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Browse market commentary, macro analysis, and student-led reporting.

The New Battle for Capital

As governments and technology companies compete for increasingly expensive capital, rising bond yields are reshaping the cost of borrowing. Does the growing demand for debt means for governments, financial markets and the future of the AI boom.

The Seventh Review

Four years after default, Sri Lanka has growth, reserves and a near-complete restructuring, and an IMF review that just ended without agreement. The recovery keeps getting rescheduled, not resolved.