US Economic Outlook

See What 71 Economists Told Us About Where Growth and Yields Are Headed
https://www.wsj.com/finance/see-what-71-economists-told-us-about-where-growth-and-yields-are-headed-8977cb44
Economists surveyed by The Wall Street Journal now see higher bond yields for longer, firmer growth and eventual relief on inflation. 

Tata's Future

A Battle for Control of India’s Biggest Business Empire
https://www.nytimes.com/2026/10/21/business/tata-india-boardroom-fight.html
A boardroom fight, an attempted veto and government intervention have plunged the Tata Group, one of India’s most revered institutions, into a fight over its future.  

Computer Chips and Geopolitical Competition

Computer Chips Are the Most Magnificent Things Humanity Has Ever Made
https://www.newyorker.com/magazine/2026/10/26/computer-chips-are-the-most-magnificent-things-weve-ever-made
They power our phones, cars, dishwashers—and the A.I. systems that prop up the economy. They’re also at the heart of fierce geopolitical rivalry. 

Resource Constraints

The End of Abundance
https://www.project-syndicate.org/commentary/emerging-economies-must-recognize-need-for-fiscal-dominance-by-v-anantha-nageswaran-2026-10
The decades ahead will be shaped by a contest for natural resources, making the world more prone to stagflation and handing the levers of policy back to governments. Emerging economies that are rich in people but poor in resources will be the most acutely affected but can take practical steps to strengthen their resilience. 

France in Trouble

A ‘Doom Loop’ Threatens France as Populism Confronts Markets
https://www.nytimes.com/2026/10/20/business/france-protests-bond-markets.html
The turmoil shows the profound challenges facing governments stuck between unhappy citizens and wary bond investors.
 
It’s Not Just France. Europe’s Political Center Is Crumbling. 
https://www.nytimes.com/2026/10/20/world/europe/france-protests-europe-centrist-far-right.html
Europe’s centrist parties are losing ground among young people and workers, who are increasingly tempted by populist promises of radical change. 

State of the US Economy Ahead of Midterms

3 Charts That Explain the Economy as Voters Head to the Polls
https://www.nytimes.com/2026/10/18/business/economy/economy-midterm-elections.html
Inflation is high, consumer spending is strong and seemingly everything depends on what happens with artificial intelligence. 

Everything Feels So Expensive. Here’s What’s Really Going On.
https://www.nytimes.com/2026/10/21/opinion/affordability-crisis-prices-economics.html

Higher Rates and the Stock Market

For Investors and Savers, TINA Is Giving Way to TARA
https://www.wsj.com/opinion/for-investors-and-savers-tina-is-giving-way-to-tara-3cfc0714
Rising Treasury yields mean stocks will become less attractive, interest-bearing accounts more so.