Research

Weekly briefings, with the sources shown.

Free weekly briefings for executives and boards on the US economy, geopolitics, AI, and tech M&A. Every claim is dated and sourced.

Weekly briefings

Four series. Dashboard and PDF, every issue.

Every weekly issue is written for executives and boards, dated, and reviewed before it is published. Figures carry their source and reporting window, so a reader can check them. Each issue comes as a dashboard and a matching PDF, both free.

Weekly
US Economy
The US macro picture, read for buyers, lenders, and operators: what the data changes about a deal or a plan.
Latest: The strong and the strained
Weekly
Geopolitics
Political and regulatory risks to transactions and supply chains, each tied to the decision it touches.
Latest: The sanctions net tightens, but the wires still hum
Weekly
AI Update
What changed in AI capability, pricing, and policy, and what that means for technical diligence.
Latest: The agent factory meets the audit trail
Weekly
Tech M&A
Software and tech-enabled transactions: structures, valuation signals, and diligence lessons from recent deals.
Latest: The optical bill arrives, and the software buyers keep shopping.

Looking for learnings?

Longer analysis lives in Insights.

Learnings on AI strategy, governance, and M&A are published separately from the weekly briefings.

Read the insights

Four series. Dashboard and PDF, every issue.

US Economy

Geopolitics

AI Update

Tech M&A

Longer analysis lives in Insights.