Our MacroMicro Q1 2026 Economic Outlook delivered a sweeping view of the global...

Last week, although Trump said negotiations were already underway and making pro... Read All

Dear all, In the introduction of our March CEO House View, we pointed out that o...

Executive Summary: Kevin Warsh, President Trump’s nominee to replace Fed Chair P... Read All

Last week, the Iran–US conflict escalated into direct attacks on energy infrastr...

Q1. The IEA has authorized its largest-ever reserve release, but why has oil rem...

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The Gulf war has entered its 16th day, and the Strait of Hormuz — the jugular of...

Executive Summary: With the US suddenly thick in the fog of war, Dr Ed discusses... Read All

As the US-Iran war enters its second week with no signs of de-escalation, the ma...