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The Economy Graphics

Figure 1: DB share falls below 50% globally around 2013; in advanced Europe, the same crossover happens abruptly near 2011.

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The Economy Graphics

Figure 8: Fiscal news pushes r* up modestly; AI and Fed-meeting news both pull it down. Related article: 

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Figure 7: R* falls on AI-release days and edges up on all other days, the reverse of what a capital-demand story would predict. Related article:

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Figure 6: Public attention was flat for years, then surged after ChatGPT's late-2022 debut.

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Figure 5: Four labs releasing major updates in overlapping waves, roughly every one to two months by 2024. Related article: 

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Figure 4: A decade-ahead debt forecast that has climbed almost without interruption since 2010. Related article: 

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Figure 3: Fiscal news clusters around pandemic relief in 2020–21 and the reconciliation fight in 2025. Related article: 

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Figure 2: The four models disagree on level but move in the same direction since the 2020–21 lows. Related article:

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Figure 1: Four independent methods agree: r* fell for over a decade, then reversed by roughly a point after 2020. Related article:

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Figure 1: Fiscal exposure widened as KKM liabilities grew and investors priced the risk through 2023 Related article: Financia

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Figure 1: Rates fell as inflation climbed, then reversed once orthodoxy returned in 2023 Related article: Financial Engineering

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Figure 1: Bond market participation rises steadily after capital-account liberalisation. Related article: Borrowing Costs in Emerging

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Figure 1: Pension reform broadens corporate access to domestic bond markets. Related article: Borrowing Costs in Emerging Markets: Th

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China’s overseas equity position has grown from marginal to globally relevant. Related Articles: China’s Financial Influence Is Reaching A

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Inflation perception and expectation errors rise as distrust in public economic institutions increases. Related Articles: The Hirshleifer Effect: When

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Local information sources are associated with higher expectations, while aggregate sources tend to point lower. Related Articles: The Hirshleifer Effec

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APAC recorded the fastest year-on-year growth in on-chain value received, reinforcing Asia’s increasing weight in global digital-asset activity. Related Articles:

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Policy uncertainty spikes around Berlin’s major housing-policy shocks. Related Articles: Berlin Housing Market: How Regulatory Risk Still Shapes Pric

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Berlin’s valuation discount emerged after repeal and persisted through 2024. Related Articles: Berlin Housing Market: How Regulatory Risk Still Shapes P

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Same tariff, three verdicts: the weighting choice moves the answer more than the specification does. Related Articles: The Tariff Pass-Through Puzzle: Why

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