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...
As negotiations edge towards a ceasefire, Tehran is trying to blame the country’s economic collapse on the war and foreign pressure. Yet the data tell a...
When diplomacy emerges in the middle of a war in the Middle East, it rarely signals peace – it signals that the cost of conflict...
We are living through a rare moment in which two powerful forces are pulling prices in opposite directions. Markets must grapple with both the immediate threat...
Investing in oil companies as a “sure bet” when there is a temporary spike in crude is usually a challenging idea. Doing it during a war,...
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