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    Economics and Finance

    Private Credit in 2026: Between Silent Expansion and Hidden Fragility
    by Masaaki Yoshimori

    Private Credit in 2026: Between Silent Expansion and Hidden Fragility

    Private credit has evolved into a major force in global finance, expanding rapidly outside traditional regulation. While less leveraged than subprime markets, risks are shifting toward liquidity constraints, opaque valuations and investor behavior. Rising defaults, AI-driven capital cycles and external...

    April 16, 2026
    Beyond the Breach: Safeguarding the Integrity of Private Banking
    by Boecyàn Bourgade

    Beyond the Breach: Safeguarding the Integrity of Private Banking

    April 14, 2026
    Deal Under Pressure: What India Really Gains from the Trade Agreement with the US
    by Vijay Kumar Dhar

    Deal Under Pressure: What India Really Gains from the Trade Agreement with the US

    April 11, 2026
    FO Talks: Will AI, Gold and Dedollarization Reshape Global Markets in 2026?
    by Devina Mehra & Rohan Khattar Singh

    FO Talks: Will AI, Gold and Dedollarization Reshape Global Markets in 2026?

    April 9, 2026
    All Eyes Are on Cuba, and No One Knows How Its Future Could Play Out
    by Laura Pavon

    All Eyes Are on Cuba, and No One Knows How Its Future Could Play Out

    April 8, 2026
    Capitalism at 250: Freedom, Legitimacy and the Renewal of the Market Order
    by John F. Halbleib & Masaaki Yoshimori

    Capitalism at 250: Freedom, Legitimacy and the Renewal of the Market Order

    Capitalism has entered a new phase in which economic growth...

    April 7, 2026
    ​Beyond the Code: Reclaiming Human Agency in an AI-First World
    by Partha Roy

    ​Beyond the Code: Reclaiming Human Agency in an AI-First World

    Artificial Intelligence has shifted from a technological novelty to a...

    April 5, 2026
    Short Selling: When Prophecy Collides With Reality
    by Bob Martin

    Short Selling: When Prophecy Collides With Reality

    Before the release of The Big Short in 2015, starring...

    April 4, 2026
    The Master Paradox: How a Mid-Sized Bank Exposed the Cracks In Brazil’s Power
    by Luiz Cesar Pimentel

    The Master Paradox: How a Mid-Sized Bank Exposed the Cracks In Brazil’s Power

    The Banco Master scandal exposes Brazil’s largest banking fraud, revealing...

    April 3, 2026
    Why the Houthis Have Held Back: Yemen’s Calculated Restraint in a Regional War
    by Abdul Galil Shaif

    Why the Houthis Have Held Back: Yemen’s Calculated Restraint in a Regional War

    The Houthis, despite ties to Iran, maintain autonomy and prioritize...

    April 2, 2026
    Timing Talent: Early Investment, Late Bloomers and the Economics of Gifted Education
    by Heather Houston & Masaaki Yoshimori

    Timing Talent: Early Investment, Late Bloomers and the Economics of Gifted Education

    Gifted education represents one of society’s most powerful investments in...

    March 31, 2026
    China’s Neglected Agricultural Revolution
    by David Mahon

    China’s Neglected Agricultural Revolution

    China’s agricultural transformation is driven by historical trauma and modern...

    March 27, 2026
    The Agency of Middle Powers in a Fragmented and Polarized World
    by Thomas Greminger

    The Agency of Middle Powers in a Fragmented and Polarized World

    Middle powers like Norway, Qatar and Switzerland play crucial roles...

    March 27, 2026
    Private Credit Turned Out to Be an Illusion. What’s Next?
    by Imran Khalid

    Private Credit Turned Out to Be an Illusion. What’s Next?

    The global financial system faces stress as private credit funds...

    March 25, 2026
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    Easter and Passover Explained: Two Stories, One Crossing

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    FO Live: How the US–Israel War in Iran Could Redraw Middle East Borders

    51³Ô¹Ï

    PODCASTS

    FO Podcasts: The Big Paradox — Why Immigration Divides America Like Nothing Else

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    51³Ô¹Ï Monthly: March 2026

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