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The Shutdown Was a Warning: Economic Statistics Must Be Modernized

Last Friday should have been Jobs Day, with the from the Bureau of Labor Statistics, but the federal statistical agencies are still working...

Capex Spending on AI Is Masking Economic Weakness

The U.S. economy’s recent growth has a distinctive engine: large‑scale capital expenditures (capex) tied to artificial intelligence (AI). Firms such as , , ,...

Economic Reacceleration: A Contrarian View

Over the past two weeks, we’ve addressed a persistent question: if the data signals weakness, why hasn’t the recession arrived? In “Slowdown Signals: Are...

AI Infrastructure: A New Pillar of Economic Growth

Artificial intelligence (AI) makes daily headlines, and investors are questioning if businesses’ AI-related investment can continue at this pace. The money spent on data...

@ the World Economic Forum in Davos: What does responsible AI look like in the age of agentic AI?

FEMI OKE: Technology is embedded in every aspect of our daily lives, from the way our...

@ the World Economic Forum in Davos: What does it take to thrive in an uncertain world?

FEMI OKE: Would you like to know what’s on the mind of some of the world’s...
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