Alex Williams
175 postsThe Investment Picture: July 2023
This is the first in a recurring series on what the underlying detail tables can tell us about the path of investment across the broader macroeconomy.
July FOMC Preview - A Dogmatic Hike, Not Data-Dependence
This preview was published for Premium Donors this past weekend. If you enjoy our content and would like to support our work, we make additional content available for...
Accounting For Industrial Policy: How An Obscure Rule Is Holding Back US-Led Commercialization of SMRs
Note: We have retracted a previous version of this Research Report. This is a republished version with a correction and clarification in the discussion of how financial subsidy...
