Executive Intelligence
Know what matters
before it matters.
Clear, concise, decision-relevant perspectives on a connected world. We examine how global developments influence the choices facing leaders.
Latest perspective
The Crisis Beyond Oil
Why Iran, Food Security and the U.S. Bond Market Are Becoming One Global Economic Story
A disruption in the Strait of Hormuz can travel from energy markets to fertilizer, harvests, food prices, interest rates and sovereign balance sheets. The central risk is not one isolated shock, but several interconnected pressures arriving at the same time.
Our field of view
A connected world demands connected thinking.
Economics & Finance
Growth, inflation, interest rates, capital and the pressures shaping business decisions.
Markets
Signals across markets and the connections that matter for strategy.
Geopolitics & Trade
Supply chains, political developments and the changing conditions for trade.
Technology & AI
Emerging capabilities and their practical implications for organizations.
Science & Space
Developments with the potential to reshape industries and long-term opportunity.
Executive Watch
Leadership, institutions and the decisions influencing the business environment.