Unseen Levers

Connected glossary

Learn a concept where it does real work.

Definitions become memorable when they unlock a live question. Every concept links back to the mechanisms that use it.

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Adjustment cost

The cost borne while workers, capital and places move between activities after trade patterns change.

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Aggregate demand

Total spending on goods and services in an economy.

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Asset freeze

A prohibition on transferring or dealing with specified property under the sanctioning authority's jurisdiction.

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Bargaining power

The ability of workers or employers to influence pay and working conditions.

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Bargaining range

The set of deals both sides prefer to the expected cost and risk of fighting.

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Basis risk

The risk that the futures price and the local physical price do not move together exactly.

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Benchmark price

A reference price used across many physical and financial transactions.

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Capitalisation

The process by which expected benefits or constraints become embedded in asset prices.

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Chokepoint

A narrow route carrying flows that are difficult to reroute.

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Cluster

A geographic concentration of linked skills, suppliers and infrastructure.

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Collective defence

An arrangement in which participants promise assistance when one of them is attacked.

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Comparative advantage

The ability to produce something at a lower opportunity cost than an alternative producer.

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Concentration risk

Exposure created when many activities depend on the same location or supplier.

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Cost pass-through

The extent to which a firm's higher costs appear in the prices paid by customers.

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Coupon

A bond's scheduled interest payment.

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Credible commitment

A promise or threat others have good reason to expect will be carried out.

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Debt service

Interest and principal payments due on outstanding debt.

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Deterrence

Changing another actor's choice by making aggression look too costly or unlikely to succeed.

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Dollar funding

Borrowing or obtaining dollars needed to finance assets, trade, or payments denominated in dollars.

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Duration

A measure of how sensitive a bond's price is to interest-rate changes.

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Economic incidence

The parties whose real income ultimately falls because of a tax.

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Economies of scale

Lower average cost made possible by producing at a larger scale.

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Effective capacity

The amount a transport network can move within a given time, accounting for delays and distance.

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Elasticity

How strongly quantity responds to a change in price.

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Energy intensity

The amount of energy used to produce a unit of output.

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Energy security

Reliable access to energy at manageable cost.

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Export control

A legal restriction on transferring specified goods, software or know-how.

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Fixed-rate mortgage

A mortgage whose contracted interest rate stays fixed for a defined period or term.

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Foundry

A company that manufactures chips designed by other firms.

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Futures contract

A standardised exchange-traded agreement tied to a later purchase or sale.

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General-purpose technology

A technology used across many sectors and applications.

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Hedging

Taking a position designed to offset an existing price risk.

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Industrial policy

Government action intended to shape the location or capabilities of production.

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Inflation expectations

Beliefs about future price growth that can influence decisions today.

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Input-output network

The web of industries buying inputs from and selling outputs to one another.

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Inventory buffer

Stock held to keep operating when deliveries are late or uncertain.

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Invoicing currency

The currency used to state the price and payment obligation in a trade contract.

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Jurisdiction

The legal reach within which an authority can require or prohibit conduct.

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Labour productivity

Output produced per worker or per hour worked.

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Land-use regulation

Rules governing what and how much may be built on land.

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Leading edge

The most advanced commercially produced process technologies.

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Legal incidence

The party legally required to remit a tax.

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LNG

Natural gas cooled into liquid form for shipping and later regasified.

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Marginal product

The additional output associated with one more unit of labour under given conditions.

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Network effect

A system becomes more useful to each participant as more other participants use it.

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Oil benchmark

A reference price, such as Brent or WTI, used to price many physical oil transactions.

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Opportunity cost

The value of the best alternative forgone when a choice is made.

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Overcompliance

When firms avoid lawful activity because screening uncertainty or penalties make the perceived risk too high.

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Pass-through

The share of a cost change reflected in later prices.

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Path dependence

Past investment choices constrain the options available later.

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Persistence

The extent to which inflation continues after its initial trigger.

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Pipeline lock-in

Dependence created by fixed transport infrastructure and connected demand.

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Policy lag

The delay between a rate change and its broader economic effects.

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Policy rate

The short-term interest rate directly influenced by a central bank.

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Present value

Today's value of future payments discounted at a required return.

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Price discovery

Combining trades and information into a market price.

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Price-to-income ratio

A comparison of home prices with household incomes.

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Purchasing power parity

A comparison that adjusts currencies for differences in local price levels.

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Real interest rate

An interest rate adjusted for expected inflation.

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Refinancing risk

The risk that maturing debt cannot be replaced at an affordable rate.

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Reserve currency

A currency and its assets held by central banks for intervention, liquidity, and precautionary needs.

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Risk premium

Extra compensation demanded for bearing uncertain losses.

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Safe asset

An asset expected to preserve value, remain liquid, and be accepted as collateral, especially during stress.

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Second-round effect

A later wage or price response that extends an initial shock beyond its direct impact.

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Secondary exposure

Risk faced by third-country firms when dealing with a target may threaten their access to the sender's market.

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Security dilemma

A situation where one actor's attempt to become safer makes another feel less safe.

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Sovereign currency

A currency issued by the government or central bank whose debt is being discussed.

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Spare capacity

Production or transport capability available beyond current use.

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Supply elasticity

How strongly new housing supply responds to higher prices.

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Supply shock

An abrupt change in the cost or availability of important inputs.

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Technological chokepoint

A hard-to-substitute capability controlled by few suppliers.

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Transmission

The channels through which a policy decision affects financing, demand and prices.

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Variable-rate mortgage

A mortgage whose rate can reset with a reference rate or lender schedule.

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Vehicle currency

A currency used between parties even when neither party uses it at home.

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Yield

Return implied by a bond's price and promised cash flows.

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Yield curve

The set of market interest rates for borrowing over different maturities.