The New US-China Tech Cold War: Who Wins the AI Race? The US is building the iOS of AI. China is rebuilding the world's factory aroun... MacroMicro 17 Apr 2026 Save
WEFC | Just A Peace of Paper Last week's US–Iran ceasefire felt, for a few days, like it might actually hold:... MacroMicro on Weekly Commentary US Iran War 13 Apr 2026 Save
Is Inflation Spiraling? Oil, Tariffs & AI in the New Pricing Cycle What You Should Know Following the outbreak of the US–Iran conflict, markets hav... MacroMicro on Special Topics US Iran War 9 Apr 2026 Save
WEFC | Day of Reckoning, or Unsettling? [PDF Download] As the US–Iran ceasefire deadline approaches, President Trump has made clear tha... MacroMicro on Weekly Commentary US Iran War 7 Apr 2026 Save
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
