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Check out the latest edition of my @financialtimes.com newsletter (1/2)

How one year of ‘America First’ has left workers behind:
as.ft.com/r/888fc154-4...
January 25, 2026 at 12:25 PM
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Tech dominance is about innovation, and diffusion. That's why China may have the edge in the AI race:
as.ft.com/r/869f07ba-8...
January 18, 2026 at 12:04 PM
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Labour's broken manifesto promises, in charts: on.ft.com/3Xr1435
November 30, 2025 at 12:01 PM
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New York and California are losing their economic shine: on.ft.com/3KgTk0C

With insights from @scottlincicome.bsky.social, @taxfoundation.bsky.social, fDi markets, and Aziz Sunderji
November 23, 2025 at 12:13 PM
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The economic UPSIDES of Donald Trump's second term so far...

I took on a reader's challenge. Here's what I found: on.ft.com/48YQXtq
November 2, 2025 at 12:19 PM
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China's innovation paradox: Beijing's industrial policy has turned the country into a technological power, but it hasn't led to productivity growth:

on.ft.com/4hotGTY
October 19, 2025 at 11:15 AM
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Welcome to Schrödinger’s economy, where the US looks both resilient and fragile, Trump’s policy agenda appears at once disruptive and oddly inconsequential, and markets feel euphoric yet uneasy: on.ft.com/4n0nO4a
October 12, 2025 at 11:06 AM
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Advanced economies are getting submerged under an ever-growing heap of red tape: on.ft.com/3VdOlQn
September 14, 2025 at 11:04 AM
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A handful of narrow growth engines are propping up America's otherwise broadly slowing economy:
on.ft.com/3JNBO3D
September 7, 2025 at 11:06 AM
Check out my latest article for @financialtimes.com

Will Trump avoid a Republican backlash over his tariff plans?
on.ft.com/3UGYDrN
August 22, 2025 at 1:08 PM
(2/3)
August 10, 2025 at 11:18 AM
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How the rise of the intangible economy demystifies the US stock market's performance today: on.ft.com/45Hx4op

With insights from: @ckaiwu.bsky.social, @wipo.int, Jonathan Haskel and Andrew McAfee
August 10, 2025 at 11:18 AM
Check out my latest @financialtimes.com column: How Trump muddles the stock market

Flooding the zone' stokes information overload and toys with investors' cognitive biases: www.ft.com/content/0186...
July 29, 2025 at 11:40 AM
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Don't be fooled, the US economy is more fragile than it appears: on.ft.com/4kH2Ki1
July 20, 2025 at 11:02 AM
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How Labour can quickly fix Britain's fiscal problems without doing more damage to growth:
on.ft.com/4lSv16u
July 13, 2025 at 12:23 PM
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Trump's agenda will not deliver for his voters:
on.ft.com/40A66fy
July 6, 2025 at 11:02 AM
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After a year in power, Labour is failing on its mission to raise UK growth:
on.ft.com/4es9Jdm
June 29, 2025 at 11:02 AM
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newsletter. (1/2)

Why Trump's immigration policies will harm the US economy more than his tariff plans:
on.ft.com/3T2uCBW
June 22, 2025 at 11:17 AM
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The rising resistance to creative destruction in advanced economies:
on.ft.com/3SRWMzt
June 15, 2025 at 11:03 AM
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Trump has secured trillions of dollars in investment pledges, but a tariff-led manufacturing boom remains highly unlikely. Here's why:
on.ft.com/4jQatKw
June 8, 2025 at 11:09 AM
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The UK doesn't have a "productivity puzzle". Its problem is policymaking:

on.ft.com/4kifegH
June 1, 2025 at 11:02 AM
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China's untapped consumer potential
on.ft.com/43Eqzkm
May 25, 2025 at 11:28 AM
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How poor healthcare contributes to "US economic exceptionalism"
on.ft.com/4mnx03I
May 18, 2025 at 11:01 AM
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Domestic trade barriers are just as stifling as tariffs:
on.ft.com/4kdzWhd
May 11, 2025 at 11:03 AM
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Europe won’t displace US economic power any time soon: Trump's damage could be mostly reversible.

on.ft.com/4iJhagE
May 4, 2025 at 11:01 AM