
Andy Cates
Understanding the forces shaping the global economy
For more than three decades I’ve worked as an economist, helping clients understand the global economy through periods of financial crisis, technological change, geopolitical uncertainty and shifting economic fortunes.
This website is where I step back from the daily news cycle to explore the bigger questions. Why has economic growth slowed? How important is energy to long-term prosperity? What will artificial intelligence mean for productivity? How are geopolitics and demographics reshaping the global economy?
Through essays, books and speaking engagements, my aim is to challenge conventional thinking and encourage readers to look at familiar economic questions from a different perspective.
Featured Essay
The Real Reason Growth Has Been So Disappointing
For more than two decades economists have searched for an explanation for the developed world’s disappointing growth performance. This essay argues that we may have been looking in the wrong place.
→ Read the essay
Current Book Project
The Master Resource
Energy, Growth and the Crisis of the Modern Economy
A new book exploring why the structural repricing of energy has become one of the defining economic stories of the twenty-first century—and why it matters far more than most economists have recognised.
→ Learn more