The Sceptical Economists
Kevin Gaynor, Andy CatesA sceptical take on economics, policy and markets
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 41 | Subscribers | Read | thescepecons.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Humans are hackable individually, AI agents are hackable collectively.
Rather like most board members, I know very little about IT security. So perhaps it isn’t much of a surprise that there is so little discussion regarding how risks change with the deployment of autonomous agentic AI: humans can’t be hacked ...
The AI Productivity Boom That Isn’t—Yet
The recent pickup in US productivity growth has been widely interpreted as the first clear economic dividend from artificial intelligence. After more than a decade of disappointing performance, labour productivity has accelerated noticeably...
Are We In An AI Bubble?
Recent weeks have seen financial markets gripped by a shifting mix of narratives. A weaker US dollar, rising rate volatility and renewed geopolitical uncertainty have revived talk of a tentative “sell America” trade, as investors reassess U...
AI, Productivity and What Might Happen Next Year
Few forces will matter more for the evolution of the world economy — and by extension financial markets — next year than artificial intelligence. Whether AI proves to be a genuine macroeconomic inflection point or merely the latest episode ...
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Authors
The writers behind this newsletter.
Macro, Asset Allocation, Risk
Professional economist with over 25 years of experience advising colleagues and clients and with award winning research contributions from accurate out-of-consensus insight.
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