AI & Economics
The Unprecedented U.S. Market Bet on AI: A Payoff Likely Decades Away
The U.S. market is more focused on a single theme than any time since 1885, but AI's productivity payoff may follow a much slower path than investors expect.
AI’s Hidden Bill: Why You’re Paying for Technology Even if You Don’t Use It
AI expansion is driving up the cost of living via energy bills, electronics prices, and construction materials, adding hundreds of dollars to household expenses even for non-users.
Copper Outperforms Gold in 2026: AI and Defense Drive Commodity Rally
Copper's strategic importance surges as AI and defense spending create inelastic demand, pushing prices higher while gold faces a downturn in 2026.
Prediction markets become ‘bespoke insurance’ for businesses
A Los Angeles hospitality group used a $60,000 trade on Kalshi to offset missed revenue after the Dodgers failed to reach the World Series.
China: 4.5% Growth in Q3 Driven by Exports and Artificial Intelligence
China's economy beats estimates in the third quarter, fueled by a high-tech export boom that offsets a persistent domestic property crisis.
Pay Transparency: Salary History Questions Prohibited from November 1, 2026
New legislation coming into effect in 2026 transforms job interviews by banning employers from asking candidates about their salary history, focusing instead on role-based value.
The Daedalus Dividend: Greece’s Strategic Pivot to Computational Sovereignty
Greece's inauguration of the Daedalus supercomputer marks a shift from speculative AI to a tangible infrastructure-led growth model.
World Bank Urges Developing Nations to Adopt 'Small AI' for Economic Growth
The World Bank advocates for specialized AI models that run on mobile devices, aiming to accelerate economic growth in regions with limited connectivity.
Europe is Repatriating its Gold from the U.S. Amid a New Era of Geopolitical Uncertainty
Central banks are reshuffling their reserves, prioritizing physical accessibility and market liquidity over traditional long-term custody.
Dynamic Pricing: Half of U.S. Price Changes Are Decreases Despite Consumer Backlash
A new study reveals technology isn't just driving prices up, even as regulatory scrutiny over "surveillance pricing" and AI algorithms intensifies.
The Petabit Pivot: Infrastructure Giants and the New Value Investing
Meta's subsea 'Petal' cable and Berkshire Hathaway's AI-driven shift signal a new era of industrial-scale digital efficiency and capital allocation.
France on the Brink: Debt Crisis and Riots Push Seventh-Largest Economy to the Edge
With debt at 119% of GDP and bond yields hitting 24-year highs, France faces a 'make-or-break' budget vote as social unrest intensifies.