James Rogan

James Rogan is a former U.S. foreign service officer who later worked in finance and law for 30 years. He writes a daily note on the markets, politics, and society.

Op-Eds

America’s economic future is with Asia, not Europe

James Rogan · November 5, 2026 6:00 am

European Union flags flap in the wind outside EU headquarters.

Beltway Confidential

Is the European Monetary Union in terminal decline?

James Rogan · November 4, 2026 6:00 am

A lightbulb screwed into a motherboard with a dollar sign inside.

Op-Eds

When will AI companies start returning on investment?

James Rogan · October 29, 2026 6:00 am

Stock market wall street inflation economy debt deficit

Op-Eds

What’s behind housing, healthcare, education, and childcare inflation?

James Rogan · October 28, 2026 6:00 am

Op-Eds

The foolish AI stock freak-out

James Rogan · October 22, 2026 6:00 am

Op-Eds

Why Meta’s earnings report is a big deal

James Rogan · October 21, 2026 5:15 am

Argentine President Javier Milei and Brazilian presidential candidate Flavio Bolsonaro in Sao Paulo.

Op-Eds

America would benefit from a Bolsonaro victory in Brazilian election

James Rogan · October 15, 2026 6:00 am

A collage of Trump, Susan Collins, Thom tillis, Lisa Murkowski, John Curtis, Jeanne Shaheen, and Richard Blumenthal

Op-Eds

Trump’s dud of a diesel deal

James Rogan · October 13, 2026 6:00 am

Spanish Prime Minister Pedro Sanchez offers a speech at the University of Chinese Academy of Sciences in Beijing, Monday, April 13, 2026.

Opinion

Spain’s snap election is unlikely to address its housing crisis

James Rogan · October 7, 2026 6:00 am

Students burn garbage bins as they protest against under-resourced schools, in Paris.

Op-Eds

France’s debt crisis continues to worsen

James Rogan · October 6, 2026 6:00 am

A man in the center carries bags in both hands. People conduct their businesses in Tehran's traditional main bazaar.

Beltway Confidential

Iran’s economy is in crisis, but it doesn’t face imminent collapse

James Rogan · October 1, 2026 6:00 am

A white sign reads "Future home of Micron Technology;" Land slated to be developed by the company Micron Technology into semiconductor factories is pictured in Clay, N.Y.

Op-Eds

Will Micron beat the earnings test?

James Rogan · September 29, 2026 6:00 am