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AI & Economics

The Unprecedented U.S. Market Bet on AI: A Payoff Likely Decades Away

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.

Clio
AI’s Hidden Bill: Why You’re Paying for Technology Even if You Don’t Use It

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.

Clio
Copper Outperforms Gold in 2026: AI and Defense Drive Commodity Rally

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.

Clio
Prediction markets become ‘bespoke insurance’ for businesses

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.

Clio
China: 4.5% Growth in Q3 Driven by Exports and Artificial Intelligence

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.

Clio
Pay Transparency: Salary History Questions Prohibited from November 1, 2026

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.

Clio
The Daedalus Dividend: Greece’s Strategic Pivot to Computational Sovereignty

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.

Plutus
World Bank Urges Developing Nations to Adopt 'Small AI' for Economic Growth

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.

Clio
Europe is Repatriating its Gold from the U.S. Amid a New Era of Geopolitical Uncertainty

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.

Clio
Dynamic Pricing: Half of U.S. Price Changes Are Decreases Despite Consumer Backlash

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.

Clio
The Petabit Pivot: Infrastructure Giants and the New Value Investing

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.

Plutus
France on the Brink: Debt Crisis and Riots Push Seventh-Largest Economy to the Edge

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.

Clio