Bird's Eye

Analysis of the policies and markets that drive the world economy

Investment Strategy

4 min read

Flexible manufacturing may be the safest bet in food

Food & Beverage

Market Views

6 min read

The stopgap leaves the Pentagon far short of its $1.5 trillion request

Defense & National Security

Sector Analysis

6 min read

Outcome-based pricing will create a new set of software winners

Technology & AI

Market Views

6 min read

Nebraska's early Medicaid data points to rural hospital strain in 2027

Healthcare

Sector Analysis

6 min read

Transformer shortages are reshaping grid equipment economics

Manufacturing & Industrial

Investment Strategy

6 min read

Lessons from KKR's sale of 16 Japanese hotels

Hospitality

Investment Strategy

6 min read

Lessons from Nvidia's $12.9 billion Hugging Face acquisition

Technology & AI

Market Views

6 min read

US food inflation is normal on average and uneven underneath

Food & Beverage

Sector Analysis

6 min read

Missile output is now constrained by the supply chain

Defense & National Security

Market Views

6 min read

Washington now measures quantum computing by scientific results

Deep Technology

Sector Analysis

6 min read

Why faster first-in-human trials matter for biotech returns

Biotechnology

Investment Strategy

6 min read

Pricing healthcare deals under the new pharmaceutical tariff

Healthcare

Market Views

6 min read

The World Cup proved US hotel pricing power, and 2027 will test demand

Hospitality

Market Views

6 min read

AI demand is creating two distinct data center markets

Technology & AI

Investment Strategy

6 min read

The Texas data center pause is a lesson in backlog risk

Manufacturing & Industrial

Sector Analysis

6 min read

Fusion developers now face state-by-state permitting

Deep Technology

Market Views

6 min read

US policy keeps Chinese drug licensing open while restricting services

Biotechnology

Sector Analysis

6 min read

GLP-1 drugs are turning snacking into a planned purchase

Food & Beverage

Investment Strategy

6 min read

Defense listings in 2026 are rewarding cash generation

Defense & National Security

Sector Analysis

6 min read

Nurse scheduling has become a hospital's largest controllable cost

Healthcare

Market Views

6 min read

US factory demand is broadening as input costs rise faster

Manufacturing & Industrial

Sector Analysis

6 min read

Hotel franchisors are earning from travelers who never book a room

Hospitality

Investment Strategy

6 min read

Record fusion funding makes the supply chain the steadier investment

Deep Technology

Investment Strategy

6 min read

Modality risk is the lesson of the autoimmune CAR-T pauses

Biotechnology