Category Archive: 5) Global Macro
Can We Rein In the Excesses of Financialization Without Crashing the Economy?
Or we can let the bubble implode under its own weight and have a plan ready to clean house when the dust settles.
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Will both the House and Senate flip?
Never before in a US election have chambers of Congress, split between the two parties, both flipped. But according to our US election forecast model, thereโs a very good chance it could happen this November. Idrees Kahloon, our Washington bureau chief, explains why the race for Capitol Hill should be attracting more attention.
Our US election forecast model: https://econ.st/3NqyTwf
Who will control the next Congress?: https://econ.st/3BSP3M9...
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One giant, cheap for mankind: SpaceX’s Starship
The fifth test flight of the absolutely enormous Starship went entirely to plan (https://www.economist.com/science-and-technology/2024/10/13/elon-musks-spacex-has-achieved-something-extraordinary?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners), returning everything to Earth for reuse and heralding a new era of big space...
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Weekly Market Pulse: Questions
As we enter the final quarter of 2024, there are a lot of questions facing investors. There are, of course, always a lot of questions because investors are always dealing with the future, but todayโs environment does seems to have more than usual.
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Labour’s love lost: Keir Starmer’s first 100 days
Britainโs Labour Party came to power promising to restore order and stability. Our correspondent explains whether its rocky start (https://www.economist.com/britain/2024/10/07/the-sue-gray-saga-casts-doubt-on-keir-starmers-managerial-chops?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners) exposes a bigger political...
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Did Olena Zelenska really go on a $1m shopping spree in New York?
In 2023, a story about Olena Zelenskaโs spending habits spread on social media. It was a lie. But how did it circulate so quicklyโand what does it reveal about Russiaโs disinformation war against the West?
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Paradise lost: Hurricane Milton bashes Florida
Global warming is increasing the intensity of storms like the one that just hit Florida (https://www.economist.com/leaders/2024/10/09/how-florida-should-respond-to-hurricane-milton?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners). Our correspondent explains the science. In a week of reflection on the anniversary of the...
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Google’s lurch: how to fix its monopoly
This summer, an American judge ruled that Googleโs search dominance (https://www.economist.com/leaders/2024/10/03/dismantling-google-is-a-terrible-idea?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners) was illegal. Now the Department of Justice has revealed possible solutions. How robots could help mend leaking water...
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What will Trump do if he loses the US election?
Donald Trumpโs machine is already gearing up to fight a loss in Americaโs presidential election. If Kamala Harris wins he won't give up without a fight. Just how messy could things get?
Sign up to our US politics newsletter: https://econ.st/3BC94Xb
See Harris and Trumpโs latest polling numbers: https://econ.st/4dtMpK7
What will happen if Americaโs election result is contested?: https://econ.st/3BwJPWA
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General rule: how to reinvent America’s army
Twenty years ago America was fighting insurgents in Afghanistan and Iran. As state-on-state clashes become more likely, Randy George (https://www.economist.com/united-states/2024/09/29/the-us-armys-chief-of-staff-has-ideas-on-the-force-of-the-future?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners) is the person in charge...
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The Weekend Intelligence: Gaza, after the dust settles (republished)
*This episode was first published 20/07/24
After a year of war in Gaza, people are beginning to discuss the aftermath. Schools, hospitals, the sanitation system are in ruins. Just clearing the rubble will take years.
Focusing on the long term, many neglect what needs to happen on day one. Gazans say the territory is becoming lawless. Who will control security, and with what legitimacy? Does anyone have a coherent plan?
In this special...
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Year of destruction: how October 7th shattered the Middle East
After Hamas militants attacked Israel a year ago, few people predicted how deep and devastating the ensuing conflict in the Middle East (https://www.economist.com/leaders/2024/10/03/the-year-that-shattered-the-middle-east?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners) would be. The Economistโs Middle East experts...
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The Weekend Intelligence: Black boxes (part one): Michael Kovrig on how he became a politicalโฆ
One evening, Michael Kovrig, a former Canadian diplomat, grabbed a late dinner in Beijing with his partner. When they arrived back at his apartment, men in black were waiting for them. Mr Kovrig was pushed into a waiting SUV. Handcuffed and blindfolded, he was driven to a detention centre in southern Beijing that would be his home for the next 1,019 days. September 24th 2024 is the third anniversary of Mr Kovrigโs release. And now he is ready to...
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A key Keystone: the race for Pennsylvania
Whoever wins Pennsylvania will probably win the presidency: according to itโs the most likely tipping point state. Weโve travelled to three different areas to assess how the campaign is going, and try to read the electoral tea leaves. Whoโs winning in Pennsylvania?...
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October 7th: How one year reshaped the Middle East
When Hamas attacked Israel on October 7th last year, its leader, Yahya Sinwar, wanted a cataclysmic war that reshaped the Middle East. One year later, thatโs what he hasโbut not in the way he planned. Provoked by Iranโs recent missile attacks, Israelโs prime minister, Binyamin Netanyahu, has vowed to retaliate. The next phase will see violence spread across the region.
The year that shattered the Middle East: https://econ.st/3Y8moeX
The...
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The arc of war: a bloody week in Lebanon
In a matter of weeks the conflict between Israel and Hizbullah has transformed life in Lebanon (https://www.economist.com/leaders/2024/10/03/the-year-that-shattered-the-middle-east?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners). Our correspondent reports from the streets of Beirut. After a pandemic-sized hiccup in the...
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Yuan for the money: China stimulates its economy
After years of slowing growth, the Chinese government is finally attempting to bolster (https://www.economist.com/finance-and-economics/2024/09/27/at-last-china-pulls-the-trigger-on-a-bold-stimulus-package?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners)consumer demand, business confidence and the stock market. Our...
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Why Political "Solutions" Don’t Fix Crises, They Make Them Worse
The system has reached the limits of its adaptability. Everything else is entertainment. A great many people have immense faith in political solutions to looming crises: if only we elect new leaders, if only we replace current policies with new policies, everything would be fixed and the crises will all dissipate.
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What are Donald Trumpโs policies?
A second Trump presidency would leave a much greater mark on America than the first. Adam O'Neal, our Washington correspondent, explains why.
Sign up to our US politics newsletter: https://econ.st/3BC94Xb
See Harris and Trumpโs latest polling numbers: https://econ.st/4dtMpK7
What are Harris and Trumpโs economic plans?: https://econ.st/3Nb64Uy
What J.D. Vance is learning from Donald Trump: https://econ.st/4dtJeSM
What will happen if...
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Veep state: the running mates debate
After JD Vance and Tim Walz squared off against each in last nightโs vice-presidential debate (https://www.economist.com/united-states/2024/10/02/the-vice-presidential-debate-was-surprisingly-cordial?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners), our correspondent assesses their performance โ and its effect on the US...
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