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Friedman’s Maxim and the Theory and History of Inflation
Introduction Inflation is widely regarded as an economic curse, and above-average rates of inflation have been associated with adverse growth consequences (Barro 2013). The great economist, Milton Friedman, famously claimed in a 1963 interview that “inflation is always and everywhere…
France’s Government Debt Adds to Europe’s Inflation Risk
France, like Greece in 2010, has arrived at an unsustainable fiscal impasse, and it is possible that within a few years the market will conclude that France’s debt-to-GDP ratio implies it will have to default or get bailed out by…
Crypto Selloff Reveals Challenge For Stablecoins
The cryptocurrency rout that began in early October contained a message for investors about stablecoins, the digital assets that promise 1 for 1 convertibility into dollars or some other hard currency. Stablecoins are widely used as the medium of exchange…
Bank Equity Price Reactions to Stablecoin Legislation
Executive Summary The rapid growth of the stablecoin market has sparked debate over its impact on the banking sector (Coste (2024), Wang (2025)). If a multi-trillion-dollar market were to materialise, stablecoins could compete for payment services and undermine banks’ funding…
What Happened to Stablecoins During the Crypto Winter?
Introduction Bitcoin prices peaked at $125,000 on October 6, 2025. Four days later, on October 10, crypto markets experienced their largest deleveraging episode on record: more than $19 billion in leveraged positions were liquidated within 24 hours. The selloff was…
Sudden Liquidity Anxiety Exposes Fault Lines In Private Credit
The recent selloff of Blue Owl and firms like it after a redemption at one of its retail private credit funds has become the poster child for growing anxiety about the health of private credit markets. Private credit has grown…
Tariff Uncertainty Remains the Order of the Day
Introduction The U.S. Supreme Court’s decision on Friday, February 20, 2026, to declare as unconstitutional the country-specific tariffs imposed by President Trump by executive order based on the International Emergency Economic Powers Act of 1977 (IEEPA) settled one question and…
Agentic AI: Navigating ROI Challenges
Autonomous systems capable of perceiving, reasoning, and acting toward goals with minimal human intervention—Agentic AI—is rapidly emerging as a transformative force in enterprise technology strategy. Unlike traditional Al, which typically responds to prompts or executes predefined tasks, Al agents possess…
Reports from the Front Lines of AI Adoption
Artificial intelligence (AI) has reached an inflection point. Compute capacity has increased by more than 600 times in six years, while AI performance now exceeds human baselines on standardized assessments including the bar exam, LSAT, and GRE. [1] Roughly 95…
Transforming Economic Intelligence
The Andersen Institute partnered with Andersen Consulting’s AI & Advanced Analytics practice to understand how the largest U.S. tariff increase since the Great Depression was affecting corporate behavior and profitability. Using Palantir Foundry and frontier large language models (LLMs), researchers…