Thursday, October 22, 2026
7 stories
New research is trying to defuse the famous 'China shock' finding on how Chinese imports hit local labor markets. The debate over the influential economics finding has turned into an almighty fight among researchers. The piece walks through the challenge to one of trade economics' most cited results.
Brazil's economy is described as weird and in need of serious reform. But neither President Lula nor his likely rival Flávio Bolsonaro has the stomach for the necessary changes. The result is a large economy stuck in an odd equilibrium.
AI computing power is being called the new oil, and it now needs a new market. Financial firms are racing to create instruments to trade processing power. The story traces the birth of a financial market for compute.
Netflix may be losing the plot as a streaming leader. The rise of YouTube has shifted the ground under the streamer's feet. The article examines whether Netflix's dominance is finally being challenged.
The 2010s were a revolutionary decade for business, and they deserve a revisionist eye. The piece reconsiders how that decade remade the corporate world. A reminder that recent history looks different with distance.
Liberal Europe is in agony: its centrist rulers have fallen dangerously short of expectations and are now paying the price. The leader article takes stock of Europe's struggling political center. It is one of the week's sharpest diagnoses of European politics.
Either AI stock valuations or public debt could crash markets, but probably not both at once. The leader argues that if AI stocks collapse, bond yields will fall, cushioning the blow. A contrarian take on the two big market fears.