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Intelligence for the New World Economy

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Intelligence for the New World Economy
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Oil shock in US is testing voters

The historic oil disruption, fueled by the ongoing stalemate in the Strait of Hormuz, is deepening economic divides in the US and casting a shadow over President Donald Trump’s political fortunes.
Vessels in the Strait of HormuzReuters

Air India to cut international flights due to fuel shortages

The cuts deepen the turmoil at Air India, following a devastating crash last year and the departure of its CEO.
Air India planeB Mathur/Reuters

US set to drop Adani bribery case

Asia’s richest man was under investigation for bribing officials and misleading US investors.
Gautam AdaniAmit Dave/Reuters

Trump says China to purchase 200 Boeing jets

The announcement marked one of the first major deals to come out of the Beijing summit.
Boeing logo on facility in Renton, WashingtonGenna Martin/Reuters

Companies jostle for AI stock bump

If you’re, say, a flailing sneaker company, you might issue a press release announcing you’re now in the GPU-leasing business.
A sign on the entrance to the Allbirds flagship store is seen in ManhattanShannon Stapleton/Reuters

AI is coming for (some) jobs

The AI future is here, but unevenly distributed.
Blair Effron (R) speaking at an event in 2024. Lananh Nguyen/Reuters

Wall Street awaits word on ‘Board of Investment’

Chinese investments into “non-strategic, non-sensitive” US companies would get fast-tracked regulatory approval under an agreement being ironed out in Beijing.

The age of executive power is missing CEOs

Big business has never been more politically salient, but the CEOs who sit atop it have rarely mattered less.

Why Allstate’s Tom Wilson thinks CEOs should create more jobs with AI

The insurance industry veteran says executives have an obligation to do hard things.

Mayor Zohran Mamdani is wading into an international M&A deal

New York’s mayor wants to block the merger of Western Union and Intermex, arguing it’ll hurt some of the neediest New Yorkers.

More activists rush in to HPE

More activist investors have taken stakes in the tech company.

Foreign investors pull out of India at record pace

Foreign investors have pulled $21 billion out of Indian stocks in the last two months, putting 2026 on track to be the worst year for outflows since the markets opened to overseas investment in 1993.

Who is, and isn’t, accompanying Trump to China

More noteworthy than who’s making the trip to Beijing with Trump this week is who isn’t.

The Fed’s most powerful economic lever is losing its edge

Whether Kevin Warsh cuts rates or not may matter less than anyone thinks.

The time for an eBay takeover was 10 years ago. Now, it’s better alone.

GameStop CEO Ryan Cohen’s bid for the company is perplexing at a time when its stock and profit margins have been growing steadily.

Paramount seeks to calm California’s creatives — and a litigious attorney general

Paramount is racing to reassure Hollywood that its takeover of Warner Bros. Discovery, with its HBO streaming service, isn’t aimed at killing movie theaters.

US inflation jumps to 3.8%, the highest level in three years

The spike was largely caused by fuel price increases sparked by the war in Iran.

Who wants to own big law? This guy.

Burford Capital CEO Chris Bogart has made a business out of turning legal claims into financial assets. He’s just getting started.