The Economic Institute (TEI) — Economic Analysis, Research & Education
Latest Analysis
The Iran Escalation and America's Economic Tightrope
11h ago
Oil at the Brink: How the Iran War Is Reshaping Global Energy Markets
13h ago
Adidas, Stagflation, and the Consumer Confidence Illusion
4 days ago
PhonePe's $10.5 Billion Bet: What India's Fintech IPO Boom Tells Us About the New Geography of Capital
4 days ago
Gen Z, AI, and the Experience Gap: Why the Youngest Workers Are Losing the Most
11h ago
The Drug Pricing Paradox: Why American Patients Keep Paying More
4 days ago
Through the Strait: How the Iran Conflict Is Turning the Dow Jones Into a Geopolitical Barometer
8h ago
The FTSE 100's Defensive Armor: Why Britain's Index Is Built for Crises
11h ago
How Artificial Intelligence Could Reshape Productivity, Wages, And Monetary Policy
24 February
Microsoft’s Fifty Billion Dollar AI Push in the Global South Signals a New Phase of Tech Investment
19 February
The Hunger Spiral: Why West Africa's Food Crisis Is Getting Worse and What Economics Tells Us About Fixing It
11h ago
Stabilization And Cyclones: Sri Lanka’s Recovery Under Climate Pressure
27 February
Macro History In The Spotlight: How Long Run Data Shapes Today’s Policy Debates
27 February
What Past Financial Crises Can Teach Us About The Risks Of 2026
27 February
Global Economics
Africa’s Currency Pressures Are Reshaping Trade, Debt Costs, and Growth Strategies
24 February
Inside Korea’s Business Confidence Rebound And What It Signals For Global Manufacturing
24 February
Reading The Signals: What Slower US Business Activity Means For Growth And Policy
24 February
A Guide To This Week’s Key Global Economic Releases
24 February
Business
How Rising Food Prices Are Reshaping Household Budgets and Local Business Decisions in Emerging Markets
Weaker currencies and supply chain pressures in several emerging economies have pushed food costs higher in February 2026. This article examines how rising food prices influence household consumption, small business pricing strategies, labour decisions, and overall microeconomic behaviour.
19 February
Price Elasticity Shifts in Essential Goods Markets
New evidence on how consumer sensitivity to price changes has evolved in post-inflationary markets.
14 February 2026
Market Concentration Trends in the Pharmaceutical Sector
Analysing how mergers, patent cliffs, and regulatory barriers shape pricing power in drug markets.
12 February 2026
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Economic Policy
From Stagnation To Stabilization: Understanding Germany’s Business Sentiment Turnaround
24 February
The New Central Bank Problem: Why “On Hold” Policies Still Create Market Volatility
19 February
Japan’s Rising Debt Costs: How Higher Issuance and Interest Burdens Are Reshaping Fiscal Policy
19 February
Post-Brexit Trade Frictions: The Economic Cost of Delayed Digital Borders
19 February
Finance
Bitcoin Near Two Month Lows as Weak Momentum and Rate Fears Drive a Risk Off Shift
Bitcoin has slipped toward the mid sixty thousand range, trading near two month lows as global markets adopt a risk off tone. With ETF outflows rising and traders seeking downside protection, the digital asset market is reassessing liquidity, inflation risks, and macro uncertainty. This article examines the economic forces behind the downturn and what they signal for global capital flows.
20 February
Bonds Are Betting on an AI Productivity Leap, but Can the Rally Last
Global bond markets have rallied as investors price in the possibility that artificial intelligence will significantly raise productivity and reduce long term inflation. This article examines why investors are so confident, what data would need to validate the thesis, and where the biggest risks lie if the AI productivity narrative proves too optimistic.
19 February
Emerging Market Debt: Fundamentals, Dollar Cycles, and Sovereign Risk
Emerging market bonds often rally when global liquidity improves and the US dollar softens. But not every rally reflects structural reform or fiscal strength. This analysis examines whether recent performance in emerging market debt is driven by stronger fundamentals or by external monetary conditions, and what that means for sovereign risk assessment.
19 February
TEI Insights
Quick economic commentary in under 2 minutes
Technology
AI Export Controls and the New Tech Cold War
Artificial intelligence has become a strategic asset, and export controls on advanced chips are now instruments of economic statecraft. As the United States tightens restrictions on semiconductor exports to China, global supply chains, capital expenditure cycles, and innovation trajectories are being reshaped. This analysis explores how AI export controls function as a macroeconomic variable rather than a narrow trade tool.
18 February
Generative AI Productivity Gains: Early Evidence from Enterprise Adoption
What the first wave of corporate AI deployments reveals about productivity, labour substitution, and ROI.
14 February 2026
Platform Economics and the Future of Digital Labour Markets
12 February 2026
Semiconductor Supply Chain Resilience and Strategic Autonomy
7 February 2026
Autonomous Vehicle Economics and Urban Transport Transformation
5 February 2026
Cloud Computing Cost Structures and Enterprise Spending Patterns
31 January 2026
Development Economics
Can Faster Growth In Low Income Countries Break The Poverty Trap
26 February
Thailand’s Poverty Success Story And Why Vulnerability Still Shadows The Gains
26 February
Malawi’s Reform Challenge And The Promise Of Private Investment
24 February
Digitising India’s Power Grid: How Modern Infrastructure Can Transform Development Outcomes
20 February
Economic History
How Europe Is Rethinking Its Export Led Growth Model For A Riskier World
For more than a decade, Europe leaned heavily on external demand and current account surpluses. Now rising geopolitical risk, slower global trade and domestic underinvestment are forcing a rethink of that strategy, with the European Central Bank calling for stronger home grown demand.
26 February
Why Old Financial Crises Still Shape Today’s Policy Choices
From gold standard panics to the global financial crisis, past episodes of market turmoil still guide how central banks and regulators think about risk. This article connects historical crisis patterns to current vulnerabilities and explains why the echoes matter in 2026.
26 February
The Bretton Woods System at 80: Lessons for Modern Monetary Order
Revisiting the 1944 agreements and their relevance to current debates about international monetary reform.
14 February 2026
Latest Research
View Research ArchiveCompute as Capital: Measuring the Macroeconomic Impact of Frontier AI Compute Constraints
10 June 2025
Research PaperSystematic Risk, Liquidity Premia, and the Cross-Section of Expected Returns: A Unified Factor Framework
15 March 2025
Research PaperIndia's Economic Liberalization and Structural Transformation
20 January 2025
The Global Economic Brief
Weekly analysis of macroeconomic trends, policy developments, and institutional research.