Global Macro Update Archive - Ed D'Agostino

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Global Macro Update Archive, July 2025

July 25, 2025

A New AI Playbook for America

The White House released America’s AI Action Plan—the clearest signal of AI’s importance to global dominance.

We the Public Will Pay for AI

Last week, we covered my concerns about AI’s impact on jobs. This week, we’ll take a look at its impact on energy demand and who pays for that energy.

AI and Automation – Are You Ready?

Most of us are not prepared for the incredible degree of change Artificial Intelligence (AI), combined with automation, is bringing to society.

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Global Macro Update

Dig deep with Ed D’Agostino as he interviews leading experts on the most urgent stories you need to know about. Learn how your portfolio could be impacted and what's ahead for the markets... Delivered weekly on Fridays.