Adi Agrawal: SkyWise Researchhttps://adi-agrawal.com/research/Research notes on rates, growth, geopolitics and the economics of AI, with my investment philosophy and projects.en-usBeyond the Chatbothttps://adi-agrawal.com/research/beyond-the-chatbot/https://adi-agrawal.com/research/beyond-the-chatbot/Sun, 13 Sep 2026 12:00:00 +0000AI / DiscoveryWhere AI has produced real results so far: scientific discovery, spreading expertise and systems that compound, with a wealth management case study.China’s Sluggish Growth, Deflation and Implications on the Worldhttps://adi-agrawal.com/research/china-growth-deflation/https://adi-agrawal.com/research/china-growth-deflation/Wed, 02 Sep 2026 12:00:00 +0000ChinaChina’s slowing growth, persistent deflation, property downturn and industrial overcapacity, and how each one reaches the rest of the world.Japan–Russia Currency Crisis and U.S. Bond Yieldshttps://adi-agrawal.com/research/japan-russia-currency-crisis/https://adi-agrawal.com/research/japan-russia-currency-crisis/Mon, 24 Aug 2026 12:00:00 +0000Currencies / RatesJapan’s yield curve, Russia’s sanctions-driven isolation and the U.S. fiscal position, with 13 charts built from FRED series.The Heartland’s Freight Renaissancehttps://adi-agrawal.com/research/heartland-freight/https://adi-agrawal.com/research/heartland-freight/Tue, 23 Jun 2026 12:00:00 +0000IndustrialReindustrialization in the U.S. interior and what it has done to flatbed freight.The Skills Mismatch Economyhttps://adi-agrawal.com/research/skills-mismatch-economy/https://adi-agrawal.com/research/skills-mismatch-economy/Mon, 01 Jun 2026 12:00:00 +0000AI & LaborWharton, Accenture, McKinsey, Brookings and Pew on how AI is reorganizing the labor market.Bridging the Gap: AI-Led Financial Operationshttps://adi-agrawal.com/research/ai-led-financial-operations/https://adi-agrawal.com/research/ai-led-financial-operations/Mon, 18 May 2026 12:00:00 +0000AI & OperationsThe step between manual workflows and agentic AI in middle-office operations.Middle East Geopolitical Realignmenthttps://adi-agrawal.com/research/middle-east-realignment/https://adi-agrawal.com/research/middle-east-realignment/Wed, 29 Apr 2026 12:00:00 +0000GeopoliticsThe economic effects of U.S. and Israeli actions in the Middle East, quantified.The Global Geopolitical Landscape and New World Orderhttps://adi-agrawal.com/research/new-world-order/https://adi-agrawal.com/research/new-world-order/Thu, 23 Apr 2026 12:00:00 +0000GeopoliticsA macro model’s read on a shift toward strategic realignment, over a three-to-five-year horizon.The AI Revolution and Organizational Transformationhttps://adi-agrawal.com/research/ai-organizational-transformation/https://adi-agrawal.com/research/ai-organizational-transformation/Mon, 30 Mar 2026 12:00:00 +0000AI & OrganizationsThe digital revolution as a comparison for AI, the rise of the Chief AI Officer, and what it means for the C-suite.AI in 2026: Business Adoption and Economic Impacthttps://adi-agrawal.com/research/ai-2026-adoption/https://adi-agrawal.com/research/ai-2026-adoption/Tue, 13 Jan 2026 12:00:00 +0000AI & GrowthHow far business adoption of AI has gone, with tech investment at a record 6.02% of GDP, and what that means for growth.Fed Independence in 2026https://adi-agrawal.com/research/fed-independence-2026/https://adi-agrawal.com/research/fed-independence-2026/Wed, 24 Dec 2025 12:00:00 +0000Monetary PolicyFed independence ahead of the May 2026 leadership change: base case, risk case, and what each means for rates.Evidence-Based Country Groupinghttps://adi-agrawal.com/research/country-clustering/https://adi-agrawal.com/research/country-clustering/Sat, 29 Nov 2025 12:00:00 +0000MethodologyA K-means grouping of the 50 largest economies, as an alternative to static developed and emerging labels.