Will the energy crunch caused by the Iran war push us back to a “lockdown lite” version of the days of remote working and staying...
US President Donald Trump has three goals for the Federal Reserve: He wants a new chair; he wants the current chair, Jerome Powell, off the...
The Iranian strikes on data centers in the Gulf have revealed a vulnerability that many wanted to ignore. The infrastructure underpinning AI, cloud computing, and other...
Global money supply is soaring again, while money velocity remains depressed and uneven across regions. This highlights a key point: commodities transmit relative price signals, but...
This week, at the Spring Meetings of the IMF and the World Bank, Washington clearly set the direction: development financing is no longer a neutral...
When Amazon makes a large investment announcement in satellite infrastructure, we pay attention. Last year, Goldman Sachs projected the global satellite market would exceed $100...
The US blockade of maritime traffic entering and leaving Iranian ports in the Strait of Hormuz—a critical waterway through which Iran was previously preventing the...
