Research
Agentic AI passages rose to 188 in 2026Q3
Analyzed SEC passages using agentic AI rose to 188 from 140 in the prior quarter, with AI infrastructure and data center power also climbing.
Heating oil spending forecast to rise
Tax-backed borrowing and the saving glut of the rich
An NBER working paper’s estimated model links part of the US saving glut among top earners to redistribution financed through borrowing backed by future taxes.
Dollar dominance holds up in modeled stress tests
An NBER working paper finds little change in dollar dominance across its tested scenarios, as separate research examines the conditions behind fiscal influence over monetary policy.
Stronger demand supports expansion as pricing diverges
Companies reporting in QBook’s second quarter of 2026 described strengthening demand and targeted expansion, with uneven consumer spending and price movements limiting the common pattern.
Agentic AI passages recede after a 2026Q1 peak
Analyzed 2026Q2 filings still carried 140 agentic AI passages, well above the seven-quarter mean.
State Intervention and the New Geopolitics of Trade
New research highlights how government policy is actively shaping global trade surpluses, maritime infrastructure, and the stability of digital assets.