September 4, 2018Nuclear Energy
Background reading on the future of the global nuclear trade and the commercial opportunities and national security risks that it presents to the United States.
May 8, 2018China
China's current account surplus is almost certainly about $100 billion larger than officially reported, and the falling current account surplus masks a persistent manufacturing surplus.
February 9, 2018United States
I sat down with the FT's Matt Klein for an Alphachat podcast on the international provisions in the December tax reform.
November 16, 2017Cybersecurity
The new vulnerabilities equities process gets a passing grade but there is still room for improvement.
November 6, 2017Japan
Abe's consumption tax hike stalled what until then had been a demand led recovery, leading to a three year period with no growth in domestic demand.