The day American soft power died US support for Orbán’s Hungary was cynical, and many people sensed that acutely.

The day American soft power died

POLICING THOUGHT: RUSSIA PLANS AN EXIT The evolution of Russia’s media landscape under Putin reflects increasing state control, especially post-Crimea. Despite attempts to suppress dissent through censorship, truth about casualtie…

POLICING THOUGHT: RUSSIA PLANS AN EXIT

Bank Failures: The Roles of Solvency and Liquidity - Liberty Street Economics Do banks fail because of runs or because they become insolvent? Answering this question is central to understanding financial crises and designing effective financial stability policies. Long-run…

Bank Failures: The Roles of Solvency and Liquidity

Swipe, scan, tap: the cashless payments market Swipe, scan, tap: the cashless payments market

2026-04-16 - Petra Tschudin / Thomas Moser: Swipe, scan, tap: the cashless payments market

Liquidity as a Product Feature | EI Blog Engineered liquidity in private markets works until stress hits, exposing gaps between promised access and real exit value.

Liquidity as a Product Feature | EI Blog

What machines taking over pricing means for central banks Anthony Savagar, Misa Tanaka and Jagdish Tripathy With increased availability of big data and computing power, more firms are adopting algorithmic and AI-powered pricing to adjust prices rapidly in…

What machines taking over pricing means for central banks

Why having “humans in the loop” in an AI war is an illusion We don't really understand AI's inner workings, so we're effectively flying blind.

Why having “humans in the loop” in an AI war is an illusion

Tomorrow’s costs, today’s prices: why expectations matter for inflation Boromeus Wanengkirtyo, Ivan Yotzov and Mishel Ghassibe Can tomorrow’s costs affect firm prices today? When a temporary tariff schedule on imported inputs was announced in March 2019, many UK firms …

Tomorrow’s costs, today’s prices: why expectations matter for inflation

Oil, War and the Global Economy: The Market's Narrative in March 2026 A blog about markets, finance and all things money related.

Oil, War and the Global Economy: The Market's Narrative in March 2026

Norway's Giant Sovereign Wealth Fund to Stay the Course With US Exposure Chris Wellisz of Semafor World Economy reports  Norway will keep $1 trillion in US stocks, finance minister says:  Norway’s $2.1 trillion so...

Norway's Giant Sovereign Wealth Fund to Stay the Course With US Exposure

This Is Not a Drill: What Anthropic’s Mythos Means for Asset Owners - Bits & Basis Points I grew up close enough to a large dam that we lived with its siren. Once a year, on the first Wednesday in February at 1:30 pm, they test it.…

Excellent points! Have you seen STEAL? // This Is Not a Drill: What Anthropic’s Mythos Means for Asset Owners

The lost art of statecraft The great European statesmen of the 19th century understood that diplomacy is a fine art, which requires a cultivated mind and the courage to cross narrow disciplinary boundaries.

Fabulous! // The lost art of statecraft

Allbirds Is Pivoting to AI Compute. Sure, Why Not Once a $4 billion apparel juggernaut, Allbirds will rebrand as NewBird AI, a “GPU-as-a-Service” company. Hey, if you can't beat ’em, join ’em.

Wow, I used to wear them … // Allbirds Is Pivoting to AI Compute. Sure, Why Not

AI Hype Meets Gatekeepers | EI Blog A practical framework for evaluating AI in manager selection, covering real-world use cases, governance constraints, and due diligence considerations.

Just supplying model usage without a modicum of reproducability should come nowhere near Standard 5A compliance // AI Hype Meets Gatekeepers: What Survives Due Diligence

How to finance large government investments Europe is rearming and spending trillions over the coming decade to do so.

How to finance large government investments

War in the Middle East Challenges Global Financial Stability Markets have been broadly orderly so far—but financial stability risks are elevated

War in the Middle East Challenges Global Financial Stability

Baillie Gifford on filling Europe's growth investment gap: 'There’s a dearth of capital in Europe' Invested in Spotify, Vinted, Bending Spoons, Northvolt and Revolut, Baillie Gifford is raising its fourth fund. "There’s a dearth of capital in Europe," says Alan Coffey.

Baillie Gifford on filling Europe's growth investment gap: 'There’s a dearth of capital in Europe'

Understanding Quantum Technologies 2025 I am happy and relieved to release Understanding Quantum technologies 2025. It is the 8th edition of this book and the fifth in English. For the first time, I reduced its size, from 1,554 to 1,524…

Understanding Quantum Technologies 2025

Quantum computing: A tech race Europe could win? With some promising computing companies in the field, could Europe be a leader in quantum tech?

Quantum computing: A tech race Europe could win?

Global shocks are back: Emerging markets holding up When global uncertainty increases, emerging markets are typically the most exposed. Historically, tighter US monetary policy has led to capital outflows, currency depreciation, and tightening…

Global shocks are back: Emerging markets holding up

More risk, same return Would you like to own an investment that has higher risk than listed equities but the same or even lower returns?

More risk, same return

The Negotiation That Worked by Not Working The recent U.S.–Iran talks hosted by Pakistan are being described as a failure. No agreement was reached. The nuclear issue remains unresolved and tensions continue to surround the Strait of Hormuz.…

Quite - if all parties involved were competent // The Negotiation That Worked by Not Working

SpaceX's IPO Could Come With A Price-to-Sales Ratio of 130x Elon Musk's space company SpaceX is heading toward the largest IPO in economic history — and a valuation that is remarkable even by the standards of the

I’ll be glad when we’re past the lock-up // SpaceX’s IPO Could COme With A Price-to-Sales Ratio of 130x

The Fallacy of Concentration | FAJ US equity concentration has risen sharply, but empirical and theoretical analysis shows it does not increase risk or warrant portfolio rebalancing.

The Fallacy of Concentration | FAJ

A Reassessment of Hedge Fund Returns Using Daily Return Data | FAJ Daily data reveals more hedge fund risk factors and lower alpha than monthly data, offering investors clearer performance insights.

A Reassessment of Hedge Fund Returns Using Daily Return Data

Neobanken in der Schweiz: Marktanteile und Kundenzahlen 2021–2026 - IFZ Retail Banking Blog Neobanken wurden vor einigen Jahren noch als «Ferien-Apps» für einzelne Transaktionen im Ausland belächelt. Inzwischen haben sie sich als fester Bestandteil des Alltags-Bankings etabliert. Im…

Neobanken in der Schweiz: Marktanteile und Kundenzahlen 2021–2026 - IFZ Retail Banking Blog

Switzerland proposes sustainability reporting aligned with EU frameworks | XBRL Posted on April 12, 2026 by Editor

Tell me to use XBRL without telling me to use XBRL // Switzerland proposes sustainability reporting aligned with EU frameworks

Paris Report 4: The New Global Imbalances Global imbalances are back in focus. Central banks, international organizations, the G7 and the G20 are debating their causes and remedies. This Paris Report 4 - a joint CEPR–Bruegel initiative -…

Paris Report 4: The New Global Imbalances | CEPR

The true cost of oil and gas I often hear how we can’t afford to move to renewables because they are too expensive and need too many subsidies to be competitive.

The true cost of oil and gas

Going GaGa Over Ga-Ge? The Case of China’s Export Controls on Gallium and Germanium vis-à-vis the US.

Going GaGa Over Ga-Ge?