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Ananyaa's Audit

Ananyaa

My take on the intersections of Economics, Geopolitics, AI and more. Short, sharp weekly articles; written to make you think

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Substack
PricingOnly free issuesPublishesWeekly
Issues19Founded5 months agoLast Issue6 days ago
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Latest Issues

Bessent’s Bond “Bailout”

The Intervention

It is no secret that the rich world has a government debt problem.

Source: Financial Times

Since the pandemic, yields have steadily climbed across the G7 as high levels of government spending - and the borrowing requ...

6 days ago
6
1

A Tale of Two AIs

The Market Tumult

Late July brought a sharp end to the months-long chip stock rally. Triggered by South Korean chip giant SK Hynix - whose shares dropped nearly 20% after earnings missed market expectations - the downturn quickly spi...

a month ago
11
10

The Pivot to Opacity

Source: Official White House Photo by Daniel Torok.

This was a piece I wrote back when Warsh just stepped into the role of Fed chair. I used to be a big advocate for central bank transparency, but after reading arguments from Gillian Tett...

a month ago
14
16

The Iran War: Endogenous shifts; Exogenous pain

Photo by Saifee Art on Unsplash

This piece was written before strikes were paused in late July. However, the argument still holds. Perhaps this is a sign that the exogenous pain is ‘spilling over’, or even beginning to turn endogenous - an...

a month ago
20
9

A Dual Engine; a Demand Deficiency

Source: CNN Business

Innovation in China

China has long been the world’s dominant manufacturer; after all, it is production prowess and an export oriented strategy that has driven the country’s exponential growth. However, this story...

2 months ago
14

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  • Ananyaa

    Just a curious student trying to make sense of things through writing. Connect with me to navigate together the intersections of economics, geopolitics and AI in the modern world.

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