Articles
For Asia’s Developing Economies, Two Roads Diverge
As the well-trodden path to prosperity seems to fade, demography and technology push nations to take China’s way. A wise America can disrupt this.
September 2, 2026
John Cochrane speaks with Wellington Management’s Owen Lamont on the recent attempts to influence the stock market and damage the liquidity of hedge funds by day traders using social media to coordinate their efforts.
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Reasons To Lower Rates
Is there a coherent story in which the Fed should lower interest rates now? Even more, is there a story in which the Treasury should deliberately shorten the maturity structure and then the Fed lowering interest rates reduces inflation?
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Podcasts
Keeping A Cold War Chilled: Mobilizing the Modern Defense Industrial Base
In a new century defined by another great-power competition, how does the United States match China in terms of integrating defense needs with its technological and industrial capacities?
September 4, 2026 • 0 Min Listen