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Is the Global South More Optimistic Than Prepared for AI?

Emerging and developing economies are more optimistic than advanced ones about artificial intelligence (AI), but less prepared to adopt it. This gap could offer a “golden opportunity” for partnerships with the United States around AI standards, skills, and exports.

Analysis by Navin Girishankar and Andrea Leonard Palazzi — October 23, 2025

Can the United States Meet Skilled Trade Labor Demand Through 2030?

The GenAI infrastructure build-out presents a unique opportunity to create new pathways to durable middle-class jobs, but AI data centers will not be wired, commissioned, or inspected without skilled trades workers.

Analysis by Navin Girishankar and Karl Smith — October 2, 2025

Can Tariffs Revive U.S. Manufacturing Jobs?

The Trump administration’s 90-day pause on “Liberation Day” reciprocal tariffs – meant to revive declining U.S. manufacturing jobs - offers a window of opportunity for U.S. policymakers to focus on the enduring source of U.S. economic advantage: technology innovation. 

Analysis by Navin Girishankar, Andrea Leonard Palazzi, Ahmed Shareef, and Ameya Khanapurkar — April 11, 2025

Trump Targets Largest U.S. Trade Partners with New Tariffs

The use of emergency economic powers to impose tariffs on Canada, Mexico, and China risks undermining U.S. economic security by disrupting supply chains, increasing costs for consumers and businesses, and straining critical partnerships.

Analysis by Navin Girishankar and Philip Luck — February 3, 2025