Publications

In this month’s newsletter: AI meets PE, a look at the private credit redemption crisis, and more questions about Jared Kushner.

US sanctions and the ongoing blockade of Cuba are causing deadly shortages and harming civilians, potentially qualifying as war crimes under the Fourth Geneva Convention. New legislation and legal debates are now challenging the constitutionality and human cost of these measures.

The war with Iran is not only a humanitarian crisis but a costly economic shock, raising prices, straining global supplies, and locking the US into higher military spending for years.

A sharp drop in hiring alongside low quits points to a stagnant labor market that may weaken further as economic uncertainty grows.

Trump administration allows limited Iranian and Russian oil sales, and eases certain Venezuela sanctions. Meanwhile, the US blockade on Cuba chokes the island’s economy and population, a policy that recent polling indicates many US Americans oppose.

Decades of a frozen tipped wage continues to shift labor costs onto customers while policy fixes do little to support the lowest-paid workers.

Mounting evidence of overpayments and rising costs is driving growing bipartisan pushback against Medicare Advantage insurers.

Higher energy costs and uncertainty tied to global conflict are likely to accelerate the shift toward renewable energy despite efforts to favor fossil fuels.

The March jobs report will likely reflect a fragile labor market slipping further as higher costs and uncertainty begin to weigh on hiring.

Proposed regulations create legal safe harbors that limit employer liability while allowing greater exposure of workers’ retirement savings to complex and risky investments.