The Electric Car Is Becoming an Energy Story, Not Just a Car Story
by Amit GoelSeptember 29, 2026China already sells more electric cars than combustion ones, and Europe is not far behind, while the United States, Japan...
The Global Debt Burden Has Shifted to a Higher Baseline
by Amit GoelSeptember 24, 2026The first chart highlights a growing concentration of fiscal pressure across some of the world’s largest economies.
China’s Property Slump Has Outlasted Its Own Playbook
by Amit GoelSeptember 18, 2026Every year since 2022, new home prices have fallen in at least four out of every five of China's 70 major cities, and the "no…
Food Prices Are Threatening Consumer Wallets Today and Long-Term Bonds Tomorrow
by Amit GoelSeptember 8, 2026This chart tracks the monthly change in the Bloomberg Agriculture Spot Index, which follows ten major crop products.
The Fed Is Stuck, the Deficit Is Exploding, and the Dollar Is Losing Faith
by Amit GoelAugust 31, 2026After cutting from 5.00% down to 3.75% through late 2024 and into 2025, the Federal Reserve has now held its target range at 3.50–3.75% for...
How India’s Indebted Households Are making Indian economy more vulnerable
by Amit GoelAugust 17, 2026This chart strips out mortgages and looks only at non-housing household debt as a share of GDP across major economies. On this specific measure...
Record Foreign Inflows Are Reshaping the US Equity Market
by Amit GoelAugust 7, 2026This chart highlights a structural shift in US equity ownership over the past three decades. Foreign investors and passive investment vehicles...
The Quiet Erosion: How Inflation Is Undermining India’s Income Growth
by Amit GoelJuly 24, 2026This chart tracks the share of Indian households across four income brackets from FY2021 through FY2031, and at first glance the trend looks
Leveraged ETF Boom: The Hidden Risk Inside the Rally
by Amit GoelJuly 20, 2026The number of US-listed leveraged ETP products is now approaching 700 funds — more than double the count seen at the end of 2024 —…
US Debt Is Rising Faster Than Ever—What Happens Next?
by Amit GoelJuly 10, 2026This chart shows that the United States is projected to run the largest budget deficit in the G7 relative to GDP, even as many other…
AI Infrastructure Spending Is Entering a New Growth Phase?
by Amit GoelJune 25, 2026This chart highlights that the ongoing AI-driven data center buildout is evolving into one of the largest capital projects in modern history. In just six…
If Bond Yields Fall, The Next Leg of the Bull Market May Begin
by Amit GoelJune 16, 2026This chart shows that global long-term bond yields have risen to their highest level since the 2008 financial crisis, marking a significant normalization of financial…
