The Capital Layer of Deterrence
The proposed Defense, Security and Resilience Bank shows how sovereign guarantees, capital markets, and industrial capacity are becoming the connective tissue of allied security.
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topic:capital-markets
Research and analysis from The Power Curve on this topic.
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Regime Change, Quietly
Kevin Warsh was installed to cut interest rates, but his first month at the Federal Reserve signaled something larger, and more disciplined.
ReadDepth, Speed, Duration
Three shocks, three mechanisms, and why the next downturn will be measured against the wrong yardstick.
ReadChina's Magnet Monopoly
Rare-earth access turns ore into strategic leverage.
ReadBetting on the Index
Passive flows have built the most concentrated S&P 500 on record.
ReadThe Most Profitable Business Ever Built
How Alphabet stands apart
ReadThe Split and the Convergence
BlackRock scaled the flow, Blackstone engineered the outcome.
ReadCapital is King
Analyzing three decades of foreign direct investment
ReadWarsh Over Time
Notable speeches from the presumptive Fed Chair
ReadThe Interest State
U.S. fiscal risk is shifting from the debt stock to the refinancing channel.
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