Foreign Policy with experts from both the public and private sector. The panelists included Dr. Kelly Fletcher, Bob Kolasky, Brittany Masalosalo, Col. (ret.) John Mills, and journalist Maggie Lake as the moderator. It was a wide-ranging conversation on assessing the current state of global supply chains while coexisting with the COVID-19 virus.

Allison Herren Lee, from Trump appointee to new face of regulatory ESG push in Washington

SAN FRANCISCO (Callaway Climate Insights) — The ESG investment phenomenon is reframing financial markets at pace in the face of a post-pandemic landscape, yet U.S. regulators are only now beginning to publicly embrace the critical importance of sustainability disclosure to market accountability.

There are indeed glimmers of a new path forward for ESG disclosure rules in Washington. This is remarkable in and of itself in that these inklings are in sharp contrast to the last four years of Trumpian “American First” mentality, including at the SEC.

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