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Every issue of PrajnaI — AI, markets, geopolitics, and the dots that connect them. Browse, search, and catch up on anything you missed.
52
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2
Years
3
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Latest Issue
#52
The AI Chip War, Rate Pivot & What India Just Signalled to BRICS
NVIDIA's new export controls reshaped AI compute access across Asia. The Fed held rates but shifted language in two subtle ways most missed. And a quiet bilateral agreement signed in New Delhi this week rewrites the BRICS power calculus entirely.
2026
#51
Mar 10
OpenAI's New Model, Bond Market Signals & The Quiet Dollar Reset
GPT-5 benchmarks leaked ahead of launch. Long-term treasury yields flashed a warning most equity traders ignored. And a slow, deliberate shift in dollar reserve holdings is accelerating.
#50
Mar 3
50 Issues: What We've Learned & The One Macro Bet Dominating 2026
Milestone edition. We look back at the themes that defined two years of PrajnaI — and the single macro narrative that connects everything happening in markets right now.
#49
Feb 24
Deepfakes, Election Season & The Regulation Dilemma Nobody Wants to Solve
AI-generated political content is accelerating ahead of five major elections this year. Regulators are arguing about definitions while reality moves faster than policy.
#48
Feb 17
Why Private Credit Is the Most Watched Asset Class of 2026
Banks pulling back. Yields elevated. And $1.7 trillion in private credit quietly becoming the backbone of mid-market lending. What it means when the next cycle turns.
#47
Feb 10
The Semiconductor Tariff Nobody Predicted — And Its Three Ripple Effects
A surprise tariff announcement sent chip stocks volatile and triggered emergency calls in three Asian finance ministries. We break down what it actually means for supply chains, markets, and Taiwan.
#46
Feb 3
The Middle East Reset: New Alliances, Old Tensions & Energy Pricing
Two normalisation agreements, one collapsed ceasefire, and an OPEC+ meeting that ended without a communiqué. The region's energy politics are shifting under everyone's feet.
#45
Jan 27
Agentic AI Is Here — What the First Real-World Deployments Reveal
Beyond chatbots. Autonomous AI agents are running real workflows in finance, legal, and logistics. The early deployments are teaching us what actually works — and what spectacularly doesn't.
#44
Jan 20
Davos 2026: The Themes That Actually Matter vs The Ones That Got Headlines
We filter the signal from the World Economic Forum — three themes that will actually shape policy and portfolios, separated from the performative announcements dominating coverage.
#43
Jan 13
The 2026 Tech IPO Pipeline — and Why This Cycle Is Different
Over 40 tech companies are queued for public markets in 2026. The macro backdrop, valuation reset, and new SEC disclosure rules make this cycle unlike anything since 2019.
#42
Jan 6
2026 Geopolitical Risk Map: The 8 Flashpoints to Watch This Year
Our annual geopolitical risk preview — the eight pressure points most likely to create volatility across markets, supply chains, and policy landscapes over the next 12 months.
2025
#41
Dec 23
Year in Review: The 10 Shifts That Defined 2025
From the AI regulation sprint to the emerging market debt renegotiations — the ten developments that will shape the next decade, reviewed through our three-domain lens.
#40
Dec 16
The First Rate Cut in 18 Months — Reading Between the Fed's Lines
25 basis points. But the real story was in the press conference language, the dot plot revision, and the one dissent nobody talked about. Here's our full breakdown.
#39
Dec 9
China's AI Moonshot: Inside the $140B State Investment Programme
Beijing's state-backed AI fund is the largest single technology investment in history. We map where the money is going, which companies benefit, and what the West is getting wrong about it.
#38
Dec 2
Emerging Market Currency Crisis: Three Countries, One Root Cause
Argentina, Nigeria, and Vietnam all faced currency stress the same week. The common thread isn't coincidence — it's a structural vulnerability that dozens of EM economies share right now.
#37
Nov 25
Quantum Computing's First Commercial Deployment — What It Actually Means
IBM and a tier-1 bank announced the first commercially deployed quantum application. We cut through the hype to explain what it actually does, what it doesn't, and what the real timeline looks like.