Urbanomics
Saturday, June 20, 2026
Weekend reading links
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1. PE firms sitting on $4 trillion of unsold assets, on investments largely made between 2020 and 2022 when rates were slashed to zero, are ...
Friday, June 19, 2026
The quartet of global imbalances
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President Donald Trump’s single-minded pursuit of rebalancing the US economy using tariffs is unlikely to yield much without addressing fu...
Thursday, June 18, 2026
Countering China's weaponisation of its manufacturing dominance
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China’s weaponisation of its manufacturing dominance, most famously through its control of rare earth magnets production, is generally accom...
Monday, June 15, 2026
Examining the gravitational pull of index investing
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The blockbuster IPO of SpaceX has drawn attention to the role of the index investing market segment, which originated fifty years ago. The...
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