The Capital Note

The Capital Note: Google Under Attack, the Fed Frets about Risk

By Andrew Stuttaford October 22, 2020

On the menu today: The war on Google, the Fed worries about what ultra-low interest rates might mean, the Biden liquidation, automation, a unicorn stumbles, and a case study in ...

The Capital Note: What to Expect from China’s 19th Party Congress

By Daniel Tenreiro October 21, 2020

On the menu today: China’s 19th Party Congress, vaccine diplomacy, insider trading from home, and a look at the Microsoft antitrust case.

The Capital Note: Going After Google

By Andrew Stuttaford October 20, 2020

On the menu today: The war on Google, clouds over commercial real estate, clouds in space, food hoarding — and money as a memory device.

The Capital Note: Following the Money in Beijing

By Daniel Tenreiro October 19, 2020

On the menu today: Parsing China's economic data, oil industry consolidation, and a new paper sheds light on the vulnerability of the Chinese real-estate market.

The Capital Note: China Bulls Shop, Europe’s Sour Grapes

By Andrew Stuttaford & Daniel Tenreiro October 15, 2020

On the menu today: China’s successful bond issue, America’s high tech, China’s Covid exports (no, not that one) and the end of risk-free assets.

The Capital Note: Volatility Delivers Victory for Goldman Sachs

By Daniel Tenreiro & Andrew Stuttaford October 14, 2020

On the menu today: Volatility boosts bank profits, ESG (again), a defense of the financial media, and why studying economics will make you rich.

The Capital Note: Interest Rates at Four Thousand Year Lows (What Could Go Wrong?)

By Andrew Stuttaford October 13, 2020

On the menu today: Negative interest rates, “stakeholder capitalism,” Illinois taxes, the EU’s Green New Deal, magic, math, money, and Sir Isaac Newton.