5 Key Points from Our Q1 MEO: Three Economies, One Semiconductor Supercycle Our MacroMicro Q1 2026 Economic Outlook delivered a sweeping view of the global... MacroMicro on Special Topics 1 Apr 2026 Save
WEFC | 30 Days Later [PDF Download] Last week, although Trump said negotiations were already underway and making pro... Read All MacroMicro on Weekly Commentary US Iran War 30 Mar 2026 Save
WEFC | Tick-Tock, Tehran [PDF Download] Last week, the Iran–US conflict escalated into direct attacks on energy infrastr... MacroMicro on Weekly Commentary US Iran War 23 Mar 2026 Save
On the Question | March Client Q&A Q1. The IEA has authorized its largest-ever reserve release, but why has oil rem... MacroMicro on On the Question US Iran War 19 Mar 2026 Save
WEFC | The Enemy of My Enemy is Apparently Not My Friend [PDF Download] The Gulf war has entered its 16th day, and the Strait of Hormuz — the jugular of... MacroMicro on Weekly Commentary US Iran War 16 Mar 2026 Save
Tracking the World's Most Disruptive Energy Crisis in Real Time As the US-Iran war enters its second week with no signs of de-escalation, the ma... MacroMicro on Special Topics US Iran War 13 Mar 2026 Save
Five Key Questions on AI: Private Credit Risks, the “SaaSpocalypse,” and the Path to AI Monetization What You Should Know Amid the outbreak of the US–Iran conflict, markets have lar... MacroMicro on Special Topics 11 Mar 2026 Save
WEFC | SPR Us The Pain [PDF Download] As the US–Iran conflict enters its second week, tensions continue to escalate r... MacroMicro on Weekly Commentary US Iran War 9 Mar 2026 Save
Dire Straits in the Gulf: US–Israel Strikes Iran, Oil Surges as Eyes Fix on Hormuz What You Should Know The US–Israel coalition has launched a joint military campa... MacroMicro on Special Topics US Iran War 4 Mar 2026 Save
WEFC | The Rounds and the Fury [PDF Download] The most significant development this week was a renewed escalation in the Midd... MacroMicro on Weekly Commentary US Iran War 2 Mar 2026 Save
